Added to YB: 2024-10-09
Pitch date: 2024-10-07
PLYA [bullish]
Padmalaya Telefilms Limited
Author Info
No bio for this author
Company Info
Padmalaya Telefilms Limited produces television programs and serials in India. It is also involved in the film distribution and exhibition business; and production and post-production activities for feature films, television serials, and special effects for films.
Market Cap
INR 118.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
Sector
Entertainment
Category
special_situation
Signalling a sale? - Playa Resorts
PLYA: Potential sale process. Exec agreements updated early, LTIP double-dip, specific change-of-control clauses. Trades 10-12x EV/EBIT, below control buyer value. CEO (64, 4% stake) influential. HG Vora (9%) & Davidson Kempner (9%) may seek exit. Flat stock for 5yrs pressures board.
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