Investors debate if PVR INOX can touch 2,000 crore revenue

Market pulse

From the investor's mind

The stagnation in India's ATM infrastructure since 2022 has been accompanied by a notable 20 percent decline in the average amount of money withdrawn per ATM. While overall cash in circulation has risen, this liquidity is bypassing the ATM network, indicating a structural shift where cash is likely being withdrawn directly from bank branches instead. Capitalmind founder Deepak Shenoy highlights this trend to show how the mechanics of cash distribution are shifting in the economy, raising questions about changing consumer behavior and the evolving role of physical banking infrastructure.

Word in the street

PVR INOX Limited

PVR INOX Limited, which has a market capitalization of about 11,366 crore, saw its stock rise 4.02 percent over the past year as investors debated its upcoming earnings. Many are discussing whether the company can touch 2,000 crore in revenue and 200 crore in net profit in the September quarter, supported by lower interest costs. Such figures were last achieved in September 2023, but strong collections of 1,582 crore in July and around 1,400 crore in August suggest this target is possible. However, others are questioning if a company clarification regarding a 200 crore kickback issue is enough to restore shareholder confidence.

Yesterday's big moves

“The investor's chief problem, and even his worst enemy, is likely to be himself.”

Benjamin Graham