Announced Tue, 30 Sept · 23:52 IST

Investor Presentation for the AGM held on 30th September, 2025

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

LGT Business Connextions (LGT Holidays) held its first AGM as a listed entity, having listed on the BSE SME platform on August 26, 2025. FY25 total income rose to ₹10,081 Lakhs (up from ₹8,953 Lakhs in FY24), while net profit climbed to ₹522 Lakhs from ₹363 Lakhs, with PAT margin improving to 5.17% from 4.06%. Operational highlights include 354 MICE events, 50,000+ hotel bookings, presence across 21 states and 28 countries, ROE of 41.89%, and ROCE of 45.19%. The company also announced three strategic acquisitions: a 51% stake in a Trade Fair & MICE tours company, a 51% stake in a luxury FIT firm, and a new pharma-focused subsidiary for CME and corporate lodging. Client concentration risk has been meaningfully reduced, with the top 5 clients' revenue share dropping from 64% to 37%.

Likely market impact

Strong top-line growth, improving margins, high return ratios, and clear acquisition-led expansion plans are positive signals for shareholders; reduced client concentration risk further strengthens the investment case for this newly-listed SME stock.