MARKET CHARCHA
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1. Indian Hotels Company Ltd (IHCL - Taj Hotels) Operates several luxury and heritage properties in Rajasthan, including Jaipur, Jodhpur, and Udaipur. A tourism policy boost could drive more tourist footfall, benefiting their Rajasthan portfolio. 2. EIH Ltd (Oberoi Group) Owns premier luxury hotels like The Oberoi Udaivilas (Udaipur) and The Rajvilas (Jaipur). Likely to gain from any state-level tourism push that promotes heritage and luxury tourism. 3. Lemon Tree Hotels Operates mid-scale hotels in cities like Jaipur and Alwar, targeting domestic travelers. Could benefit from increased state promotion of budget-friendly tourism. 4. Thomas Cook (India) / Easy Trip Planners (EaseMyTrip) Likely to see higher bookings for Rajasthan tours, packages, and bookings on their platforms if the policy includes incentives or promotional campaigns. 5. IRCTC (Indian Railway Catering and Tourism Corporation) With Rajasthan being a key rail-tourism destination (like Palace on Wheels), any increase in domestic tourism would benefit IRCTC’s tourism packages. 6. Mahindra Holidays & Resorts India Ltd May expand its Club Mahindra resorts in Rajasthan to tap into rising demand from policy support. 7. Ixigo / Yatra Online Online platforms offering Rajasthan-focused travel could see a surge in traffic and bookings. --- Indirect Beneficiaries: Infrastructure/Construction companies (like NBCC or KNR Construction) if tourism policy includes investment in connectivity or heritage site upgrades. Devyani International / Jubilant FoodWorks: As QSR chains with a presence in Rajasthan, they could benefit from increased tourist foot traffic.
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