Off on vacation? The most popular travel portal of India is called MAKEMYTRIP. (Photo: Freepik, Benzoix)
The Indian stock market is usually still difficult to access for German investors, since many Indian stocks cannot be traded over the common brokers. But India – or Bharat, as the country calls itself Hindi – offers enormous economic potential, and an investment in Indian stocks contributes to geographical diversification in a portfolio. Both established companies and growth opportunities can be found. This is about 2 Indian stocks: one stands for stability (reliance industries), the other for growth (MakemyTrip).
Reliance Industries – The Indian all -rounder
Reliance Industries Limited is a leading Indian mixed company. The main business activities include petro-chemicals, retail, telecommunications and digital services. With a market capitalization of around $ 200 billion, reliance industries offers a unique opportunity to benefit from the growth of the Indian market without major risks.
The history of Reliance Industries began in 1966 with Dhirubhai Ambani, who founded the company as a small textile trade company. Through strategic expansion and vertical integration, Reliance developed into one of the largest refinery and petrochemical companies worldwide. It was particularly important to build the Jamnagar refinery, the largest and most complex refinery worldwide. This refinery impresses with high profitability because of the high crude oil processing capacities and margins.
The founder’s son, Mukesh Ambani paved the way to a corporate transformation by daring to enter the telecommunications industry with Jio in 2016. Jio revolutionized the Indian telecommunications market and built up a massive user base of almost 480 million subscribers. This not only creates a dominant market position, but also the possibility to increase average sales per customer.
The largest retailer in India – diverse growth opportunities
In addition, Reliance Industries has greatly expanded its retail activities and is now the largest retailer in India. Both the stationary and digital trade is served by Reliance. Finally, it was increasingly invested in renewable energies, digital infrastructure and data centers. The diversification in these areas not only offers stability, but also growth potential.
Reliance Industries is an attractive investment option for long -term investors who want to benefit from the dynamic Indian economy and the diverse growth opportunities. The strong market position, robust balance and strategic investments in future technologies make reliance a promising investment case. In the past 10 years, investors have been happy to receive an average annual return of 20 percent.
MAKEMYTRIP – The Booking.com of the Bharat
While many Europeans use the Booking.com and Airbnb platforms for their accommodation booking, dominated in India Make -up (MMT). MakemyTrip was founded in 2000 by today’s Executive Chairman Deep Kallra when India was largely dependent on offline travel books on trains and buses.
Kalra recognized the growing demand for a user-friendly online travel portal, especially for travel between India and the USA. With innovative technology, MMT created a platform that offered real -time information and competitive prices to travelers.
In the 2024 financial year, MMT achieved sales of $ 740 or growth of 32 percent. The number of gross books was able to increase by 24.3 percent. Rajesh Magow, CEO of MakemyTrip, emphasizes the increasing interest in the travel and tourism sector on the part of the Indian population. But also targeted measures to make traveling tasty for the Indians, as well as technological progress and the increasing digitization of many private households support the growth of the platform.
Hotel and vacation bookings contribute to sales with around 50 percent and flight bookings with around 35 percent. Another 10 percent are achieved by booking via the Red Bus platform. With Mybiz, the group expanded into the business trip segment in 2019. Since business trips in the industry often make up a significant part of sales, Mybiz is a strategically important expansion and opens up additional growth potential.
MMT is known for a strong customer focus. In combination with transparency, MMT has won the confidence of Indian consumers in recent years. MMT has operated local market research to understand the specific needs of Indian travelers. The use of AI for the analysis of user behavior helps to communicate tailor -made offers and marketing campaigns. MMT also pays attention to the cultural differences and needs in the regions in order to address the broadest possible audience.
MakemyTrip is an Indian growth story. Currently, all signs are on success. But long -term development must always be assessed in the competitive environment.
Disclaimer:
No investment advice. No call to buy or sell securities.