India's Travel Boom: Anand Rathi Backs IndiGo, Chalet, Ixigo for Explosive Growth

• India's travel and tourism sector is projected to grow 10-12% annually, significantly outpacing GDP, driven by rising disposable incomes and government initiatives.
• Anand Rathi's Shobit Singhal highlights ₹1 lakh crore consumer savings and infrastructure push (160+ airports) as key growth catalysts.
• IndiGo (InterGlobe Aviation) is a market leader with 63-65% domestic share, a massive 900-plane order, and strong international expansion, boasting global-leading EBITDA margins.
• Chalet Hotels is favored for its valuation, strong metro presence, planned room expansion, and high-margin annuity business, despite the hotel industry's upcycle.
• Ixigo, a leader in online train bookings, is poised for margin improvement by expanding its presence in buses, airlines, and potentially hotels.

Why It Matters: India's travel sector is set for robust growth, with IndiGo, Chalet Hotels, and Ixigo positioned as top investment picks.