External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Godrej Properties (GPL) achieved its best ever second-quarter bookings of INR52b, guided by strong demand momentum (up 3% YoY).</li><li>New launches/existing projects accounted for 53%/47% of total sales.</li><li>GPL launched INR61b worth of projects across 5.6msf of saleable area, of which 45% of inventory was sold during the quarter and contributed 53% to pre-sales value.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Properties (GPL) achieved its best ever second-quarter bookings of INR52b, guided by strong demand momentum (up 3% YoY).New launches/existing projects accounted for 53%/47% of total sales.GPL launched INR61b worth of projects across 5.6msf of saleable area, of which 45% of inventory was sold during the quarter and contributed 53% to pre-sales value.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Motilal Oswal's research report onGodrej Properties Godrej Properties (GPL) reported the highest ever bookings of INR95b, up 135%/66% YoY/QoQ and 47% above our estimate.</li><li>In FY24, bookings stood at INR225b, up 84% YoY (61%/15% higher than guidance/estimate).</li><li>Sales volume for the quarter increased 56%/88% YoY/QoQ to 8.2msf and realization was up 51% YoY to INR 11,650 psf due to higher contribution from Mumbai and the NCR.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Motilal Oswal's research report onGodrej Properties Godrej Properties (GPL) reported the highest ever bookings of INR95b, up 135%/66% YoY/QoQ and 47% above our estimate.In FY24, bookings stood at INR225b, up 84% YoY (61%/15% higher than guidance/estimate).Sales volume for the quarter increased 56%/88% YoY/QoQ to 8.2msf and realization was up 51% YoY to INR 11,650 psf due to higher contribution from Mumbai and the NCR.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Godrej Properties - Exceptional Performance Across Parameters

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Kioxia Holdings  / Equity Capital Markets

<ul>
<li>Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.</li>
<li>On the IPOs front, listing in the past week didn't do much, while a number of comapnies are still looking to beat the year end deadline.</li>
<li>On the placements front, there were a number of secondary selldowns in Japan.</li>
</ul>


Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
On the IPOs front, listing in the past week didn't do much, while a number of comapnies are still looking to beat the year end deadline.
On the placements front, there were a number of secondary selldowns in Japan.


ECM Weekly (2nd Dec 2024) - Kioxia, FineToday, MNC Solutions, JST, Pateo, Carraro, Hulic, Sanrio

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>The NDA's landslide victory in Maharashtra has ushered in a period of political stability, boosting market sentiment and investor confidence. This will increase government spending on infrastructure &amp; rural development.</li>
<li>Analysts predict a modest recovery in corporate earnings in the second half of the fiscal year, potentially triggering a "mini risk-on rally". </li>
<li>While women-centric welfare schemes contributed to the NDA's success, concerns arise regarding their potential strain on state finances. </li>
</ul>


The NDA's landslide victory in Maharashtra has ushered in a period of political stability, boosting market sentiment and investor confidence. This will increase government spending on infrastructure &amp; rural development.
Analysts predict a modest recovery in corporate earnings in the second half of the fiscal year, potentially triggering a "mini risk-on rally". 
While women-centric welfare schemes contributed to the NDA's success, concerns arise regarding their potential strain on state finances. 


Maharashtra Elections Inject Optimism into Indian Markets

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>With an asset-light model and a solid alliance with HDFC, <a href="https://www.smartkarma.com/entities/arvind-smartspaces-limited" target="_blank" data-smartkarma-citation="entities:43948:1" rel="noopener">Arvind SmartSpaces (ARVSMART IN)</a> greatly increases its project pipeline to 75.47Mn square feet, propelling a 30–35% increase in business development.</li>
<li>Together with its strong market positions in Bangalore and Ahmedabad, the company's strategic asset-light approach guarantees effective capital use, rapid project turnover, and improved cash flow visibility.</li>
<li>Arvind Smartspaces is well-positioned for long-term, high-margin growth supported by strong cash flows, minimal leverage, and distinct geographic and product diversification.</li>
</ul>


With an asset-light model and a solid alliance with HDFC, Arvind SmartSpaces (ARVSMART IN) greatly increases its project pipeline to 75.47Mn square feet, propelling a 30–35% increase in business development.
Together with its strong market positions in Bangalore and Ahmedabad, the company's strategic asset-light approach guarantees effective capital use, rapid project turnover, and improved cash flow visibility.
Arvind Smartspaces is well-positioned for long-term, high-margin growth supported by strong cash flows, minimal leverage, and distinct geographic and product diversification.


The Beat Ideas: Arvind Smartspaces- Growing Real Estate Co with Asset Light Model

India

Godrej Properties, Ltd. is a real estate development company.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Godrej Properties (GPL IN)

Godrej Properties - Strong 1HFY25 Show!

Godrej Properties (GPL) achieved its best ever second-quarter bookings of INR52b, guided by strong demand momentum (up 3% YoY).

Motilal Oswal

Godrej Properties - Exceptional Performance Across Parameters

Motilal Oswal's research report onGodrej Properties Godrej Properties (GPL) reported the highest ever bookings of INR95b, up 135%/66% YoY/QoQ and...

Motilal Oswal

ECM Weekly (2nd Dec 2024) - Kioxia, FineToday, MNC Solutions, JST, Pateo, Carraro, Hulic, Sanrio

Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.

Sumeet Singh

Maharashtra Elections Inject Optimism into Indian Markets

NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...

Nimish Maheshwari

The Beat Ideas: Arvind Smartspaces- Growing Real Estate Co with Asset Light Model

Arvind SmartSpaces boosts project pipeline to 75.47Mn sq ft with asset-light model and HDFC alliance, driving 30-35% business growth.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Godrej Properties - Strong 1HFY25 Show!

Godrej Properties (GPL) achieved its best ever second-quarter bookings of INR52b, guided by strong demand momentum (up 3% YoY).

Motilal Oswal

Godrej Properties - Exceptional Performance Across Parameters

Motilal Oswal's research report onGodrej Properties Godrej Properties (GPL) reported the highest ever bookings of INR95b, up 135%/66% YoY/QoQ and...

Motilal Oswal

ECM Weekly (2nd Dec 2024) - Kioxia, FineToday, MNC Solutions, JST, Pateo, Carraro, Hulic, Sanrio

Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.

Sumeet Singh

Maharashtra Elections Inject Optimism into Indian Markets

​NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...

Nimish Maheshwari

The Beat Ideas: Arvind Smartspaces- Growing Real Estate Co with Asset Light Model

​Arvind SmartSpaces boosts project pipeline to 75.47Mn sq ft with asset-light model and HDFC alliance, driving 30-35% business growth.

Sudarshan Bhandari

NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...

Arvind SmartSpaces boosts project pipeline to 75.47Mn sq ft with asset-light model and HDFC alliance, driving 30-35% business growth.