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

Mahindra Lifespace Developers Ltd / Equity Bottom-Up

<ul><li>Mahindra Lifespace Developers (MLDL), a part of Mahindra group, is one of the leading residential developers with a strong presence in Mumbai and Pune.</li><li>It is gradually expanding its footprint in Bengaluru.</li><li>MLDL also operates the Integrated City &amp; Industrial Cluster (IC&amp;IC) segment in which it monetizes the land bank by providing plug and play industrial infrastructure for manufacturing units.</li></ul><p><em>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.</em></p>

Mahindra Lifespace Developers (MLDL), a part of Mahindra group, is one of the leading residential developers with a strong presence in Mumbai and Pune.It is gradually expanding its footprint in Bengaluru.MLDL also operates the Integrated City &amp; Industrial Cluster (IC&amp;IC) segment in which it monetizes the land bank by providing plug and play industrial infrastructure for manufacturing units.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.

Mahindra Lifespace Developers - Turning the Tide with Renewed Vigor

<div><div><div><div><ul><li>Mahindra Lifespace Developers (MLDL), a part of Mahindra group, is one of the leading residential developers with a strong presence in Mumbai and Pune.</li><li>It is gradually expanding its footprint in Bengaluru. MLDL also operates the Integrated City &amp; Industrial Cluster (IC&amp;IC) segment in which it monetizes the land bank by providing plug and play industrial infrastructure for manufacturing units.</li><li>Despite being in business for close to three decades, MLDL’s lack of aggression has led to a stagnant pre-sales of INR7-8b over the last seven years and has lagged its peers in terms of growth.</li></ul><p><em>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.</em></p></div></div></div></div>

Mahindra Lifespace Developers (MLDL), a part of Mahindra group, is one of the leading residential developers with a strong presence in Mumbai and Pune.It is gradually expanding its footprint in Bengaluru. MLDL also operates the Integrated City &amp; Industrial Cluster (IC&amp;IC) segment in which it monetizes the land bank by providing plug and play industrial infrastructure for manufacturing units.Despite being in business for close to three decades, MLDL’s lack of aggression has led to a stagnant pre-sales of INR7-8b over the last seven years and has lagged its peers in terms of growth.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.

Mahindra Lifespace Developers -  Turning The Tide With Renewed Vigor

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

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.

<div><div><div><ul><li>Expectations, strategy, growth: Over the next few quarters, we expect MLDL to increase its next three-year (FY24-27) presales guidance from INR 25bn (earlier guidance FY25) to INR 40-50bn, step up business development to INR 50bn/annum and expand presence in MMR, Bengaluru and NCR markets.</li></ul><div><div><ul><li>AR-FY22 - key operational highlights: The company registered sales of INR 10.3bn vs. INR 7bn in FY21.</li></ul><div><div><div><ul><li>Management commentary: Residential: H2FY22 saw considerable increase in launches as most markets in which the company operates saw significant improvement in the demand-supply balance.</li></ul></div></div></div></div></div></div></div></div><p><em>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.</em></p>

Expectations, strategy, growth: Over the next few quarters, we expect MLDL to increase its next three-year (FY24-27) presales guidance from INR 25bn (earlier guidance FY25) to INR 40-50bn, step up business development to INR 50bn/annum and expand presence in MMR, Bengaluru and NCR markets.AR-FY22 - key operational highlights: The company registered sales of INR 10.3bn vs. INR 7bn in FY21.Management commentary: Residential: H2FY22 saw considerable increase in launches as most markets in which the company operates saw significant improvement in the demand-supply balance.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.

Mahindra Lifespaces - Gearing up for the Next Leg of Growth

Thematic (Sector/Industry)

<ul><li>Sustenance sales to drive Q1FY23 presales; delayed launches to result in healthy H2FY23: Oberoi reported decent sustenance presales of INR 7.5bn (+3.4x/-19%, YoY/QoQ).</li><li>Demand slowdown transitory, structural drivers remain intact: Post the recent interest rate hikes, the loan eligibility has reduced, resulting in a larger down payment funding requirement.</li><li>Demand for Grade A rental housing seeing strong traction, with rents inching up 15-20% higher than pre-COVID: Quality living is gaining traction with larger, organised, gated communities’ projects witnessing strong rental demand and pricing, which is higher than pre-COVID levels.</li></ul><p><em>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.</em></p>

Sustenance sales to drive Q1FY23 presales; delayed launches to result in healthy H2FY23: Oberoi reported decent sustenance presales of INR 7.5bn (+3.4x/-19%, YoY/QoQ).Demand slowdown transitory, structural drivers remain intact: Post the recent interest rate hikes, the loan eligibility has reduced, resulting in a larger down payment funding requirement.Demand for Grade A rental housing seeing strong traction, with rents inching up 15-20% higher than pre-COVID: Quality living is gaining traction with larger, organised, gated communities’ projects witnessing strong rental demand and pricing, which is higher than pre-COVID levels.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.

India

Mahindra Lifespace Developers Limited specializes in the construction and operation of commercial and residential property complexes, projects management services and business centers.

Mahindra Lifespace Developers Ltd (MLIFE IN)

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

Mahindra Lifespace Developers Ltd (MLIFE IN)

Mahindra Lifespace Developers - Turning the Tide with Renewed Vigor

Mahindra Lifespace Developers (MLDL), a part of Mahindra group, is one of the leading residential developers with a strong presence in Mumbai and...

Motilal Oswal

Mahindra Lifespace Developers - Turning The Tide With Renewed Vigor

Mahindra Lifespace Developers (MLDL), a part of Mahindra group, is one of the leading residential developers with a strong presence in Mumbai and...

Motilal Oswal