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>Oberoi Realty’s (OBER) pre-sales grew 144% YoY to INR19.2b (13% lower than estimate) in 3QFY25, driven by lofty bookings at newly launched project ‘Jardin’ at Oberoi Garden City, Thane, which contributed INR13.3b to pre-sales (70% of 3QFY25 bookings) across bookings of 466 units.</li><li>Elysian pre-sales grew 88% YoY to INR2.3b, while project 360 West grew 93% YoY to INR1.5b.</li><li>Sales traction was weak for other projects - Eternia (INR0.2b), Enigma (INR1.0b), Sky City (INR0.4b), and Forestville Thane (INR0.4b).</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.

Oberoi Realty’s (OBER) pre-sales grew 144% YoY to INR19.2b (13% lower than estimate) in 3QFY25, driven by lofty bookings at newly launched project ‘Jardin’ at Oberoi Garden City, Thane, which contributed INR13.3b to pre-sales (70% of 3QFY25 bookings) across bookings of 466 units.Elysian pre-sales grew 88% YoY to INR2.3b, while project 360 West grew 93% YoY to INR1.5b.Sales traction was weak for other projects - Eternia (INR0.2b), Enigma (INR1.0b), Sky City (INR0.4b), and Forestville Thane (INR0.4b).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.

Oberoi Realty - Jardin-OGC, Thane Launch Taking the Lead

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank 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.

<ul><li>Entry into key micro markets: The company plans to expand into key markets such as Delhi NCR, which offers significant potential and absorption capacity for premium projects.</li><li>A growing trend toward premiumization in these regions is expected to boost the company’s collections.</li><li>Oberoi is anticipated to establish a strong presence in these new markets, achieving over 40%-50% bookings within the year of launch. </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.

Entry into key micro markets: The company plans to expand into key markets such as Delhi NCR, which offers significant potential and absorption capacity for premium projects.A growing trend toward premiumization in these regions is expected to boost the company’s collections.Oberoi is anticipated to establish a strong presence in these new markets, achieving over 40%-50% bookings within the year of launch. 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.

Oberoi Realty Ltd - Launch Pipeline to Drive Performance; Maintain BUY

<ul><li>We are initiating coverage on Oberoi Realty Ltd. with a BUY recommendation and a target price of Rs 2,560/share, which implies an upside of 21% from the CMP.</li><li>Oberoi Realty is a leading player in Mumbai, specializing in developments across residential, retail, hospitality, and social infrastructure segments.</li><li>It is one of the strongest brands in the Mumbai Metropolitan Region.</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.

We are initiating coverage on Oberoi Realty Ltd. with a BUY recommendation and a target price of Rs 2,560/share, which implies an upside of 21% from the CMP.Oberoi Realty is a leading player in Mumbai, specializing in developments across residential, retail, hospitality, and social infrastructure segments.It is one of the strongest brands in the Mumbai Metropolitan Region.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.

Oberoi Realty Ltd - Luxury, Leverage, and Leadership - Oberoi’s Growth Formula

<ul><li>Oberoi Realty’s (OBER) pre-sales grew 49% YoY to INR14.4b (80% above estimate) in 2QFY25, driven by strong bookings at ‘360-West’ project in Worli, which contributed INR6.6b to pre-sales across bookings of six units.</li><li>Elysian Goregaon’s pre-sales jumped 147% YoY to INR3.2b after the successful launch of the third tower in 4QFY24.</li><li>Sales traction was weak at Borivali (INR1.3b), while at Mulund (INR2.7b), it was higher by 25% YoY and doubled sequentially.</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.

Oberoi Realty’s (OBER) pre-sales grew 49% YoY to INR14.4b (80% above estimate) in 2QFY25, driven by strong bookings at ‘360-West’ project in Worli, which contributed INR6.6b to pre-sales across bookings of six units.Elysian Goregaon’s pre-sales jumped 147% YoY to INR3.2b after the successful launch of the third tower in 4QFY24.Sales traction was weak at Borivali (INR1.3b), while at Mulund (INR2.7b), it was higher by 25% YoY and doubled sequentially.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.

Oberoi Realty - Stellar Sales in 360-West and Elysian Boost Growth

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.

Thematic (Sector/Industry)

<ul><li>Strategic consolidation across regions: The residential segment continued to witness stable demand, particularly in the mid-income and luxury housing categories</li><li>This trend is supported by favorable economic conditions and positive buyer sentiment</li><li>Real estate sector is entering a phase of strategic consolidation post a blockbuster FY24</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.

Strategic consolidation across regions: The residential segment continued to witness stable demand, particularly in the mid-income and luxury housing categoriesThis trend is supported by favorable economic conditions and positive buyer sentimentReal estate sector is entering a phase of strategic consolidation post a blockbuster FY24Content 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.

Real Estate (Q4FY25 Results Preview): Consolidation coming

India

Oberoi Realty LTD., is a real estate development company operating in Mumbai, focused on premium developments. The Company's main focus is residential projects but they also have a diversified portfolio of projects covering segments of the real estate market, which target the upper end of the respective income or market segment.

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Oberoi Realty (OBER IN)

Oberoi Realty - Jardin-OGC, Thane Launch Taking the Lead

Oberoi Realty’s (OBER) pre-sales grew 144% YoY to INR19.2b (13% lower than estimate) in 3QFY25, driven by lofty bookings at newly launched project...

Motilal Oswal

Oberoi Realty Ltd - Launch Pipeline to Drive Performance; Maintain BUY

The company plans to expand into key markets such as Delhi NCR, which offers significant potential and absorption capacity for premium projects.

Axis Direct

Oberoi Realty Ltd - Luxury, Leverage, and Leadership - Oberoi’s Growth Formula

We are initiating coverage on Oberoi Realty Ltd. with a BUY recommendation and a target price of Rs 2,560/share, which implies an upside of 21%...

Axis Direct

Oberoi Realty - Stellar Sales in 360-West and Elysian Boost Growth

Oberoi Realty’s (OBER) pre-sales grew 49% YoY to INR14.4b (80% above estimate) in 2QFY25, driven by strong bookings at ‘360-West’ project in Worli

Motilal Oswal

Real Estate (Q4FY25 Results Preview): Consolidation coming

Strategic consolidation across regions: The residential segment continued to witness stable demand, particularly in the mid-income and luxury...

HDFC Securities

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