Mahindra Lifespaces: Launch-Heavy Year Ahead. Maintain BUY
MLDL's recent launches, Citadel and Malad, have been near sell-outs (70–80% sold), underscoring resilient housing demand in its core markets
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Mahindra Lifespaces: All Ingredients in Place for Re-Rating. Maintain BUY
Beating expectations, Mahindra Lifespaces (MLDL) posted a solid show with presales of INR 28bn in FY25 (28% YoY growth, estimate of INR 24bn), the...
223 Views
Mahindra Lifespaces - Feeble Bookings; Poor Performance from JV and IC&IC
Mahindra Lifespaces (MLDL) clocked bookings of INR3.3b in 3QFY25 (44% miss), down 25% YoY, as volumes declined 15% YoY to 0.5msf.
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Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand
The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories
228 Views
Kalpataru IPO Trading - Decent Anchor; Muted Overall Demand
Kalpataru Limited (KL) raised about US$184m in its India IPO. In this note, we will talk about the demand and trading dynamics.
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