Input cost inflation
Input costs have risen ~7% and labor costs ~5% due to geopolitical tensions, potentially increasing overall project costs by ~1-2.5%.
Sri Lotus Developers · risk themes across the available quarters.
Bear-case history
Input costs have risen ~7% and labor costs ~5% due to geopolitical tensions, potentially increasing overall project costs by ~1-2.5%.
Collections were only ₹82 crore in Q4 vs revenue of ₹308 crore, as projects are in basement stage. Delays in construction could further strain cash flows.
Some projects like Lotus Monarch and Avalon have been delayed by 3-4 quarters due to approval issues, which could impact future launches.
A project in Kurla (GDV ~₹600 crore) is pending final hearing at the Supreme Court; an unfavorable outcome could result in loss of the project.