Godrej Properties delivered a robust Q2 FY2025, with booking value growing 3% YoY to INR 5,198 crore and collections up 68% YoY to INR 4,005 crore.
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Land prices have risen sharply, and if property prices do not keep pace, project margins could compress. Management mitigates this by underwriting at current prices and targeting 20-25% IRR.
medium · analyst_questionDelays in obtaining approvals could push back launches and impact sales guidance. Management noted that approvals are generally on track but remain a constraint.
medium · analyst_questionConstruction outflows are expected to increase in H2 as projects progress, which could pressure cash flows if not managed efficiently.
low · management_commentaryA significant portion of bookings comes from NCR and Bengaluru; any slowdown in these markets could impact overall performance.
medium · data_observation