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Investor Presentation

Mahindra Lifespace Developers Investor Presentation: Key Takeaways

Mahindra Lifespaces delivered strong Q1 FY27 results with consolidated sales of ₹966 Cr (70% YoY growth) and PAT of ₹86 Cr (67% YoY growth).

Guidance and delivery
Management target Revenue 500.0% FY30
Highlights
Revenue growth70% YoY consolidated sales growth.
MarginsPBT margin ~26% on completed projects.
Order bookGDV potential ~₹49,930 Cr across residential pipeline.
Demand visibilityStrong; Sustenance sales contributed 42% of Q1 sales.
Management confidenceHigh; identifies MLDL as a 'Growth Gem'.

Growth

Residential pre-sales hit ₹925 Cr. Consolidated PAT grew 67% YoY to ₹86 Cr.

Outlook

Targeting 5X business scale to ₹10,000 Cr sales by FY30; GDV potential of ~₹50,000 Cr.

Risks

Execution risks in high-density markets and potential regulatory delays in land acquisition.

Last quarter's promises, checked

Delivered

  • Guided 8 OCs for FY26 → delivered 8 OCs (= BEAT)
  • Guided ~18,000 Cr GDV addition for FY26 → delivered 18,000 Cr (= BEAT)
  • Guided positive Resi profitability → delivered positive Resi PAT (= BEAT)

Partly delivered

  • Guided 4,500-5,000 Cr pre-sales for FY27 → Q1 at 925 Cr (on track for ~3,700 Cr run-rate) (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: MAHLIFE. Summary written with AI assistance from the document.

Read the document ↗

Mahindra Lifespace Developers Ltd: key numbers

Share price
₹356.85
Market cap
₹7,614 Cr
Revenue (annual)
₹1,178 Cr
Net profit (annual)
₹298.1 Cr
P/E (TTM)
22.9×Sector 35.8×
Promoter holding
52.41%+0.00% QoQ
FII holding
7.38%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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