Hi. Sir, a couple of questions. So firstly, on the lease business, what are the rentals you have received in BKC? And also secondly, in Bangalore, how are the rentals trending right now?
Okay. And Bangalore?
Questions across 16 calls
Abhinav Sinha
Jefferies
Prestige Estates Projects Limited
DLF Limited
Hi. Sir, thanks for taking my question and just a couple of details on the project pipeline that we were just discussing. So, on Arbour Senior Living, what is the size and timing that we are looking at? And similarly, if you can update us on the Dahlias Experience Centre?
Sorry, can you hear me clearly now?
Hi. So, just following up on the previous question on the rental income, so, the three retail assets that we have completing this year, when do you expect them to start contributing to the P&L as well as the cash flows and what should be that number?
Okay. So, that should be say the exit run rate in FY27, right?
Hi. Congrats on a strong quarter. Tyagi sir, any guidance for presales that you would like to give for next year?
Okay. And on the construction cost for the DLF part?
Hi, Firstly, on Privana again, when are we expecting the next phase? Is this the fourth quarter of the year?
Ok, and what are the delivery timelines we have on Arbour and Privana now? Is it 4 years, 5 years?
Sir, congratulations on strong numbers. A couple of things I wanted to check on slide 12 and 13 basically the development potential versus launch pipeline. So on the luxury side, you seem to have two types of products, right? So in FY '25, ASPs closer to INR50,000 and then it's like INR30,000 in FY '25. So how does this correspond with the DLF 5 land bank or some other products here. So that's question one. And secondly, also, similarly, New Gurgaon, if you can help us explain, is the inventory now almost all the Privana type in terms of ASP north of INR15,000?
Excellent, sir. And similarly, I mean, just 1 small doubt on the DLF 5, where we say we have got 24 million square feet. Now after all of these launches are done, I believe, we'll still have like a lot here, right? I mean 20 million more to go given the TOD upside and all. Is that fair?
A couple of questions. Firstly, on Privana. So is there a rethink on the product that we have there versus the mid-rise that we were envisaging?
Right. So we look for similar sell-throughs and does it also lead to better, let's say, FSI utilization there? Or that's not the idea here?
Godrej Properties Limited
Hi. A couple of questions. So firstly, on the launch guidance that you've given of INR480 billion, you already detailed some big launches in NCR, but can you talk about maybe a few more projects in other areas and what to watch out for in terms of timing?
Sir, second question on construction costs. So now we have seen a big reset already with a 62% jump. From here, should we be thinking about maintaining the current INR2,000 crores per quarter levels or there is another large jump ahead?
Lodha Developers Limited
A couple of questions. So firstly, on data center, can you give us some milestones to expect such as when do we see the first announcements on the build-to-suit? And when do you start seeing lease income from that? So that's the first question.
Okay. Sir, secondly, on the guidance that you have given of 17% growth this time. So , I understand that there's a Middle East conflict likely impact. Can you tell us how, say, April is shaping up versus March? And do you think it can be like similar to the last time in first half where we had single-digit growth and then second half was much stronger?
Abhishek, so 2 questions. Firstly, on the Palava data center land transaction side. So, you mentioned that we're looking at the land pricing move up to about INR300 million per acre. So, this will be like the follow-on phases for the current 2 anchors or are you expecting the new anchors to pay this amount?
And my second question actually is on the sales velocity and it appears that we are a little more launch dependent now or maybe it's perhaps just how this year is pacing out to be. But do you think we go back to being much more even and less launch dependent like we were, say, in the previous 2 years?
This is Abhinav here. A few questions. So on the en abling resolution a bit again, can you give us some granularity on the sort of opportunities we have? Are they largely for buyouts in Mumbai or there is something else in the mixture there?
That's helpful. Sir, on pricing, now even for some of your projects like in South Bombay, and at the higher end, we are generally seeing pricing in Mumbai to be rising much faster than the average that we are seeing. So any thoughts on that? Or is that what is also you are also observing right now?
The Phoenix Mills Limited
Hi, Shishir. Just a few questions here. So, on Palladium Mumbai, are we now done with this round of changes and is that fully reflected in trading density or you think maybe one or two more quarters we will see the stabilized numbers?
Shishir, so okay, I wanted to ask you for the current changes wh ich we have seen with the Gourmet Village open now. So, for that area, is it the correct quarter?
Sobha Limited
Jagadish, good to see the uptick in numbers. Just 2 questions. So firstly, on the pipeline for the next 6 months, is there any NCR project that you are launching? Or this is skewed in favor of Bangalore?
Okay. And this is all coming in the second half of the year, right?
Hi, Jagadish and congrats to the team. A couple of questions. Firstly, the 3 million launch, I think you mentioned for fourth quarter. So does this include Karma Lakelands? And what is the product that we are looking at there now?
And this was supposed to be a DM project, right? What is the structure now?
Oberoi Realty Limited
Hi, Vikas, just wanted to hear your thoughts on pricing. We have seen good movement in 3 of the projects on pricing this quarter, Goregaon, Sky City and Enigma. So just wanted to hear how you are seeing pricing and as well as even some trends on demand? Thank you.
Right. Sir, secondly, on the project acquisition side. So, I mean, what are your thoughts there? And which are the sort of areas you're looking at from a location perspective?
Aditya Birla Real Estate Limited
K. T sir couple of questions for you. So firstly, on GDV the projects that we are adding, is there a target in mind for the year? So that’s question one.
And how does it break between various markets or nothing specific there?