Stockrabit · Analysts
Questions across 12 calls

Murtuza Arsiwalla

Kotak Securities

Lodha Developers Limited

Lodha Developers Limited CC-Apr26.pdf · 2026-04-27
Just on the launch pipeline of FY '27, INR218 billion, 5 new projects, about 14 new phases for existing projects. If you could give some colour on how ready this pipeline is in terms of being able to launch? Which are the key projects which would make for a chunky part of the contribution? Where are we in terms of RERA approvals, et cetera? So just some colour on how sales ready is this launch pipeline? And which are the key projects which would contribute?
Abhishek, if I could follow up since you bring up the environmental issue, is that largely behind us for both MMR and larger MMR market? A nd we're seeing clearances coming at a steady sort of pace now?

NHPC Limited

NHPC Limited CC-Feb26.pdf · 2026-02-06
Hi, sir. I just want to check we commissioned Parbati in this year and Subansiri a couple of units as well. Are we accounting for the revenues based on the revised cost? Or there is some under-accounting of revenues till we get a formal order for the revised cost approval? So, is there some under -recovery because of which we are not seeing the full benefits in the earnings? That is the first one. Second, during the quarter, there were certain trans mission charges associated with Subansiri which are recoverable, which were accounted. We want to know if that is for the entire 2,000 MW or it's only for the units which have been commissioned and so you would have more such sort of transmission charges which should come.
Absolutely. So, should we just, if we want to annualize that Parbati, should it be like a Rs. 1,200 Crore number or given the seasonality in generation, that number wo uld be sort of lower for the 4th Quarter?

Brigade Enterprises Limited

Acme Solar Holdings Limited

Leela Palaces Hotels & Resorts Limited

Leela Palaces Hotels & Resorts Limited CC-Oct25.pdf · 2025-10-14
Just on the Dubai acquisition itself, the 182 residences are currently operational sort of rooms, and that will be sold off. And so the EBITDA numbers that we are looking at is after that sell - off. And again, if I were to look at the 400-odd crores of equity investment by Leela Palaces, if I were to simply equate that, when you talk about the two to three years of repayment through the sale of the residences, should I consider that equivalent to what the consideration you would get from sale of the villas? Is that understanding broadly in order?
Leela Palaces Hotels & Resorts Limited CC-Jun25.pdf · 2025-07-22
Yes. Hi, sir. Two questions. One is for Ravi, sir. Actually, more on the bookkeeping. We see a drop in the depreciation cost year-on-year for 1Q versus 1Q25. Anything to explain that drop in depreciation because the base would be the same assets? Second is , obviously, some of the previous participants have talked about Jaipur and Udaipur, RevPAR and you talked about. How much do you think would have been the impact still of the tensions? A lot of the peers who have reported so far referred to the sort of border tensions in ter ms of impacting ARR and RevPAR. Do you think these numbers could have been even stronger than what it would have or how much had those tensions not been there? So those are my two questions.
Yes.

Oberoi Realty Limited

Oberoi Realty Limited CC-Mar25.pdf · 2025-04-29
Just to check, would you like to put out a number in terms of a sales target that you would be looking for or alternately, building blocks of the various projects how much would you expect to put to launch and, out of some of the larger projects Adarsh Nagar, Gurgaon, etc. So, any building blocks for the sales number for next year that you would have a target that you would like to share?
Sure. And Saumil just a question for you on the rental business, just something that I happen to glance around, when you look at the operating margin this is on slide #8 of your presentation. It's 97% for a large part of last year, versus 90% ish in this year anything to read on that numbers, just the ramping up, or how should one read that number?

Signatureglobal (India) Limited

Signatureglobal (India) Limited CC-Sep24.pdf · 2024-11-11
A couple of questions is one if I look at, you have had fairly successful launches and to that extent incremental sales would likely depend on new launches because you don't have too much of unsold inventory. While you have given us the broader guidance on the launch profile for the year, can you give us some color on specific projects and timelines of these projects that could be launched over the next few quarters? So, that helps us sort of get a better handle on the sales trajectory. That's one. Number two, you talked about embedded margins of 32% in ‘24, 35% in first half ‘25. It'd be useful if you could give us on the cost side for the remaining 65% of costs, let's say what is the composition between construction costs, approval costs and land spend, generally over the current sales that you are doing? And overall, when we speak with investors, there's generally a concern with the kind of price appreciation that you have seen in Gurgaon that market may sort of have picked up. So, any color that you could give, not just on your projects but on the overall Gurgaon market sort of would be useful? So, these are the questions from my side.
Rajat, if I could just follow up with two more. If you could give some sort of color on what is the growth that you are targeting let's say for ‘26 and ‘27 on the sales side any ballpark numbers that you may want to leave us with? And just to be certain when you look at the cash flow statement that you put out for first half ‘25, the construction expenses include approval expenses or that is clubbed more with the land spends?

Tata Power Company Limited

Prestige Estates Projects Limited

Prestige Estates Projects Limited CC-Sep24.pdf · 2024-10-30
Just a question, an observation rather, both in terms of the business development that you've shown as well as the launches, there is a fair amount of Hyderabad projects, more so in the new business development. Recent data points that we're getting on Hyderabad is sales are a bit soft or weak to put it politely. Is there a concern? Can you give us some flavour on how activity levels in Hyderabad are in the context of the projects that you've taken up?

The Phoenix Mills Limited

The Phoenix Mills Limited CC-Sep23.pdf ·
How much money has already been spent on the projects we talked about another 4 ,800 crore that is to be spent. How much money is already spent on these projects? That's one and 2nd for, a lot of projects that have been commissioned, is there any sense or understanding with the partners in each of these individual projects on the utilization of cash that these operational malls now throw our?
So if I understand that right, for instance the Bangalore mall or some of the more recently commissioned in malls in Bangalore or Pune which are partnership with CPP IB under a separate SPV, the surplus funds will go let's say Kolkata Mall, which is a separate SPV, but still in t he same corner.