Stockrabit · Analysts
Questions across 3 calls

Prem Khurana

Anand Rathi

Brigade Enterprises Limited

Brigade Enterprises Limited CC-Sep24.pdf · 2024-11-14
Congratulations on very good set of numbers. So my question was with respect to our residential real estate vertical. So what I observed from the data that are given in the presentation is, I mean, we generally used to be around INR6,000, INR6,500 of numbe r in terms of weighted average realization until some time back. And we've gradually moved to almost around INR10,000 a square feet sort of number. And even in the launch pipeline, I me an, the way you're guiding in terms of GDV potential seems that it's mostly INR10,000, INR12,000 a square feet sort of number. So is it that the shift that we've seen from INR6,500 to INR10,000 wou ld be, because of the organic price appreciation that we would have experienced in the marke t? And how much of this would be essentially because of the changed of product? And is it, I mean, fair to assume that, I mean, we moved up, I mean, in terms of the product th at we offer now compared to and what we used to offer, let's say, 3, 4 years back?
Sure. And any thoughts on, would you want to kind of go even more premium, I mean, let's say, even beyond Icon, which is where I mean, you will all still get to have some more movement in the average realization? And generally, I mean, what we get to have from the market essentially people are saying that it's difficult to be able to find quality contract. Is it a conscious decision on our part to kind of balance between volum es and value, you don't intend to take up more volumes. I mean, part of the growth also needs to come from value, which is where you will be able to kind of optimize construction even if there is, let's say, some dearth of contractors in the market? Or I mean, how should we see it? I mean, when you say 15%, 20% sort of growth, is it -- would it be a function of more volumes than value or more value than volumes?

The Phoenix Mills Limited

The Phoenix Mills Limited CC-Mar24.pdf · 2024-05-18
Sir, just if could talk about the Indore asset in detail because in terms of trading density seems to be a not there, generally when I compare with most of the other assets that we have and most of these assets would be closer to Rs. 1,000 sort of number on trading densities side like Lucknow and recently commissioned Pune and all. But this is closer to Rs. 600 odd so are we happy with this number or is it is in line with your expectation or it’s slightly lagging your expectation?
Sure. And in terms of monthly rental rate that you are charging and I agree it’s lower than some of these other malls but, if I were to look at from so eventually when I look at a retailer they tend to have their cost structures in place and how much do they in tend to share with you in terms of CAM and rental rate. And , what would you believe is the ideal number for these and for example for Indore it works out to be 20 % odd sort of number. Palladium I can understand it ’s a destination of course people will be willing to pay more than 20%, 25% Just to be able to have presence there. But generally speaking, whenever you are evaluating what sort of number do you tend to bake in into your estimates to understand whether the mall would find take or not?

IRB Infrastructure Developers Limited

IRB Infrastructure Developers Limited CC-Mar24.pdf ·
So, just to begin with, somewhat book keeping sort of question, so I think you said this quarter there is almost on ₹ 240 crore of additional finance cost and our numbers, I'm not sure if I heard the nature of this additio nal number, is it because we made repayment of that earlier debenture? The entire amount is because of that or is there any other component as well?
Okay. And even with this sort of Rs 240 crore of additional number, the new money that you’ve raised, I mean you would still be somewhat better off, right? The kind of coupon rate that you've been able to manage, rig ht or is it only because you want to improve your maturity profile that you've done this?