Indiabulls Real Estate -
Turning into a Real Estate Behemoth
CMP - 144
Industry- Real Estate
#IBREALEST #Indiabulls #Embassy #RealEstate
Investment Rationale
> Strong Pipeline - Total Net Surplus from completed inventory and projects that are currently ongoing is ₹10,754 Cr
> Project Wise Breakup of Inventory - This inventory to be executed over next 3-5 years in the merged entity
Largest Real Estate - Post merger Embassy developments would be the largest Real Estate developer in India.
Land Bank Potential of Combined Entity - Embassy Development, to be an enormous real estate giant in times to come
Calculation of Post-merger Equity
Merger- A Perfect Marriage - India bulls is more skewed towards residential portfolio whereas Embassy group is more focused on commercial real estate
Embassy REIT- A Catalyst in Real Estate Sector - Embassy was the first in the country to launch a REIT on the exchanges in 2019
Conclusion: The Numbers
Revenue Visibility & Valuations
Optionality Long Term Vision
Link of full report on blog :
phoenixcapital.home.blog/2021/07/18/ind…
Share this Scrolly Tale with your friends.
A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.