Phoenix Capital Profile picture
Jul 18, 2021 9 tweets 4 min read Read on X
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…

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