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Jan 27 • 5 tweets • 3 min read
Here’s what the Management of Lodha Group (Macrotech Developers) had to say in today’s Q3 FY22 Concall.

A thread below🧵🧵🧵👇🏻
(1/4)

1. Negligible impact of Omicron variant on company’s sales

2. Have ₹2200 Cr. surplus of QIP proceeds to be used for growth

3. Added 11 new projects in this quarter

4. Expecting good future demand growth at approx 7%.
(2/4)

5. No expectation of decrease in demand due to inflation

6. Rise in cost of raw material is not a big concern, company’s operating margin are not
impacted much

7. Company is holding good inventory

8. Focusing on reducing debt in the coming 3-4 quarters.
(3/4)

9. Witness record level sales in UK projects

10. Incremental borrowings are to be done at below 10%

11. Expecting repayment of the bond in next 4-5 months

12. Exploring new markets to expand especially Bangalore
(4/4)

Are you Holding or Bullish on Macrotech Developers?

Comment down below!

@caniravkaria @nid_rockz @datta_arvind @PAlearner @AnishA_Moonka @Puretechnicals9 @nakulvibhor

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