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Karan Sharma @karansharma_09
, 14 tweets, 4 min read Read on Twitter
For people looking at understanding the real estate business in general and more so on how Oberoi Realty functions one can go through this concall which they have published. I am also attaching important extracts from the same
dropbox.com/s/qnr8h0o0fep9…
How they do business
Capital Allocation on projects
How flats are typically sold by a developer
How relationships are built with contractors
Why projects by Oberoi Realty face relatively lesser delays
Capitalism at its best
Speaks about the intent
If one reads between the lines through the whole concall they can get a decent idea about many things like Capital Allocation, Promoter Integrity, Product Quality etc
Interesting way Vikas Oberoi looks at the real estate industry. While the developers continue to be leveraged the consumer barely is.
How to judge a Real Estate company in India
How to look at inventory outstanding in the real estate sector and how pricing is decided
This conversation between the promoter and an investor where Vikas Oberoi mentions for the first time since doing concalls from 2011 that branded players in Mumbai real estate market will do very well over the foreseeable future.

Extract from Q4FY2016 Concall
So the deferred payments scheme for its flats seems like an idea from a JP Morgan analyst who suggested this to Vikas in a concall which was not accepted at that time but i guess it looked like a good idea to try and implement.

Extract: Q1FY2017 Concall
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