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Latest Reports
Date Description Country Analyst Download
14-Nov-2020 2QFY21 Phoenix Mills Results:Consumption on recovery path; retail revenue remains laggard, Maintain BUY India Dhawal Somaiya
10-Nov-2020 Sobha Q2FY21:Strong recovery in residential; contractual and manufacturing stay sluggish; Maintain BUY; India Dhawal Somaiya
03-Nov-2020 Godrej Properties Q2FY21:Sales slow down as subvention phases out; cashflow lags;downgrade to NEUTRA India Dhawal Somaiya
19-Oct-2020 Oberoi Q2FY21 results: Stronger than expected bounce back and planned new launches improve visibility; Upgrade to BUY India Dhawal Somaiya
10-Aug-2020 Sobha Ltd:Recovering sales + positive cash flow = Better-than-expected FY21 (Maintain BUY) India Dhawal Somaiya
06-Aug-2020 Godrej Properties Q1FY21 results: Sailing strong through COVID on back of Subvention Schemes (Maintain BUY) India Dhawal Somaiya
31-Jul-2020 1QFY21 Phoenix Mills: Lockdown woes continue; long-term outlook intact; Maintain BUY India Dhawal Somaiya
15-Jul-2020 Oberoi Realty Q4FY20 and Q1FY21 results: FY21 expected to be a washout; Hit hard by COVID-19; (Downgrade NEUTRAL India Dhawal Somaiya
01-Jul-2020 Phoenix Mills 4QFY20:FY21 washout; Long term outlook remains intact; Maintain BUY India Dhawal Somaiya
30-Jun-2020 Sobha Limited: Cash flows recover albeit covid-19 and probable cancellations to produce drag ; Maintain BUY India Dhawal Somaiya
11-May-2020 Godrej Properties Q4FY20 results:Strong performance continues on back of strong launches in Q4; Bracing for Impact ; Maintain BUY India Dhawal Somaiya
22-Apr-2020 Real Estate Update: Residential segment – Calling for aid; bracing for impact India Dhawal Somaiya
10-Apr-2020 Real Estate Sector Update - Covid19: Bracing for Perilous times ahead; FY21 expected to be a challenging India Dhawal Somaiya
11-Feb-2020 3QFY20 Phoenix Mills: Strong performance led by festive consumption and residential sales India Dhawal Somaiya
10-Feb-2020 3QFY20 Oberoi Realty: EBITDA Margins and earnings improve amid muted pre-sales India Anjali Verma
04-Feb-2020 3QFY20 Godrej Properties: Strong cash flows and business development amid muted pre-sales , Maintain Neutral India Dhawal Somaiya
03-Feb-2020 3QFY20 Sobha: Cash flow recovering; sunrise on the annuity portfolio, Maintain BUY India Dhawal Somaiya
13-Nov-2019 Phoenix Mills 2QFY20: Retail vertical steady albeit with skewed consumption;Maintain Buy India Dhawal Somaiya
22-Oct-2019 Real Estate Inputs: Conference call takeaways – Mr Arvind Nandan, MD, Savills India Dhawal Somaiya
13-Aug-2019 Sobha Ltd Q1 FY20 :Core-business steady; auxiliary verticals drove the momentum.Maintain BUY India Dhawal Somaiya
08-Aug-2019 Phoenix Mills Q1FY20: Retail revenue continues to grow; residential sales slump; Maintain BUY India Dhawal Somaiya
08-Aug-2019 Godrej Properties Q1FY20: Miss in planned launches leads to weak pre-sales / cash flows; Maintain Neutral India Dhawal Somaiya
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