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Sunteck Realty 250-300 Expected level 375 Support 200

#COMPANY #OUTLOOK • In a significant move to address the acute affordable and mid-income housing shortage in India, IFC and Sunteck Realty are partnering to create a joint platform with a total investment of up to ₹750 cr (US$90 million) to promote the development of nearly 12,000 high-quality housing units across four to six green housing projects within the Mumbai Metropolitan Region (MMR) in the state of Maharashtra. IFC's proposed investment is for up to ₹330 cr. • The project at Burj Khalifa Community, Downtown, Dubai is likely to be launched in next 12-15 months. It has a potential of over ₹9,000 crore of gross development value (GDV). The investment in the project is ~₹250 crore for 50% of the profit share. The total cost of the project is ~₹2,000 crore. The project will be completed in 3-4 years. ft. • They are also gearing up to launch a project in Bandra West with a GDV of ₹1,000 crore. This is expected to be launched in FY26. • It will focus to grow their GDV value i.e., double this in every 3 years. In FY24, their GDV pipeline was of ₹26,465 crore which is expected to double to ~₹52,930 crore by FY27. Currently their GDV value pipeline is at ₹40,225 crore. • The company has added Nepean Sea Project - 2 with a GDV (gross developmental value) of ₹2,400 crore. This takes up the total GDV of Nepean Sea Project to ₹5,400 crore. They expect this GDV potential to grow further. The total area is 2,50,00-2,70,000 sq. • They are preparing for a new tower launch in Sunteck Sky Park at Mira Road (GDV of ₹700 crore) and Sunteck Beach Residences (GDV of ₹400-₹450 crore), Sunteck Niagaon with a GDV value of ₹350 crore in FY26. • The company aims to sustain pre-sales growth and improved margins in FY26, with plans to launch the Dubai project by late FY26 or early FY27 and formally unveil the ₹5,400 crore GDV Nepean Sea project.

#SECTOR #POTENTIAL • The real estate market in India has grown by 11.3% CAGR from 2008 to 2020. It is expected to reach $1,000 bn by 2030. By 2025 end, the sector would contribute ~13% to India’s GDP. • In 2024, saleable area supply stood at 609 msf while absorption was 588 msf. In value terms, supply was ₹5.3 lakh cr & absorption was ₹5.7 lakh cr. In terms of supply of units amongst top 7 cities, MMR has an average share of 31% from 2019-2024. • The share of affordable segment (less than ₹40 lakh) has declined from 30% in 2020 to 16% in 2024. The combined share of midend (₹40-₹80 lakh) & high-end (₹80 lakh-₹1.5 cr) was 61% in 2020, which has moved down to 51% in 2024, with mid-end declining and high-end rising. The share of luxury (₹1.5-₹2.5 cr) and ultra-luxury (₹2.5 cr+) rose from 6% and 3%, respectively in 2020 to 14% and 17%. • Mumbai, being the largest real estate market in the country is set for a major boom, which will further add to the overall surge. A new coastal road, a metro rail and a trans harbor link are among the many ongoing infrastructure projects that are meant to transform India’s commercial capital into a modern and efficient city. As these projects complete over the next few years, new micro markets will open in and around Mumbai, as commuting would become easier. That will boost real estate development further. • Sales: Residential sales across India’s top 7 cities declined by 28% YoY in Q1 2025 to ~93,300 units, impacted by price resistance and geopolitical uncertainties. • Launches: New launches stood at ~1,00,000 units, down 10% YoY, with a strong tilt toward premium and luxury segments in Q1 2025. • Inventory: Despite slower sales, available inventory fell 4% YoY to ~5.6 lakh units, indicating healthy absorption in select markets Q1 2025 for top 7 cities of India.

#PAT #MARGIN The PAT margin for FY25, was 17.4%. In FY24, the PAT margin reported was 12.5%. CASE STUDY

#EBITDA #MARGIN The company has project EBITDA margin at ~35% and 15%-20% in the affordable segment which presently stands at 25%-30%. Because of following project completion method, expenses are accounted in the current year itself irrespective of the project getting completed or not. The EBITDA margin for FY25 was 21.8%.

#PAT #GROWTH In FY25, the company reported consolidated PAT of ~₹148.5 cr of which profit of ₹1.84 cr is from shares associate. In FY24, the company reported profit of ₹70.8 cr. Whereas PAT from joint venture associates stands at ₹0.10 cr.

#EBITDA #GROWTH In FY25, the EBITDA was ₹185.8 cr. In FY24, the company reported an EBITDA of ₹117.3 cr. Cost of construction and development contributes the highest of the total expense which majorly includes Land and development rights, contracting costs, Liaisoning and approval costs, design and consultancy fees. Whereas in case of other expenses, Advertisement and brokerage, legal and professional fees, rates and taxes and facility management are the major contributors.

#SALES #GROWTH In FY25, the company registered a revenue of ₹853 cr backed by revenue recognition of Sunteck World projects and BKC (Bombay Kurla Complex) projects. They have launched a new phase at their Naigaon project in Sunteck UltraWorld with a potential GDV (gross developmental value) of ₹600 crore. The launch price is ~₹10,000 per sq. ft. The total business development GDV (gross developmental value) for the company stands at ~₹40,000 crore, which has more than doubled in the last 2 years. In FY24, the Uber Luxury project at BKC generated sales of ₹245 cr worth of stock v/s ₹200 cr of stock sold together in last 3 years. Pre-sales for the year was lower than their guidance of ~₹2,000 cr due to delay in launch of new tower at Mira Road. The revenue registered during the year was ₹565 cr. The company recognized revenue to the tune of ₹284 cr from Sunteck Maxxworld at Naigaon with project level margin of 30%.

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Sunteck Realty Ltd Company Details Report Sunteck Realty Ltd is one of the fastest growing real estate development companies of the country based in Mumbai. SRL has its own in-house project management team and strategic tie-ups with domestic/international contractors, architects, engineers and brand partners. The company focuses on designing, developing, and managing commercial and premium residentials. The company focuses on a city centric development well spread-out across Mumbai Metropolitan Region (MMR). It has acquired more than 50 million sq ft with a Gross Developmental Value (GDV) of ₹39,370 cr. The company has entered into various Joint development agreement (JDA) projects which has helped the company better manage its financials in a disciplined manner and remain asset light. The company has 50:50 JV with Piramal Realty called Piramal Sunteck Realty Pvt Ltd which was formed in 2007. Sunteck offers 6 brands under the name of Signature (Uber Luxury Residencies raging from ₹30 cr - ₹40 cr), Signia (Uber Luxury Residencies raging from ₹5 cr - ₹20 cr), Sunteck City, Sunteck Beach Residences and Sunteck Sky Park (Upper - Mid Income Large mixed-use development between ₹1 cr - ₹3 cr), Sunteck World (Lower Mid Income between ₹25 lac - ₹1.25 cr) & Sunteck (Commercial) which allows them to be present across pricing spectrum. It is focusing on middle income and aspirational group where they intend to offer well designed and quality apartments the pre-sales mix also reflects. The company follows project completion method of revenue recognition as per IND AS 115 where presales and collections are based on bookings and customer advances. Presales convert to revenue at project completion. The collections for FY25 were ₹1,255 cr of which ₹421 cr came from Uber luxury, ₹294 cr from Premium luxury, ₹435 cr from Aspirational luxury and others at ₹105 cr.

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TTK Prestige Limited 450-510 Expected level 650 Support 390

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Jubilant FoodWorks 400-495 Expected level 580 Support 352

#COMPANY #OUTLOOK • DP Eurasia plans to expand the number of Domino’s stores to 1,000 in the coming years. Additionally, Domino’s is projected to establish a presence in 700 cities across India, reaching a total of 3,000 stores by FY28. In FY26, 250 new additions is planned for Domino’s India, 30 for popeyes in India, 30 for Domino’s Turkey and 50 for Coffy. • Going forward, the company anticipates a double-digit revenue CAGR and a double-digit profit CAGR, along with a margin improvement of over 200 basis points. • By FY28, it aims to make Popeyes the 2nd largest chicken brand in India and Coffy in the top 3 coffee chains in Turkey. It also plans to expand Coffy to international markets. store boosting employee productivity. • Elate, India’s first android-based point of system sales and a cloud native was launched by the company. This was developed by the company’s in-house team. It is expected to streamline operations, personalize customer journey and reduce training time in • Losses from emerging formats are projected to reduce by at least half within the next 12-18 months, as the company improves unit economics and manages expansion for other brands. • Overall capex will moderate to some extent as the high cycle of supply chain commissary capex is behind, but the company plans to accelerate store openings, shifting capex towards faster and higher revenue and return-generating investments. • Store capex per store has been consistently reducing by 10%-15% annually due to scale and negotiations with landlords for investment. The company calibrates store sizes based on location, opening smaller stores in urban centres that are more deliverycentric, and larger ones in tier 2-4 cities where dining-in demand is higher. • On pricing, the company is taking calibrated price increases in a few places. However, the primary focus shall be on penetrating more and growing the 5,000-store franchise.