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KHAICHEM AAJ 61 FROM 49.5 🚀🚀🚀🚀

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Gravy India 65.17 🔒🔒🔒😳😳😳 😂😂😂 Mazza aaya kya bhai log

Gravy India 65

Grovy 63

Expecting 85-95 very quickly Probably in this week

"Building on this momentum, the Company intends to evaluate opportunities to increase the number of such collaborative projects." — Chairman's Message This partnership is a force multiplier — it gives Grovy access to institutional capital without diluting equity or loading up on expensive debt. What the Management Says Quotes from Chairman Prakash Chand Jalan (verbatim from filings): "With our running inventory in hand and our strategic collaboration with Golden Growth Fund, we believe the Company is well positioned to achieve 2-3x increase in project development over the next few years." "We continue to witness strong demand in the real estate market, particularly in South Delhi, which remains a resilient premium residential market with strong long-term potential." "We remain committed to creating long-term shareholder value through sustainable growth, strong governance, and prudent capital allocation." The 4-Pillar Growth Roadmap 1️⃣ Scale: 20-25 Projects Per Year From single-digit project execution to 20-25 projects annually over the next 3 years. That's a 2-3x jump in operational capacity. 2️⃣ Capital: ₹40 Crore Fundraising Tranche 1: ₹15 Crore preferential issue at ₹36/share — approved by shareholders on July 8, 2026 Promoters are subscribing to 33% of the issue (massive skin in the game) Authorized capital increased from ₹13.5 Cr to ₹25 Cr Balance to be raised as per market conditions 3️⃣ Capital Partnership: GGF The ₹400 Cr AIF backing provides: Access to institutional capital Reduced dependence on bank debt Risk-sharing JV model Scalable pipeline 4️⃣ NSE Listing "Over the next 3 years, the Company aims to list on the National Stock Exchange (NSE) to enhance liquidity, broaden the investor base, and strengthen market visibility." This could be a major re-rating catalyst — attracting institutional investors who don't touch BSE-only small-caps. The Risks No research is complete without the downsides: ⚠️ Income Tax Demand: ₹119.24 Lakhs for FY19-20 — being contested at ITAT. Management believes it's without legal justification. ⚠️ Auditor Changes: Two auditor resignations in 2024. New auditor M/s Ajay Rattan & Co appointed. ⚠️ CS Turnover: Multiple company secretary changes. A new CS (Simran Rajput) was appointed in December 2025. ⚠️ Real Estate Cycles: Premium housing could slow in a downturn, though South Delhi's supply constraints provide a buffer. ⚠️ Execution Risk: Scaling from 8 to 25 projects is ambitious. But 40+ years of experience and GGF backing help. The Valuation Picture At a market cap of ~₹75 Crore (₹56.28 per share, 1.33 Cr shares): MetricValueTotal Assets₹8,677 LakhsAnnualized Revenue (Q1 run-rate)~₹11,000 LakhsAnnualized PAT (Q1 run-rate)~₹760 LakhsAnnualized EPS (Q1 run-rate)~₹5.7P/E (on annualized Q1)~10xPrice/BookVery low (assets dwarf market cap) For a company growing PAT at 70% CAGR, with a ₹6 Lakh Crore addressable market, institutional backing, and a clear growth roadmap — the valuation does not look demanding. The Bottom Line Grovy India is a tiny, well-managed, asset-backed developer sitting in the middle of the most premium real estate market in India, with a ₹400 Crore institutional fund as a partner, and a plan to scale 2-3x. The pieces are in place: ✅ Superior business model (15-month turnaround, zero regulatory risk) ✅ Explosive financial trajectory (70% PAT CAGR) ✅ Institutional capital backing (₹400 Cr GGF) ✅ Clear growth roadmap (20-25 projects, NSE listing) ✅ Promoter confidence (buying at ₹36 in preferential issue) ✅ Massive addressable market (₹6 Lakh Crore) ✅ Low valuation base (₹75 Cr market cap) Whether this becomes a multi-bagger depends on execution. But the ingredients are all there. we expect targets of 100 - 150 - 200++ in Long Run approx. 12-15 months horizon

🏗 Grovy India Ltd: cmp 59 A Tiny ₹75 Cr Developer Sitting on a ₹6 Lakh Crore Goldmine A deep dive into the boutique luxury developer that's quietly dominating South Delhi's redevelopment market. Not SEBI Registered. This is not investment advice. Just research. The Setup Imagine a real estate developer that: Operates in one of the most supply-constrained premium markets in the world Turns around projects in 15-18 months (vs 5-7 years for most developers) Faces near-zero regulatory risk Has zero sale uncertainty Grew profits 70% CAGR over 3 years Has a market cap of just ₹75 Crore And has a ₹400 Crore institutional fund backing it Sounds too good to be true? Meet Grovy India Limited. The Company Founded in 1985, Grovy India is a boutique luxury residential developer focused exclusively on South Delhi and Lutyens' Delhi — the most premium, land-scarce micro-markets in India. They've delivered 150+ projects and served 1,500+ families over 40 years. But here's the thing — they're still tiny compared to the opportunity. The management team is a family affair with serious credentials: Prakash Chand Jalan (Chairman & MD) — ICAI member, 40+ years in finance Nishit Jalan (CFO) — BITS Pilani engineer Ankur Jalan (Director) — b.tech Manipal, Masters in Construction Management from University of Salford The Market: Why South Delhi is Different Here's a comparison that tells you everything about why Grovy's business model is superior: NCR ProjectsFactorSouth DelhiGreenfieldProject TypeBrownfield60-72 MonthsTurnaround15-18 MonthsHighTime RiskNilHighCost EscalationNegligibleHighRegulatory UncertaintyNilUnderdevelopedInfrastructureFully DevelopedHighPrice VolatilityLowHighSale UncertaintyNil South Delhi is a mature, stable, premium market where no new land allotments have happened in 50+ years. The only way to create new housing is through redevelopment — which is exactly what Grovy does. The total addressable market? ₹6 Lakh Crore (~$72 Billion) across 40 colonies. The Three Business Models Outright Purchase — Grovy buys the property, builds, and sells. Maximum upside. Collaboration (JV) — Grovy buys a portion of land in exchange for constructing the full property. Lower capital deployment. Turnkey — End-to-end construction for the property owner. Asset-light, fee-based. This diversification means Grovy can capture opportunities across the capital spectrum. The Numbers: Explosive Growth MetricFY 2023-24FY 2024-25FY 2025-26Q1 FY26-27Revenue (₹ Lakhs)2,0242,6363,5352,758PAT (₹ Lakhs)100179290190EPS (₹)0.75*1.352.171.43Total Assets (₹ Lakhs)3,0404,8557,3358,677 3-Year CAGR: Revenue 32.2% | PAT 70.1% *EPS adjusted for 3:1 bonus issued Oct 2024 And the Q1 FY26-27 numbers are breathtaking: Revenue: ₹2,758 Lakhs — up 249% vs previous quarter PAT: ₹190 Lakhs — up 114% vs previous quarter EPS: ₹1.43 — up 114% vs previous quarter The Project Pipeline Ongoing (10 projects — ~183,000 sq.ft) LocationAreaExpected DeliveryGreater Kailash 215,000 sq.ftQ3 (26-27)Greater Kailash 115,000 sq.ftQ4 (27-28)Greater Kailash 120,000 sq.ftQ3 (27-28)Hauz Khas15,000 sq.ftQ1 (27-28)Hauz Khas15,000 sq.ftQ3 (27-28)Anand Niketan17,000 sq.ftQ3 (26-27)Neeti Bagh36,000 sq.ftQ3 (27-28)Defence Colony15,000 sq.ftQ4 (27-28)Defence Colony15,000 sq.ftQ1 (28-29)Gulmohar Park20,000 sq.ftQ3 (27-28) New in Q1 FY26-27 (3 projects — ~50,000 sq.ft added) Defence Colony (15,000 sq.ft) — May 2026 Gulmohar Park (20,000 sq.ft) — June 2026 Defence Colony (15,000 sq.ft) — July 2026 Pipeline Safdarjung Enclave (20,000 sq.ft) Anand Niketan (30,000 sq.ft) The Game Changer: Golden Growth Fund In early 2024, Grovy announced a strategic collaboration with Golden Growth Fund (GGF) — a ₹400 Crore SEBI-registered Category II AIF specializing in luxury South Delhi real estate. The first JV project — Neeti Bagh, 36,000 sq.ft — has an estimated ₹33 Crore revenue potential. Three projects are already underway with GGF, and the company is actively evaluating more.

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