Godrej Reserve Ne Machaya Dhoom! ₹5,000 Cr Sales Paar, Mumbai Market Slowdown Mein Bhi Prices Chadhe

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AuthorKavya Nair|Published at:
Godrej Reserve Ne Machaya Dhoom! ₹5,000 Cr Sales Paar, Mumbai Market Slowdown Mein Bhi Prices Chadhe
Overview

Arre bhai, Godrej Properties ka Kandivali East wala project, Godrej Reserve, ne kamaal kar diya! Sirf do saal mein **₹5,000 Crore** se zyada ki sales kar li aur local property prices bhi **21%** badha diye. Yeh sab tab jab Mumbai market mein thoda slowdown hai aur buyers thoda darr rahe hain.

Toh bhaiyon aur behnon, Godrej Properties ke Kandivali East wale project, 'Godrej Reserve', ne toh kamaal hi kar diya! Sirf do saal mein ₹5,000 Crore se zyada ki sales nikali hai aur 1,350 se zyada ghar bech diye hain. Is project ki wajah se wahan local property prices bhi 21% badh gaye hain. Yeh sab tab jab poori Mumbai market mein thoda haal khas nahi hai.

Asal mein, poore Mumbai mein naye project launches kam ho gaye hain, lagbhag 40% tak gir gaye hain, jo pichle 5 saal ka sabse low hai. Buyers bhi abhi cautious hain, economic uncertainty ki wajah se wait and watch mode mein hain. Achhi baat yeh hai ki unsold inventory bohot kam hai, sirf 1.2 saal ka, matlab jo ghar hain woh jaldi bik rahe hain.

Godrej Properties Limited (GPL) ki baat karein toh, company ka market cap ₹46,700 - ₹47,100 Crore ke aas paas hai. Unki yearly sales aur profit growth toh achhi hai, 46.52% aur 79.15% respectively. Lekin, yahan investors ke liye kuch red flags hain: P/E ratio 25.0 to 34.4 hai, jo industry average 12.96 se kaafi upar hai. Operating cash flow bhi negative mein hai, -₹1,757.84 Crore, aur return on equity bhi sirf 7.24% hai.

Mumbai waise bhi sabse mehenga market hai, aur FY 2024-25 mein luxury homes ki demand ne record sales ki thi. Western Suburbs, jahan Kandivali hai, woh Mumbai ki total sales ka 57% se zyada share rakhta hai.

Investors ko thoda aur bhi dhyan dena chahiye: pichle 3 saal mein revenue growth 9.78% hi rahi hai, ROE 6.53% thi, aur cash flow negative tha. Kuch bade investors ne bhi shares kam kiye hain.

Aur haan, jo ₹5 Crore to ₹20 Crore wale apartments hain, unke buyers bhi global events aur stock market ki wajah se thoda ruk rahe hain. Godrej Reserve mein abhi bhi projects launch hone hain, toh agar demand kam hui toh future sales par pressure aa sakta hai. Aur kuch ghar toh 2030-2031 mein hand over honge.

Lekin, sabko daraane wali baat nahi hai! Analysts ka kehna hai ki near-term mein Godrej Properties ke liye outlook positive hai. Unka consensus 'Buy' rating hai aur price targets mein 33-44% tak ka upside dikh raha hai. Company ke paas 102 ongoing aur upcoming projects hain, jo future growth ka solid base hain. Aur Mumbai real estate mein property values mein steady, moderate growth expected hai, FY2026 mein 6-8% tak ka.

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