Whalesbook
Toh scene yeh hai ki Inorbit Malls, jo K Raheja Corp group ka hissa hai, unhone bade hosh se Prozone Group ke do malls pakad liye hain. Ek Chhatrapati Sambhaji Nagar mein aur doosra Coimbatore mein. Deal ka figure hai ₹1,242.50 Crore, aur isse Inorbit ka portfolio seedha 1.2 million square feet badh gaya hai. Is move se unki tier 2 cities mein presence bhi zabardast ho gayi hai.
Ab sabse bada sawal, Prozone waale itne kam price pe kyun bech rahe hain? Toh bhai, unka financial situation bilkul theek nahi hai. Company loss mein chal rahi hai aur debt ka pressure badhta hi jaa raha hai. Latest reports bata rahi hain ki unka net debt ₹206 Crore se jump karke ₹288 Crore ho gaya tha March 2025 se September 2025 ke beech. Profit toh alag hi chal raha hai, P/E ratio negative -24.72x se -47.8x tak jaa raha hai. Isliye lagta hai ki Prozone financially stressed hai aur ussi wajah se yeh assets bechne pade.
Yeh deal India ke retail real estate sector ke liye ek bada sign hai. Sector abhi bhi kaafi mazboot hai, haan leasing mein thodi kami aayi hai Q1 2026 mein (28% drop), lekin malls mein toh demand bani hui hai. Is deal ke baad Inorbit, Nexus Select Trust, DLF Malls, Phoenix Mills, aur Oberoi Malls jaise bade players ke beech competition aur tez ho jayegi. Sab log ab tier 2 cities pe dhyan de rahe hain jahan growth potential zyada hai.
Overall dekha jaaye toh India ka retail market 2032 tak $2 trillion ka ho jayega. Toh Inorbit ka yeh move growth area mein entry ka accha tarika hai. Par dikkat yeh hai ki Prozone ki financial problems shayad Inorbit ko bhi thoda pareshan kar sakti hain. Dekhte hain yeh acquisition Inorbit ke liye kitna faydemand hota hai.