Current price is more than the intrinsic value

Intrinsic Value

Stock has been generating better return on equity than bank FD

ROE vs FD rates

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry Point

Stock in ASM list and too much promoter holding pledged

Red Flags Found

Companies have mitigated this cost impact via price hikes of 5-8 per cent in FY23. They are looking to raise prices further to improve margin.

Real estate picks for FY23: Macrotech Developers, Oberoi Realty could give over 40% return

Realty major Macrotech Developers Ltd announced its entry in the Bengaluru market and has formed a joint venture to develop its first housing project with an estimated sales bookings of Rs 1,200 cr

Macrotech Developers enters B’luru; eyes Rs 1,200 cr sales from 1st project

The company said it has “closed a built-to-suit transaction with Skechers to develop 1.1 million square feet at National Distribution Centre (NDC) at Lodha Industrial and Logistics Park, Palava”.

Macrotech Developers to provide warehousing space to Skechers near Mumbai

The new Skechers distribution centre will be undertaken in two phases, with the first phase being delivered in mid-2023.

Macrotech Developers to provide 1.1 million sq ft warehousing space to Skechers near Mumbai | The Financial Express

The measures sparked rally in shares of DLF, Macrotech Developers, Oberoi Realty, Sobha, Brigade Enterprises, and Godrej Properties

Real estate stocks surge on RBI measures to improve credit to sector

“This is an exciting partnership that brings together an experienced real estate developer with deep digital infrastructure capabilities with the complementary support of global investors with long track records of success in commercial real estate,” Ali Haroon, Managing Director at Bain Capital sai…

Macrotech Developers, Bain Capital, Ivanhoé Cambridge to invest $1bn to develop warehousing parks | The Financial Express

Lodha Group, listed as Macrotech Developers, has entered into a partnership with Bain Capital and Ivanhoé Cambridge to develop a next-generation green digital infrastructure platform.

Lodha, lvanhoé Cambridge, Bain Capital ink $1 billion partnership for green digital infrastructure

Macrotech Developers MD and CEO Abhishek Lodha said: “We spent about Rs 2,600 crore on construction last fiscal year. Our construction spend is estimated at Rs 3,800 crore during the current fiscal.”

Macrotech to invest Rs 3,800 cr in FY23 on construction of realty projects: MD Abhishek Lodha

The brokerage’s top midcap stocks picks include Ashok Leyland, Macrotech Developers, APL Apollo Tubes

Top midcap, smallcap stocks to buy: Here are Motilal Oswal’s picks

Macrotech Developers, one of the leading real estate developers in the country, got listed last year by raising Rs 2,500 crore through its Initial Public Offer (IPO).

Macrotech in talks with investors for industrial park funding platform

Macrotech Developers Managing Director (MD) and Chief Executive Officer (CEO) Abhishek Lodha said: “The talks are in advance stage for setting up a platform for warehousing and industrial parks. We will be hopefully announcing the deal in the next 3-4 weeks”.

Macrotech in talks with investors for industrial park funding platform; plans USD 1 bn investment | The Financial Express

Macrotech Developers is engaged in developing real estate across the residential and commercial sectors in the Mumbai, Pune and London.

Macrotech Developers Ltd

Macrotech Developers Ltd

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Real estate picks for FY23: Macrotech Developers, Oberoi Realty could give over 40% return

Macrotech Developers enters B’luru; eyes Rs 1,200 cr sales from 1st project

Macrotech Developers to provide warehousing space to Skechers near Mumbai

Macrotech Developers to provide 1.1 million sq ft warehousing space to Skechers near Mumbai | The Financial Express

Real estate stocks surge on RBI measures to improve credit to sector

Macrotech Developers, Bain Capital, Ivanhoé Cambridge to invest $1bn to develop warehousing parks | The Financial Express

Lodha, lvanhoé Cambridge, Bain Capital ink $1 billion partnership for green digital infrastructure

Macrotech Developers Ltd

Intrinsic ValueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry PointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Real estate picks for FY23: Macrotech Developers, Oberoi Realty could give over 40% return

Macrotech Developers enters B’luru; eyes Rs 1,200 cr sales from 1st project

Macrotech Developers to provide warehousing space to Skechers near Mumbai

Macrotech Developers to provide 1.1 million sq ft warehousing space to Skechers near Mumbai | The Financial Express

Real estate stocks surge on RBI measures to improve credit to sector

Macrotech Developers, Bain Capital, Ivanhoé Cambridge to invest $1bn to develop warehousing parks | The Financial Express

Lodha, lvanhoé Cambridge, Bain Capital ink $1 billion partnership for green digital infrastructure

Intrinsic Value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry Point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock