COMPANY PRESENTATIONS
By: Aadi Gala
KJ SIMSR
Infrastructure Sector
• India’s infrastructure financing requirement is
estimated at 50 lakh crores in next 5 years and
4.94 lakh crores has been allotted.
• Bharatmala Pariyojana approved with an
estimated cost of 5.35 lakh crores.
• 37 lakh houses in urban areas and 51 lakh
houses in rural areas to be built in 2018-19
under Housing for All scheme
Housing Development
• In 2017-18 budget, affordable housing was given status of
infrastructure
• 69% of country’s population is in prime buying age of 20-40
years which is more than any other country in the world
• Per capita income is expanding at a CAGR of 10% in the past 5
years and the trend is expected to continue
• Housing for All scheme launched in 2015 aims at building 2
crore urban and 3 crore rural households by 2022
• In Nov’17, GoI increased the carpet area of residences
classified as affordable so as to help builders reduce their
existing large inventories.
3
Expansion in roadways
• Value to of total roads/bridges
grew at a CAGR of 13.6%
• An outlay of 6.92 lakh crore was
approved in Oct’17 to build a road
network of 83,667km over next 5
years including Bharatmala
projects.
• Creation of National Highways
Investment Promotion Cell to
attract foreign and domestic
investments towards highway
sector.
4
• Established in 1990
• India’s largest publically listed developer by
booking value over past two years
• 150 million sq. ft. of developable area across
India
• Differentiated asset light model
Leadership
• Mr. Adi B. Godrej, Chairman Emeritus
• Mr. Pirojsha Godrej, Executive Chairman
• Mr. Mohit Malhotra, MD & CEO
Shareholding Pattern
Financials
Financials
Business Opportunities
• Access to Godrej group’s land bank across
India (eg: Vikhroli)
• Lowest bank funding rates in the sector
• Competitive advantage in executing joint
development projects.
• 8 new projects/phases to be launched next
year.
• Foray into affordable housing to provide
incentives and reduce costs.
Recommendation
937.80
24%
754.40
• Founded in the year 2000
• Sunteck Realty today manages a development
portfolio catering to the ultra Luxurious and
Premium segment of over 23 mn.sq.ft spread
across over 25 projects
• The JV, called Piramal Sunteck Realty Pvt Ltd.
is focusing on premium projects in the most
sought after locations in metros and select
Tier II cities in India.
Leadership
• Mr. Kamal Khetan, Chairman & MD
• Mr. Atul Poopal, Executive Director
Shareholding Pattern
Financials
Business Opportunities
• Selectively evaluating opportunities in the
mid-income value homes segment under a
new brand, where it will be using the benefits
available under the affordable housing
regulations
• 7 under construction projects at different
stages of completion
• Asset light model via JVs and JDAs
• Strong partnerships with leading institutions
Recommendation
606.63
50%
400.85
• Incorporated in 1995
• KNRCL is a multi-domain infrastructure project
development company providing EPC services
across various fast growing sectors namely
roads & highways, irrigation and urban water
infrastructure management
Leadership
• Mr. K. Narasimha Reddy, Founder & MD
• Mr. K. Jalandhar Reddy, Executive Director
• Mr. B. V. Rama Rao, Non Executive and
Independent Chairman
Shareholding Pattern
Financials
Business Opportunities
• The company has been awarded first HAM
project from NHAI of value Rs 10.2 billion in
the state of Tamil Nadu.
• The company is also lowest bidder in another
HAM project of Rs 11.7 billion in Karnataka
where awarding is expected in near future.
• The company has strong bid pipeline of road
projects in South India and targets to add Rs
25-30 billion of new orders.
Recommendation
413.20
40%
293.30
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