Update shared on 24 Nov 2025
Fair value Increased 7.29%Analysts have raised their price target for Mahindra Lifespace Developers from ₹516.83 to ₹554.50. They cite improved revenue growth and higher profit margin expectations as key drivers for the upward revision.
What's in the News
- The Board of Directors approved the resignation of Mr. Avinash Bapat as Chief Financial Officer as he transitions to a new role within Mahindra Group. Mr. Sriram Kumar has been appointed as his successor, effective November 1, 2025 (Executive Change).
- The company acquired 13.46 acres of prime land in Nande-Mahalunge, Pune, with future development potential estimated at approximately INR 35,000 million (Business Expansion).
- The company has been selected as the preferred partner for the redevelopment of four residential societies in Malad (West), Mumbai, expanding its presence in the region with a project value of INR 8,000 million (Client Announcement).
- A Special/Extraordinary Shareholders Meeting is scheduled for November 5, 2025, via postal ballot, to approve the acquisition of a stake from Actis Mahi Holdings in Mahindra Homes Private Limited (Shareholder Meeting).
- The company has been chosen as a partner for two society redevelopment projects in Chembur, Mumbai, enhancing urban living and sustainability with a gross development potential of about INR 1,700 million (Client Announcement).
Valuation Changes
- Consensus Analyst Price Target has increased from ₹516.83 to ₹554.50, reflecting an improved outlook.
- Discount Rate has risen moderately from 15.94% to 17.55%.
- Revenue Growth projection has edged up slightly from 93.66% to 95.67%.
- Net Profit Margin estimate has improved from 20.86% to 24.08%.
- Future P/E has decreased significantly from 64.21x to 52.33x, indicating higher expected earnings relative to price.
Disclaimer
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