This real estate company is outshining its rivals

Introducing Phoenix Mills

The Mumbai-based real estate developer has been buoyed by double-digit revenue growth and operating profit over the last five years.

More accomplishments

It is the only real estate company to report a positive cash flow from operations in each of the last 10 years.

There’s more…

It also generated a sector-beating operating profit margin of 50.4 per cent as of the 12 months ending September 2023.

Stock performance

Unsurprisingly, Phoenix Mills’s stock price has soared over 300 per cent since 2019

Reasons behind its success

The company has India’s largest mall portfolio, contributing to around 70 per cent of its revenue as of FY23.

Achieving targets

Back in FY19, the company had set a target to double its mall property from 4 million square feet to 8 million square feet. The company achieved this feat in FY23.

Diverse portfolio

The company isn’t reliant on malls alone. It has residential properties and hotels. The revenue from its hotel business has grown in double digits consistently.

Future outlook (Part 1)

The company, riding on India’s retail story, intends to expand its mall footprint, setting a target of 14 million square feet by 2027.

Future outlook (Part 2)

Beyond its malls, the company will rely on its new hotel in Bengaluru, a residential project in Kolkata, and 4 new commercial office spaces to be its key growth drivers.

Risks

Despite remarkable growth, the company has a Valuation Score of just 3/10 and a Stock Rating of 3.

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