Mason Infratech Limited · NSE:MASON
Mason Infratech — Investor Presentation (June 2025)
50 slides from Mason Infratech's investor presentation, Jun 17, 2025
Slide 1: Exchange filing cover letter to NSE
Limited CIN No. L43900MH2023PLC401571 Date: 17-06-2025 To, The National Stock Exchange of India Ltd. “Exchange Plaza” C-1, Block-G Bandra Kurla Complex, Bandra (East) Mumbai – 400 051 Symbol: MASON ISIN: INE0SH001010 Sub: Investor Presentation of Mason Infratech Limited Dear Sir/Madam, Pursuant to R
Slide 2: Mason Infratech Limited Investor Presentation H2 FY25
MASON INFRATECH LIMITED Pioneering India's Construction Revolution INVESTOR PRESENTATION H2 FY25
Slide 3: Safe Harbour
SAFE HARBOUR This presentation and the accompanying slides (the “Presentation”) are solely for information purpose and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not form the basis or be relied on in connection with any contract or
Slide 4: Welcome to our Presentation
Welcome to our PRESENTATION 1. Company Overview 2. Business Model 3. Projects 4. Growth Drivers 5. Management 6. Industry Overview 7. Financial Performance
Slide 5: Company Overview
Company OVERVIEW Based in the Mumbai Metropolitan Region (MMR), we specialize in constructing residential and commercial buildings. Our expertise extends to lifestyle projects and high-value standalone structures, utilizing advanced industry practices to stay abreast of technological advancements. O
Slide 6: Robust YoY Financial Performance
ROBUST YOY FINANCIAL PERFORMANCE Revenue (In Lakhs) EBITDA (In Lakhs) PAT (In Lakhs) 8000 2000 1931.55 1400 7518.24 6905.49 1238.02 1200 7% 1535.32 8 % 8. 6000 1500 0 983.45 .8 1000 9% 25 800 5.8 4000 1000 2 600 400 2000 500 200 0 0 0 H2FY24 H2FY25 H2FY24 H2FY25 H2FY24 H2FY25 EBITDA % PAT % EPS (In
Slide 7: Chairman Commentary
Chairman COMMENTARY At Mason Infratech, we are redefining the real estate execution model with our capital-efficient, technology-driven approach. Our continued focus on mechanization, in-house capabilities, and streamlined processes has enabled us to achieve up to three slab cycles per month —result
Slide 8: Our Journey
Our JOURNEY 2020 2021 2022 2023 2024 2025 Formation of Mason Mason got the second Award- Received Conversion from Successfully listed Strategic investment of Infrastructure as a order for their Rehab Corporate Partnership Private on NSE Emerge. 50% equity stake in Partnership Firm. Building; the con
Slide 9: Business Model
BUSINESS MODEL Full Labour Oriented (FLO) Lock & Key Developer (~75% of Orderbook*) (~15% of Orderbook*) Developers come up with their Full Labour Oriented (FLO) Projects: These Our Lock & Key projects are turnkey solutions announced projects and hire projects involve the provision of full labour wh
Slide 10: RCC Business
RCC Business Our Scope of work includes R.C.C. work, rubble stone, light weight block Masonry and external plastering etc. work including all types of material, labour, and other tools. All work under the projects is carried out as per the applicable industry norms. Reinforcement steel and ready-mix
Slide 11: Lock & Key Business
Lock & Key Business In such type of project our scope of work includes entire Civil & Finishing work, electrical, plumbing, drainage and sanitation, firefighting, carpentry works, STP (Civil Works), Windows, elevators but excluding excavation, shore piling works and major equipments. All materials t
Slide 12: Our Projects
Our PROJECTS
Slide 13: Mahavir Springs - Thane
M MASON MAHAVIR SPRINGS - THANE
Slide 14: Foresta - Executed Project
FORESTA - EXECUTED PROJECT
Slide 15: Signet B - Thane SRA Interiors
SIGNET B - THANE SRA INTERIORS
Slide 16: Our Projects
OUR PROJECTS DAMJISHAMJI SHAH GROUP. TRANSCON DEVELOPERS SONI & ASSOCIATES LODHA GROUP Project Name: Mahavir Springs, Thane Project Name: SRA Building, Andheri (W) Project Name: Soni Arcade, Borivali (W) Project: Sterling Tower G, Thane Basement + Ground + Podium + 42 floors. Basement + Ground + Pod
Slide 17: Our Projects
OUR PROJECTS = | | Project: Transcon Triumph Tower 4, Project: Lodha Foresta, Dombivli (W) Project: Bella Vista, Thane Andheri (W) Project: Signet, Thane Ground + 22 floors. 2 Basements + Ground + 2 Podiums + 35 Basement + Ground + 4 Podiums + 35 Total Size: Total Size: 3,15,000 Sq. ft. Floors. B pe
Slide 18: Orderbook
ORDERBOOK Sr.No. Name of the Project Location Type of Project Type of Work Allotted Year of Commence ment BUA (inSq. Ft.)(Amm) Basement+ Ground+Podium + 2 1 Mahavir Springs Thane, Maharashtra RCC , Block work and plaster 2020 11,98,000 Towers 42 and 50 Floors building Andheri, Mumbai, Basement+ Grou
Slide 19: Orderbook and Project Pipeline Success
ORDERBOOK Sr.No. Name of the Project Location Type of Project Type of Work Allotted Year of Commence ment BUA (inSq. Ft.)(Amm) India Bulls Greens 14 Panvel Non Tower Area RCC , Block work and plaster 2025 9,50,000 (NTA) 15 Poddar Riviera Ulhasnagar Ground + Podium + 22 Floors Lock and Key 2025 5,44,
Slide 20: Ongoing Projects worth ~410 Crores
ONGOING Projects worth ~410 Crores % of Total Work % of Total Work % of Total Work % of Total Work % of Total Work BUA (inSq. Ft.) Sr.No. Name of the Project Location Order Completed Order Completed Order Completed Order Completed Order Completed (Amm) tiil 31.03.22 tiil 31.03.23 tiil 31.03.24 tiil
Slide 21: Megastone Projects Pvt. Ltd: A New Associate Company
Megastone Projects Pvt.Ltd: A New Associate Company Expected Orderbook Sr.No. Name Of Entity Type No. Of Projects Duration from IOD (In Cr) 1 Megastone Projects Private Limited Acquisition 115 1 30 Months Strategic investment Megastone Projects Thane represents a of 50% equity stake Pvt. Ltd. has en
Slide 22: Milestone Projects and Developers: A New Associate Company
Milestone Projects and Developers Private Limited: A New Associate Company Mason Infratech acquires 30% equity shares in ‘Milestone Projects and Developers Private Limited’ The target company engages in construction activities as contractors, builders, and developers, acquiring, managing, or leasing
Slide 23: Our Clients
ST ice aaee Indiabulls L ( é DS DAMJI SHAMJI SHAH GROUP reso ee Transcon Art of Transforming
Slide 24: Key Strengths
KEY STRENGTHS Experienced Promoters and Access to Skilled 01 02 Customer-Centric Approach Workforce The Company tailors services to each Our experienced promoters drive growth and client's needs, focusing on strong adaptability. With 161 staff members as of partnerships and clear communication. Dece
Slide 25: Key Opportunities
KEY OPPORTUNITIES High-Rise & Sky Scrapper Buildings As a real estate construction contractor specializing in high-rise and skyscraper buildings, we prioritize precision, innovation, and expertise in structural dynamics. Our process involves using high-strength Focus on Redevelopment and concrete, a
Slide 26: Labour Force - Mason's Core
LABOUR FORCE - MASON’S CORE Quality Accommodation: Mason offers labor camps with essential amenities for comfort and well-being. Health Checkups: Regular health checkups are conducted to ensure the workforce remains fit and healthy. Labour Camp X-ray Safety Measures: Comprehensive safety protocols a
Slide 27: Use of Technology
USE OF TECHNOLOGY Our investment in cutting-edge machinery is a testament to our commitment to innovation and excellence in construction. With 6 Tower Cranes, 6 Concrete Pumps, and around 20,000 square meters of Aluminium Formwork, we ensure that our projects are executed with precision, speed, and
Slide 28: Accelerated SRA Project Involvement
Accelerated SRA Project Involvement Regulatory Boost Prime Real Estate Access The revised DCPR-2034 has reduced the Redevelopment is the only viable way for consent requirement for slum developers to secure prime land in a redevelopment from 70% to 51%, land-constrained city like Mumbai, acceleratin
Slide 29: High Rise Construction Expertise
High Rise Construction Expertise With the new DCPR facilitating high-rise The new DCPR allows the municipal Apart from its extreme development, Mason Infratech's proven commissioner to approve buildings up to shortage of developable track record in constructing skyscrapers 120 meters tall, simplifyi
Slide 30: Affordable Housing Scheme
Affordable Housing Scheme Mason Infratech is poised to enter the affordable housing segment, an untapped market with significant potential. The company's experience and capabilities align well with the government's push for affordable housing, making it a prime candidate to lead in this space. Sourc
Slide 31: Growth in GCCs
Growth in GCCs Increasing Global Occupier Interest: Rising interest from global companies and the presence of small and medium land developers are attracting institutional investments into India's CRE (commercial real estate) sector. Government Initiatives: The establishment of SEZs, Software Techno
Slide 32: Expansion Beyond MMR
Expansion Beyond MMR Mason Infratech is not just limiting its growth to the Mumbai Metropolitan Region (MMR). The company is planning to expand its operations into key metro cities across India, leveraging its expertise in high-rise and slum rehabilitation projects to tap into similar opportunities
Slide 33: Housing prices across Pan India up 15% Year on Year
Housing prices across Pan India up 15% Year on Year Residential property prices have also registered a significant growth in tandem with demand across the top 7 cities. During the last 10 years, average housing prices have appreciated in the range of 25%-60% across the top 7 cities primarily due to
Slide 34: Our Target Clientele
Our Target Clientele Our strategic goal is to secure a significant share of the organized sector within the construction industry by building strong relationships with leading developers. We have already established successful partnerships with esteemed developers like Lodha, and we plan to extend t
Slide 35: Thane: A Well-Connected Industrial Hub
THANE: A WELL-CONNECTED INDUSTRIAL HUB Industrial Significance Strategic Connectivity Thane stands as the third most industrialized district in The city enjoys excellent connectivity with neighboring Maharashtra, playing a pivotal role in the state’s economic suburbs via the Central and Trans-Harbou
Slide 36: Thane Extensive Road Network
THANE EXTENSIVE ROAD NETWORK NH 3 (Mumbai-Agra Highway): Serving as a major transportation corridor, NH 3 passes through Thane, connecting Mumbai to Agra. National Highways NH 48 (Mumbai-Pune Highway): This vital highway links Thane to Pune, facilitating trade and travel across the Western Ghats. St
Slide 37: Thane Extensive Road Network
THANE EXTENSIVE ROAD NETWORK Ghodbunder Road: An essential east-west connector within Thane, linking suburban neighborhoods and supporting local traffic flow. Majiwada Road: Facilitates smooth intra- city travel, bridging the western and eastern parts of Thane. Lal Bahadur Shastri (LBS) Road: A prom
Slide 38: MMRDA Plans New Connectivity
MMRDA PLANS NEW CONNECTIVITY he Mumbai Metropolitan Region T Development Authority (MMRDA) is advancing plans to alleviate traffic congestion on Ghodbunder Road by constructing three parallel bridges over Thane Creek. These bridges will connect Kasarvadavli, Gaimukh, and Kolshet in Thane to Kharba
Slide 39: Thane Coastal Road Project
THANE COASTAL ROAD PROJECT This 6-lane expressway will connect Kharegaon Toll Naka on NH-160 to Gaimukh on Ghodbunder Road. The project includes a 120m creek bridge and an 8.11 km elevated viaduct through mangrove areas. It received final clearance from the Maharashtra Coastal Zone Regulatory Author
Slide 40: Thane City Demographics
THANE CITY DEMOGRAPHICS Population Growth: Thane’s population has seen significant growth, rising from 18.9 lakh (2011) to an estimated 26.13 lakh in 2024. Geographical Spread: The city spans an area of 147 sq.km, resulting in a high population density of 12,800 people per sq.km. Demographics: Sex R
Slide 41: Tech Enabled Construction: MITL's Strategic Advantage
TECH ENABLED CONSTRUCTION MITL’S STRATEGIC ADVANTAGE Transition: Contractor → Tech-Driven EPC Unique Strengths: Partner Technically proficient workforce+ Use of Electric Pumps + Structured execution of incomplete projects Aluminum Foam work = Speed + Quality + Margin Gains Well equipped to deliver M
Slide 42: Key Technologies
KEY TECHNOLOGIES Technically Proficient Electric Pump Benefits Combined Impact Workforce Faster project execution Quick vertical concrete delivery (ideal Shorter build cycles → Faster billing → Boosting project accuracy with for high-rises) 5% – 7% Margin uplift Aluminum Foam work Lower labor expens
Slide 43: Case Study: Multi-storey Residential Tower
CASE STUDY Multi-storey Residential Tower Client: Indiabulls (Embassy Group) Scope: Completion of High-Rise Residential Towers + Non-Tower Area (NTA) Project Overview: High-rise towers – 5A, 5B, 5C (ROSE) Mason InfraTech was appointed after the Approx. 10,000 sq. ft previous contractor exited mid-wa
Slide 44: Case Study: Non-Tower Area
CASE STUDY Non-Tower Area (NTA): Balance area awarded to Mason: Contract Value: 8,94,000 sq. ft ₹25.50 Cr Key Challenges: Mason’s Approach: Conducted a detailed project assessment to realign scope Midway project transition requiring rapid mobilization Leveraged advanced construction methods & high-
Slide 45: Unlocking Value: The Modular Advantage
UNLOCKING VALUE: THE MODULAR ADVANTAGE Business Impact Summary Particulars Traditional Brick & Mortar Construction Mason’s Modular Construction Project Duration 18–20 months 10–12 months Labour Cost High (manual work) Lower (automated) Material Wastage 8–10% < 3% Operating Margins 12–15% 20–25% Fast
Slide 46: Industry Overview
Industry OVERVIEW Source: Real_Estate_Unboxed_The_Modi_Effect_5ef38a29b7.pdf
Slide 47: Meet our Core Management
Meet our Core MANAGEMENT Mr. Asit Thakkar Dattani Mr.Ashutosh Juthani Mr.Ravi Verma Managing Director Executive Director Key Managerial Personnel He brings over 30 years of rich He brings over 2 decades of expertise in He plays a pivotal role at Mason Infratech experience in the infrastructure secto
Slide 48: Financial Performance - Income Statement
Financial Performance In Lakhs Particulars H2FY25 H2FY24 YoY Growth % FY25 FY24 YoY Growth % Total Revenue 7518.24 6905.49 8.87% 11227.11 9398.04 19.46% Total Expenditure 5586.69 5370.17 8430.09 7518.75 EBITDA 1931.55 1535.32 25.80% 2797.02 1879.30 48.83% EBITDA Margin 25.69% 22.23% 15.56% 24.91% 19
Slide 49: Financial Performance - Balance Sheet
Financial Performance In Lakhs EQUITY AND LIABILITIES ASSETS Particulars FY25 FY24 Particulars FY25 FY24 Shareholders' funds Non-current assets (a) Share capital 1757.25 1281.25 (a) Property,Plant & Equipment 1152.88 926.50 (b) Reserves and Surplus 4892.56 954.00 (b) Deferred Tax Assets 33.79 - (c)
Slide 50: Thank You!
THANK YOU! Contact Us: info@masoninfra.com Mason Infratech Limited www.masoninfra.com