Mahindra Lifespace Developers Limited · NSE:MAHLIFE
Mahindra Lifespace Developers — Investor Day (November 2025)
17 slides from Mahindra Lifespace Developers's investor day presentation, Nov 20, 2025
Slide 1: Exchange filing cover letter for investor meeting presentation
November 20, 2025 BSE Limited National Stock Exchange of India Limited Corporate Services, Exchange Plaza, Piroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai 400051 Mumbai – 400 001 Listing: http://listing.bseindia.com Listing: https://www.connect2nse.com/LISTING/ Re
Slide 2: Filing letter: no unpublished price sensitive information
Please note that no unpublished price sensitive information is proposed to be shared by the Company during the aforesaid Conference. Kindly take the same on record. For Mahindra Lifespace Developers Limited Digitally signed BIJAL by BIJAL BHARAT BHARAT PARMAR PARMAR Date: 2025.11.20 06:35:07 +05'30'
Slide 3: Mahindra Group Investor Day: Mahindra Lifespaces
; Rist mahindra GROUP. INVESTOR DAY MAHINDRA LIFESPACES
Slide 4: Mahindra Lifespaces >14X Growth in Sales in this decade
Mahindra Lifespaces ASPIRATION Top 5 across our priority markets GROWTH VECTORS Strong BD Superior Best-in-class Customer Preferred Industrial Robust Financial Engine Designs Experience Master Developer Discipline >14X Growth in Sales in this decade
Slide 5: About Mahindra Lifespaces
About Mahindra Lifespaces Industrial business Residential business Industrial Developer since 1994 (2 World Cities, 3 Industrial parks) Resi: 50+ projects since1996 (53.3 million sqft); 21K+ satisfied customers Industrial: Strategic partnerships with TIDCO, RIICO, IFC, Sumitomo Resi: Cumulative GDV
Slide 6: Our Journey So Far (Last 5 years)
Our Journey So Far (Last 5 years) Total Sales Gross Development Value Free Cash Flow1 Net Debt2 INR Cr 832 734 18,100 610 3,299 4.2x 18.3x 5.1x 778 163 991 FY20 FY25 FY20 FY25 FY20 FY25 FY20 FY25 1 Free Cash flow excluding cash outflow towards land acquisitions. 2 Net Debt (consolidated) across all
Slide 7: Aggressive Scale-up Planned; INR ~10K Cr by FY30
Aggressive Scale-up Planned (Resi 14x in 10 years); INR ~10K Cr by FY30 INR Cr 10,000 • Plan to achieve INR 10K Cr of sales by FY30 • Operating plans will be calibrated based on market conditions 3,299 859 FY20 FY25 FY30
Slide 8: We have a Strong Right to Win
We have a Strong Right to Win Strong BD Superior Best-in-class Customer Preferred Industrial Robust Financial Engine Designs Experience Master Developer Discipline Supersize deals Contemporary First-time right Full potential from MWC-C/J Rigorous IRR tracking Premium play Pragmatic On-time delivery
Slide 9: Key Highlights
Key Highlights Since we met last time in June 2024 1. ~28K Cr of GDV additions including our largest project (Bhandup) including 6 society redevelopment wins against stiff competition 2. Significantly augmented our CX initiatives - Re-launch of new brand identity (HOPE), along with augmented apps (M
Slide 10: We have Bottom-up Execution Plan (by project, by year)
We have Bottom-up Execution Plan (by project, by year) INR Cr Major contributors FY25 FY26 FY27 FY28 FY29 FY30 9,500 Ivy Lush NewHaven •Bhandup Ph 1.2 •Thane Ph1.1 Sustenance Vista Ph2 Marina64 •Hopefarm Ph2 •Lokhandwala 2 •Bhandup Ph2 •Thane Ph2 •Thane Ph1.2 •Bhandup Ph3 New Launches Zen •Hope
Slide 11: Our IC Business Continues to Provide Steady Profits
Our IC Business Continues to Provide Steady Profits We are looking to bring More IC Assets to Market Soon Gross area Net Leasable area Net Leased area Available for Our value proposition IC&IC Locations (acres) (acres) (acres) lease net (acres) (A) (B) (C) (D = B-C) MWC Jaipur 2,946 1,917 1,142 775
Slide 12: Focus on Financial Returns and On-ground Execution
Across our Scale-up Plan, Our Focus is on Financial Returns and On-ground Execution By Vintage (25 projects) By Type (25 projects) Year (no. of proj.) / Sales IRR Segment (no. of proj.) / Sales IRR Upto FY18 (6) | ~3K Cr 3% Affordable (6) | ~2.5K Cr 9% FY19 – FY22 (9) | ~3.5K Cr 10% Premium (19) | ~
Slide 13: Post Rights Issue, we have a Stronger Balance sheet
Post Rights Issue, we have a Stronger Balance sheet Net Debt / Average Equity 0.39 • Net debt to Equity maintained under 0.5x over the last 5 years 0.34 • Rights issue proceeds used for – Long term debt repayment – Future acquisitions • Gives the foundation to manage the cycle and scale-up based on
Slide 14: Strong Leadership Team driving Execution
Strong Leadership Team driving Execution Strong second-in-line team in Place Vimalendra Singh, Chief Vikram Goel, Chief Sudharshan KR, Chief Project Officer Business Officer – Residential Business Officer – IC&IC Banking & Real estate Banking & New Business Led 38 msft of resi & commercial Amit Kuma
Slide 15: Stay Tuned for our Launches in Mumbai, Pune, and Bangalore soon!
Stay Tuned for our Launches in Mumbai, Pune, and Bangalore soon! Whitefield Mahalaxmi Bhandup Borivali Bengaluru Mumbai Mumbai Mumbai Mahindra Citadel Ph3 Navrat Lokhandwala Santacruz Pune North Bengaluru Mumbai Mumbai
Slide 16: Mahindra Lifespaces >14X Growth in Sales in this decade
Mahindra Lifespaces ASPIRATION Top 5 across our priority markets GROWTH VECTORS Strong BD Superior Best-in-class Customer Preferred Industrial Robust Financial Engine Designs Experience Master Developer Discipline >14X Growth in Sales in this decade
Slide 17: Rise
Rise mahindra™ mahindra® GROUP INVESTOR DAY
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