Godrej Properties Limited

rs,

operties.com CIN: L74120MH1985PLC035308 November 09, 2022 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400 001 National Stock Exchange of India Limited Exchange Plaza, Plot No

5 billion

e 04 3 | GODREJ PROPERTIES I RESULTS PRESENTATION Q2 FY23 GODREJ GROUP • Established in 1897 • $5 billion in annual revenue • 1.1 billion people globally use a Godrej product 1 2 • Godrej ranks amongst

1.1 billion

ESULTS PRESENTATION Q2 FY23 GODREJ GROUP • Established in 1897 • $5 billion in annual revenue • 1.1 billion people globally use a Godrej product 1 2 • Godrej ranks amongst the most trusted Indian brands •

2.4 billion

eople globally use a Godrej product 1 2 • Godrej ranks amongst the most trusted Indian brands • $2.4 billion brand valuation by Interbrand 3 • Amongst India’s most diversified and trusted conglomerates • R

14%

Products Godrej Industries 21 year CAGR in stock price ` 1 invested in June 2001 is now worth 14% 28% 26% 17 184 147 Note: CAGR calculated for opening prices as of 18 June, 2001 when GCPL and

28%

cts Godrej Industries 21 year CAGR in stock price ` 1 invested in June 2001 is now worth 14% 28% 26% 17 184 147 Note: CAGR calculated for opening prices as of 18 June, 2001 when GCPL and GIL

26%

Godrej Industries 21 year CAGR in stock price ` 1 invested in June 2001 is now worth 14% 28% 26% 17 184 147 Note: CAGR calculated for opening prices as of 18 June, 2001 when GCPL and GIL were

23 million

shed in 1990 • India’s largest developer by residential sales in FY21 • Successfully delivered ~23 million sq. ft. of real estate in the past five years Chandigarh 0.5, 1 NCR 28.4, 17 • ~197 million sq

197 million

ed ~23 million sq. ft. of real estate in the past five years Chandigarh 0.5, 1 NCR 28.4, 17 • ~197 million sq. ft. of saleable area across India • Differentiated asset-light business model • Over 375 awar

92 million

nd high ROE development model Strong Project Pipeline 2 • • Added 46 residential projects with ~92 million sq. ft. saleable area since FY2018 • Access to Group’s land bank across India (e.g. Vikhroli) Sale

6x

ON Q2 FY23 STOCK PERFORMANCE An investment into GPL’s IPO would be worth ~6x an identical investment into the BSE Realty Index Value Creation Track Record Particulars BSE S

9.7%

rties BSE Realty Index 12 year CAGR in stock price ` 1 invested in January 2010 is now worth 9.7% 13.8% -1.1% 3.37 5.19 0.87 Note: CAGR calculated for prices as on 04 January, 2010 (the date

“ft.) 2,712,625 3,612,142 -25% 2,829,405 -4% 5,542,030 4,383,959 26% Booking Value (INR Cr) 2,409 2,574 -6% 2,520 -4% 4,929 3,072 60% Customer Collections* (INR Cr) 1,930 1,387 39% 1,555 24% 3,485 2,416 44% Strong response to new project/phase launches Godrej Splendour, Bengaluru • Launched in Aug 2022 Godrej Woodsville, Pune • Launched in Sep 2022 • Total sales stood at 582,196 sq.”

“11 | GODREJ PROPERTIES I RESULTS PRESENTATION Q2 FY23 PROJECT BOOKING Particulars Residential Projects Godrej Splendour, Bengaluru Godrej Woodsville, Pune Godrej Ascend, MMR Godrej Horizon Mumbai, MMR Godrej Woods, NCR Godrej Green Estate, NCR Godrej South Estate, NCR Godrej Meridien, NCR Godrej Connaught One, NCR Godrej Sky Greens, Pune Godrej Park Retreat, Bengaluru The Highlands/Godrej City, MMR Godrej Seven, Kolkata Godrej RKS, MMR Godrej Golf Links, NCR 1 Others Total 1.”

“Carmichael Road, MMR • Spread across approximately 0.5 acres, the project will offer 0.12 million sq.”

“of luxury residential development near Carmichael Road, an upmarket residential area in Mumbai • The estimated revenue potential from the project is approximately INR 1,200 crore • It is a 100% owned project 2.”

“Indiranagar Extension, Bengaluru • Spread across approximately 7 acres, the project will offer 0.6 million sq.”

“of premium residential development located in the immediate vicinity of Indiranagar and is close to the Old Airport Road and within the Outer Ring Road limits in Bengaluru • The estimated revenue potential from the project is approximately INR 750 crore • It is a 100% owned project Existing Project Update 1.”

“15 | GODREJ PROPERTIES I RESULTS PRESENTATION Q2 FY23 BUSINESS DEVELOPMENT Post Q2 FY23 - Added two new projects in MMR and Pune with an estimated booking value of INR 2,500 crore Manor-Palghar, MMR • Spread across approximately 50 acres, the project will offer 1.20 million sq.”

“of residential plotted development located in the fast-developing micro market of Manor, Palghar • The estimated revenue potential from the project is approximately INR 500 crore • It is a 100% owned project Mundhwa, Pune • Spread across approximately 12 acres, the project will offer 2.2 million sq.”

“• The estimated revenue potential from the project is approximately INR 2,000 crore • It is a 100% owned project GPL has added 6 new projects with a total saleable area of 6.34 million sq.”

“In line with our commitment to minimize waste to landfill, a new project for Decentralized Solid waste management in Budni and Narsullaganj, Madhya Pradesh, with a target to divert 11,250 tonnes of waste from landfill, has successfully diverted 316 tonnes of waste till end of Q2.”

Legends

1

CORPORATE HIGHLIGHTS

1

About Godrej Properties Limited

1

For further information please contact

1

DISCLAIMER

1

Legends

Total Saleable Area (million sq. ft.): ~197 No. of Projects: 89 (As on November 09 2022) th 5 | GODREJ PROPERTIES I RESULTS PRESENTATION Q2 FY23 STRENGTHS • 1.1 billion people globally use a Godrej product 1 Godrej Brand • Godrej Properties ranked as the most trusted real estate brand in the 2019 Brand Trust Report • GPL brings the Godrej brand’s reputation for trust, quality and corporate governance to the real estate sector Effective Land Sourcing Model • Competitive advantage in executing joint development projects • Capital efficient and high ROE development model Strong Project Pipeline 2 • • Added 46 residential projects with ~92 million sq. ft. saleable area since FY2018 • Access to Group’s land bank across India (e.g. Vikhroli) Sales and Execution Capability Access to Capital • India’s largest developer by residential sales in FY21 • Successfully delivered ~23 million sq. ft. of real estate in the past five years • Confidence of capital markets demonstrated by sector leading st

CORPORATE HIGHLIGHTS

Sales Highlights • Q2 FY23 witnessed total booking value of INR 2,409 crore and total booking volume of 2.71 million sq. ft. • 4 new project/phase launches across 3 cities Business Development Added 2 new projects in MMR and Bangalore with an expected booking value of 1,950 crore Carmichael Road, MMR • Spread across approximately 0.5 acres, this project will offer 0.12 million sq. ft. of luxury residential development near Carmichael Road, an upmarket residential area in Mumbai • The estimated revenue potential from the project is approximately INR 1,200 crore • It is a 100% owned project Indiranagar extension, Bengaluru • Spread across approximately 7 acres, this project will offer 0.6 million sq. ft. of premium residential development located in the immediate vicinity of Indiranagar and is close to the Old Airport Road and within the Outer Ring Road limits in Bengaluru • The estimated revenue potential from the project is approximately INR 750 crore • It is a 100% owned project Post

About Godrej Properties Limited

Godrej Properties brings the Godrej Group philosophy of innovation, sustainability, and excellence to the real estate industry. Each Godrej Properties development combines a 125-year legacy of excellence and trust with a commitment to cutting edge design, technology, and sustainability. In FY 2021, Godrej Properties emerged as the largest developer in India by the value and volume of residential sales achieved. Godrej Properties has deeply focused on sustainable development. In 2010, GPL committed that all of its developments would be third party certified green buildings. In 2020 and again in 2021 and 2022, the Global Real Estate Sustainability Benchmark ranked GPL #1 globally amongst listed residential developers for its sustainability and governance practices. In 2017, GPL was one of the founding partners of the Sustainable Housing Leadership Consortium (SHLC), whose mission is to spread sustainable development practices across the Indian real estate sector. In recent years, Godrej

For further information please contact

Rajendra Khetawat Godrej Properties Limited Tel: +91 22 6169 8500 Fax: +91 22 6169 8888 Anoop Poojari CDR India Tel: +91 22 6645 1211 Fax: +91 22 6645 1213 Email: rajendra@godrejproperties.com Email: anoop@cdr-india.com/

DISCLAIMER

Some of the statements in this communication may be ‘forward looking statements’ within the meaning of applicable laws and regulations. Actual results might differ substantially from those expressed or implied. Important developments that could affect the Company’s operations include changes in the industry structure, significant changes in political and economic environment in India and overseas, tax laws, import duties, litigation and labour relations.