Mahindra Lifespace Developers Limited

rs,

nal Stock Exchange of India Limited Corporate Services, Exchange Plaza, Piroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Mumbai – 400 001 Bandra (East), Mumbai 400051 Re: Securi

, MW

ies / joint ventures / associates engaged in the real estate business (mainly MLDL, MHPL, MBDL, MHDL, MWCDL, MWCJL, MIPCL & MIPPL). 1 Nestalgia, Pune MLDL Overview RERA Reg No: P52100045784, P52100048

Rs 1.1

ia’s largest 3rd party logistics service providers India’s leading vehicle financing NBFC, AUM of ~Rs 1.1 Lac Cr Multiple other businesses including Renewables, Steel Processing, Technology, Aerospace an

Rs 360

ey priority for the Group Market cap of M&M Limited (Rs K Cr) +94 Market cap as on 31st Dec’24: Rs 360K Cr +45 238 Mahindra Lifespaces is identified as a Growth Gem by Mahindra Group +57 144 +42

5X

a Group fully committed to support MLDL’s growth aspirations MLDL planning to scale its business 5X (Rs 8-10K Cr) over the next 5 years 4 MLDL AT A GLANCE Rs 7,177 Cr Market Cap as on 31st Dec’24

Rs 8

oup fully committed to support MLDL’s growth aspirations MLDL planning to scale its business 5X (Rs 8-10K Cr) over the next 5 years 4 MLDL AT A GLANCE Rs 7,177 Cr Market Cap as on 31st Dec’24 Resid

rs 4

MLDL’s growth aspirations MLDL planning to scale its business 5X (Rs 8-10K Cr) over the next 5 years 4 MLDL AT A GLANCE Rs 7,177 Cr Market Cap as on 31st Dec’24 Residential Business IC&IC Business 50

Rs 7,177

MLDL planning to scale its business 5X (Rs 8-10K Cr) over the next 5 years 4 MLDL AT A GLANCE Rs 7,177 Cr Market Cap as on 31st Dec’24 Residential Business IC&IC Business 50+ projects since 1996 (39.4

rs 2

Residential Business IC&IC Business 50+ projects since 1996 (39.44 msft); 19k+ satisfied customers 2 World Cities, 3 Industrial parks; Industrial Developer since 1994 Strategic partnerships with Actis

40%

24 640 FY24 FY20 FY24 6 778 FY20 163 FY20 KEY INDUSTRY DRIVERS Increasing urbanization… 40% 31% CY11 CY30 Avg. HH Income/ per cap …Household income… Low Lower Mid Upper Mid High 3%

31%

40 FY24 FY20 FY24 6 778 FY20 163 FY20 KEY INDUSTRY DRIVERS Increasing urbanization… 40% 31% CY11 CY30 Avg. HH Income/ per cap …Household income… Low Lower Mid Upper Mid High 3% 21%

3%

40% 31% CY11 CY30 Avg. HH Income/ per cap …Household income… Low Lower Mid Upper Mid High 3% 21% 33% 43% CY18 Lower Mid and Upper Mid Segment to increase from ~54% to ~78% 7% 44% 34

“Cr) 1,086 0.85 1019 1.17 443 0.53 397 0.53 334 0.45 386 412 366 540 459 188 100 74 117 131 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Launches (msft) 2.73 Completions (msft) 0.56 0.62 0.27 0.42 0.67 0.19 0.10 0.09 Nil Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Note: All figures correspond to MLDL and associates, including JD partner share & commercial units that are part of residential development wherever applicable.”

“| #Project under Joint Development (JD).”

“| #Project under Joint Development (JD).”

“Ongoing: projects where (i) all title or development rights, or other interest in the land is held either directly or indirectly by the Company/subsidiaries of the Company/joint ventures of the Company/consolidated partnership firms of the Company; (ii) if required, all land for the project has been converted for the intended use; (iii) the requisite approvals for commencement of construction have been obtained c.”

“Science Based Target Initiative Special Economic Zone Task Force on Climate related Financial Disclosure Tamil Nadu Industrial Development Corporation Ltd.”

Acquired

2

Green Townships Rating

1

Green Homes Rating

1

Classification of projects is as under

1

Green Homes Rating

‘Platinum’ – Antheia, ‘Gold’ - Windchimes and Vivante Decarbonization Excellence Awards 2024 - ISHRAE Technology Excellence Brand Disruption For India's 1st home-buying experience on the Metaverse launched via a Scannable QR Code Note: IPRCCA - The India PR & Corporate Communications Awards ET Brand Equity – Brand Disruption Award BW Merit Award – Use of events 9 MLDL HAS A STRONG RIGHT TO WIN Bold ambition Drive profitable growth to 8K - 10K Cr sales (GDV addition of Rs 45K Cr) 1 Well-engineered portfolio choices Depth in 3 core markets (MMR, Pune, Bengaluru) Focus on Premium / mid-premium segments Exit affordable segment 2 Robust BD engine Systematic BD process, supersized deals Strong approvals engine Strict adherence to financial guardrails 3 Superior customer experience Superior designs (highest PSI) Sustainability-led themes Customer centric innovation (usable space, large decks) 4 Project execution excellence “First time right” approach to quality On-time delivery Standardizatio

Acquired

~Rs 35,500 Cr Current Inventory (A) Future Phases of Current Projects (B) New Projects (Recent GDV Additions) (C) Strategic Projects (D) Total GDV Potential (A+B+C+D) IvyLush Ph 1 (Crown) IvyLush Ph 2 (Crown) • • • Tathawade • Alcove • Citadel • Green Estates • Nestalgia • Others • Vista Ph 2 (1500) • Citadel Ph 3 (1050) • Citadel Commercial (530) • Lakewoods (230) • Others (190) • Bengaluru Airport (1000) • Whitefield, Bengaluru (1800) • Whitefield 2, Bengaluru (250) • Electronic City, Bengaluru (250) • Borivali West (1800) • Malad West (1000) • Santacruz West (500) • Bhandup, Mumbai# (12000) • Thane (7000-8000)* • Jaipur (Pink) (2000) • Murud (1500)^ #JDA – Under JDA; * Thane land: 68 acres; ^ Murud land: 1291 acres 12 Mahindra Citadel, Pune MLDL Residential RERA Reg No: P52100053012, P52100053150 Artist’s Impression 13 RESIDENTIAL – STRUCTURE OVERVIEW M&M 51% MLDL 100% MBDL Bloomdale Nestalgia 73.7% MHPL Luminare 51% MHDL Happinest Palghar Happinest Kalyan 26.3% 49% Actis HDFC Capit

Classification of projects is as under

b. Ongoing: projects where (i) all title or development rights, or other interest in the land is held either directly or indirectly by the Company/subsidiaries of the Company/joint ventures of the Company/consolidated partnership firms of the Company; (ii) if required, all land for the project has been converted for the intended use; (iii) the requisite approvals for commencement of construction have been obtained c. Future Phases: projects in respect of which (i) all title or development rights or other interest in the land is held either directly or indirectly by the Company/subsidiaries of the Company/joint ventures of the Company/consolidated partnership firms of the Company; (ii) if required, applications have been made for conversion of use for the land for the intended use; (iii) preliminary management development plans are in place; and (iv) architects have been identified d. Land inventory: land in which any of the Company/subsidiaries of the Company/joint ventures of the Comp