Godrej Properties Limited

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rties.com CIN : L74120MH1985PI..C035308 November 02, 2021 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 FY22 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 FY22 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

15%

Products Godrej Industries 20 year CAGR in stock price ` 1 invested in June 2001 is now worth 15% 30% 30% 18 209 193 Note: CAGR calculated for opening prices as of 18 June, 2001 when GCPL and

30%

cts Godrej Industries 20 year CAGR in stock price ` 1 invested in June 2001 is now worth 15% 30% 30% 18 209 193 Note: CAGR calculated for opening prices as of 18 June, 2001 when GCPL and GIL

20 million

shed in 1990 • India’s largest developer by residential sales in FY21 • Successfully delivered ~20 million sq. ft. of real estate in the past five years Chandigarh 0.5, 1 NCR 27.2, 15 • ~186 million sq

186 million

ed ~20 million sq. ft. of real estate in the past five years Chandigarh 0.5, 1 NCR 27.2, 15 • ~186 million sq. ft. of saleable area across India • Differentiated asset-light business model • Over 300 awar

79 million

nd high ROE development model Strong Project Pipeline 2 • • Added 36 residential projects with ~79 million sq. ft. saleable area since FY2018 • Access to Group’s land bank across India (e.g. Vikhroli) Sale

10x

ON Q2 FY22 STOCK PERFORMANCE An investment into GPL’s IPO would be worth ~10x an identical investment into the BSE Realty Index Value Creation Track Record Particulars BSE S

10.9%

rties BSE Realty Index 12 year CAGR in stock price ` 1 invested in January 2010 is now worth 10.9% 21.7% 0.5% 3.37 10.05 1.06 Note: CAGR calculated for prices as on 04 January, 2010 (the date

21.7%

BSE Realty Index 12 year CAGR in stock price ` 1 invested in January 2010 is now worth 10.9% 21.7% 0.5% 3.37 10.05 1.06 Note: CAGR calculated for prices as on 04 January, 2010 (the date of GPL’

“ft.) 3,612,142 1,728,995 109% 771,817 368% 4,383,959 4,241,283 3% Booking Value (INR Cr) 2,574 1,074 140% 497 418% 3,072 2,605 18% Strong response to new project/phase launches Evergreen - Godrej Woods Phase 2, NCR Godrej Hill Retreat, Pune • Launched in September 2021 • Launched in July 2021 • Total sales stood at 537,373 sq.”

“GPL is the development manager for the project 3.”

“q s n o i l l i M ( Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 Q4 FY21 Q1 FY22 Q2 FY22 14 | GODREJ PROPERTIES I RESULTS PRESENTATION Q2 FY22 BUSINESS DEVELOPMENT Added a new project with saleable area of ~1.6 million sq.”

“Wadala, MMR • The project is a redevelopment of a land parcel in the upscale neighborhood of Wadala and is in very close proximity to Matunga Five Gardens • Spread across 7.5 acres, this project will offer approximately 1.6 million sq.”

“of saleable area comprising primarily of residential apartments of various configurations • Based on our estimates, the expected revenue potential from the project is approximately INR 3,250 crore • GPL will construct space for society in lieu of the saleable area Existing Project Update 1.”

“Godrej Sky, MMR Deal Size: Revenue potential of ~INR 870 crore GPL Economic Interest: DM Fee Rs 50 cr, with upside promote to GPL above certain price threshold • GPL has exited Godrej Sky project due to the partner's inability to fulfil their obligations 2.”

“This is the first project from India to get registered on the VCS platform.”

“Business Development Added a new project in MMR with saleable area of ~1.6 million sq.”

“in Q2 FY22 Wadala, MMR  The project is a redevelopment of a land parcel in the upscale neighborhood of Wadala and is in very close proximity to Matunga Five Gardens  Spread across 7.5 acres, this project will offer approximately 1.6 million sq.”

“We have a robust launch pipeline in the second half of the financial year and expect to build on the current momentum.” Financial Overview (Consolidated) Q2 FY22 performance overview compared with Q2 FY21  Total Income stood at INR 290 crore as compared to INR 238 crore  EBITDA stood at INR 105 crore as compared to INR 77 crore  Net profit stood at INR 36 crore as compared to INR 7 crore  EPS# amounted to INR 1.28 as compared to INR 0.28 #not annualised --ENDS--”

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Legends

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CORPORATE HIGHLIGHTS

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About Godrej Properties Limited

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For further information please contact

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DISCLAIMER

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Investors Presentation & Press Release Dear Sir/Madam, Please find enclosed the Investors' Presentation and the Press Release on the financial results for the quarter and half year ended September 30, 2021 This is for your information and records. Thank you, Yours truly, For Godrej Properties Limited urender Varma ompany Secretary & Chief Legal Officer ~ Enclosed as above R E S U L T S P R E S E N T A T I O N SECOND QUARTER, FINANCIAL YEAR 2022 1 | GODREJ PROPERTIES I RESULTS PRESENTATION Q4 FY19 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 or materially from those expressed or implied. Important developments that could affect the Company's operations include changes in industry structure, significant changes in political and economic environment in India and overseas, tax laws, import duties, litigation and labor relations 2 | GODREJ PROPERTIE

Legends

Total Saleable Area (million sq. ft.): ~186 No. of Projects: 83 (As on September 30 2021) th 5 | GODREJ PROPERTIES I RESULTS PRESENTATION Q2 FY22 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 36 residential projects with ~79 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 Sustainability Leadership • India’s largest developer by residential sales in FY21 • Successfully delivered ~20 million sq. ft. of real estate in the past five years • Confidence of capital markets demons

CORPORATE HIGHLIGHTS

Sales Highlights  Q2 FY22 witnessed a total booking value of INR 2,574 crore and total booking volume of 3.61 million sq. ft. as compared to total booking value of INR 1,074 and total booking volume of 1.73 million sq. ft. in Q2 FY21.  H1 FY22 witnessed a total booking value of INR 3,072 crore and total booking volume of 4.38 million sq. ft. as compared to total booking value of INR 2,605 crore and total booking volume of 4.24 million sq. ft. in H1 FY21. Business Development Added a new project in MMR with saleable area of ~1.6 million sq. ft. in Q2 FY22 Wadala, MMR  The project is a redevelopment of a land parcel in the upscale neighborhood of Wadala and is in very close proximity to Matunga Five Gardens  Spread across 7.5 acres, this project will offer approximately 1.6 million sq. ft. of saleable area comprising primarily of residential apartments of various configurations  GPL will construct space for the existing residents in lieu of the saleable area Other Highlights  Ranke

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 124- 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, 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 Properties has received ov

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.