Marathon Nextgen Realty Limited (NSE: MARATHON) has approved the acquisition of Adani Group’s 60% stake in Monte South for a consideration of approximately ₹335 crore. This acquisition will grant Marathon Nextgen Realty 100% ownership of the landmark Byculla development, significantly strengthening its development pipeline and growth prospects.

Strategic Growth

The acquisition reflects Marathon Nextgen’s growth-oriented strategy and its ambition to expand the scale and reach of its business. With this move, Marathon Nextgen will gain sole ownership and control of Monte South, a large-scale mixed-use development comprising four 64-storey residential towers and a commercial tower.

Enhanced Development Potential

Monte South offers significant residential sales and development potential, alongside the future monetization of its commercial component. Upon completion of the transaction, Marathon’s stake in the development will increase from 40% to 100%, providing it with complete ownership and control of the project. This acquisition is expected to bolster Marathon Nextgen’s development portfolio and create long-term value for shareholders.

Future Opportunities

Marathon Nextgen Realty Limited values its association with the Adani Group and looks forward to future opportunities to participate in the Group’s developments. The company will continue to actively pursue opportunities to strengthen its development portfolio, enter new growth avenues, and create long-term value for shareholders.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Marathon Nextgen Realty Limited

Marathon Nextgen Realty Limited belongs to the Real Estate › Real Estate – Development sector. Here’s a quick read on where the business and the stock stand today.

Marathon trades in the lower quarter of its 52-week range. The PEG of 0.31 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Industry-leading margins of 35.0% reflect exceptional pricing power and operational efficiency. The stock sits at 12% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 19.0% and profits at 40.0%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Marathon Nextgen Realty Limited.

Modis Navnirman Limited (MODIS) has marked a significant milestone in its development journey with the commencement of construction for Rashmi Paradise, a mixed-use development in Malad (West), Mumbai. The Bhoomi Poojan ceremony signifies the formal start of the project, which will comprise two residential towers with approximately 136 homes and 23 commercial shops and offices. The development spans a plot area of 4,574.10 sq. m. and includes podium parking and a dedicated amenities floor.

Strategic Location

Rashmi Paradise is strategically located in Evershine Nagar, near Link Road, Malad (West), Mumbai. This prime location is expected to offer residents and business owners convenient access to essential amenities and urban conveniences.

Project Features

The project features a blend of residential and commercial spaces designed to cater to the evolving needs of urban communities. The inclusion of podium parking and a dedicated amenities floor with recreational spaces and fitness facilities aims to provide a comfortable and convenient lifestyle for residents. The development also emphasizes quality construction and thoughtful planning to deliver lasting value.

With Rashmi Paradise, Modis Navnirman continues to expand its presence in Mumbai’s real estate market. The company remains focused on creating integrated developments that combine functional design, community-oriented planning, and contemporary urban living.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Modis Navnirman Limited

Modis Navnirman Limited belongs to the Real Estate › Real Estate – Development sector. Here’s a quick read on where the business and the stock stand today.

Modis gains 18.2% over three months and trades near its 52-week highs. The PEG of 0.36 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Revenue grows at 69.7% and profits at 71.7% CAGR. Both numbers are exceptional. Buyers show up with 2.0x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 13 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 69.7%, profits at 71.7%, and the PEG sits at 0.36 — below its growth rate. That combination is rare. Check Fundamentals of Modis Navnirman Limited.

Lodha Developers Limited (NSE: LODHA), India’s leading real estate developer, announced its financial results for the quarter ended September 30, 2026. The company reported a profit after tax (PAT) of ₹1,013 crores showing strong growth of 28% compared to the same quarter last year. H1 FY27 PAT stood at ₹2,386 crores growing 63% year-on-year (YoY). Revenue for the quarter stood at ₹4,468 crores and pre-sales for the quarter at ₹5,037 crores.

Strong Financial Performance

Commenting on the performance, Mr. Abhishek Lodha, Managing Director, said, “We are pleased to deliver continued strong operating and financial performance in Q2 FY27, building on the momentum we have sustained since our IPO in 2021. Profit grew over 28% YoY for the quarter to ₹1,013 crore, on the back of 18% revenue growth to ₹4,468 crore. Our PAT margins were 22.1%. Coupled with the robust growth this showcases the strength of the business and the strong underlying profitability. Basis the strong performance in H1, we expect to easily exceed our profit guidance for the year.

Expansion and Growth Initiatives

Pre-sales stood at ₹5,037 crore growing 10% YoY, taking H1 pre-sales to over 40% of our full-year guidance — in line with our guidance at the start of the year. Our Bengaluru expansion continues to gather pace, with another successful launch in North Bengaluru during the quarter. The strength of this response reaffirms robust underlying demand for a quality brand like Lodha and helps allay concerns around AI-led disruption impacting segments beyond affordable housing. Our NCR pilot is also progressing well, with a launch planned this festive season.

Future Outlook

As the festive season gets underway, we have further launches planned across new locations, giving us good visibility on achieving our full-year guidance. Augmenting our DevCo strength, our RentCo business is at the cusp of an exponential growth as we participate meaningfully in AI infrastructure build-out through data centers. Our self-funded data center annuity strategy will get into execution mode over the course of next 6 months. We see a low-risk 10x growth in our annuity income — from ₹300 crore to ₹3,000 crore between FY26 and FY32.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Lodha Developers Limited

Lodha Developers Limited belongs to the Real Estate › Real Estate – Development sector. Here’s a quick read on where the business and the stock stand today.

Lodha falls 10.9% over three months and has not found a floor yet. The PEG of 0.28 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Premium net margins of 22.7% demonstrate strong cost discipline and a wide competitive moat. The stock holds at 59% of its 52-week range with RSI at 38. In other words, neither side has a clear edge right now. Revenue grows at 20.4% and profits at 91.7% CAGR, with D/E of 0.35. Meanwhile, the stock dips 10.9% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Lodha Developers Limited.