REXRAY · P07

25 Downtown — Capital Viability Model

Hubtown / Twenty Five Downtown Realty Ltd · Tulsiwadi 33(9) URS · 303.52M Supertall · Model v3 · June 2026

v3: Split construction/approvals costs · Galleria on carpet · Expanded non-revenue
Coverage = Total GDV ÷ (Construction + Approvals + Non-rev + Obligations)
Grade
Total GDV
T1–T4 + T5 + Galleria carpet
Total Costs
Construction + Approvals + Non-rev + Obligations
Coverage Ratio
GDV ÷ total costs
Net Surplus
Pre-marketing & further premiums
Adjustable Inputs
Revenue (₹ / sqft carpet)
T1–T4 price / sqft85,000
T1–T4 GDV: —
T5 Amber Oasis / sqft1,00,000
T5 GDV: — 0 sold
Galleria / sqft carpet1,00,000
Carpet 95,279 sqft (BUA 1,27,038 × 75%)
Costs on BUA: 30,34,982 sqft
Construction (civil, MEP, finishes)4,552 Cr
Implied: ₹15,000/sqft BUA
Approvals / FSI premiums / slum vacating3,035 Cr
Implied: ₹10,000/sqft BUA
Combined EPC equivalent (₹/sqft BUA)25,000/sqft
Combined EPC total7,587 Cr
Non-revenue & Velocity
Non-revenue towers (all)3,000 Cr
Sector-V 18F (delivered) + BMC 63F + Rehab 48F
Residential sales pace65 units / yr
Years to sell 616 residential units
Minimum viable pace
T5 units sold to date0 of 48
GDV Breakdown
T1–T4 568 × 4,400 sqft carpet
T5 Amber Oasis 48 × 5,400 sqft carpet
Galleria
95,279 sqft carpet · BUA × 75%
Total GDV
Avg T1–T4 unit value
Avg T5 unit value
T5 GDV at risk (0 sold)
Cost Stack
Construction (civil · MEP · finishes)
₹15,000/sqft BUA implied
Approvals / FSI premiums / slum vacating
₹10,000/sqft BUA implied
Non-revenue towers
Sector-V + BMC 63F + Rehab 48F · outside escrow
Oaktree OCD (secured)₹250 Cr
Related-party unsecured (25S + Hubtown)₹970 Cr
DLF settlement outflow₹700 Cr
Total Costs
Variable (construction + approvals + non-rev)
Fixed obligations₹1,920 Cr
Escrow Solvency
65
units / year
Annual residential collections
70% RERA escrow / yr
Annual EPC draw (construction + approvals)
Escrow coverage ratio
30% free cash / yr
Non-revenue draw / yr
Free cash surplus / yr
DLF clearance at surplus pace
Grade Scale
A — Strong ≥ 2.0×GDV comfortably covers all obligations.
B — Adequate 1.5–2.0×Viable but pace-dependent.
C — Marginal 1.2–1.5×Requires strong market conditions.
D — At Risk < 1.2×Capital viability challenged.
FIXED INPUTS: T1–T4 = 568 units (71F × 4 towers × 2/floor) · Avg carpet: Regal 4,703 sqft + Liberty 4,093 sqft → blended 4,398 sqft (model uses 4,400 sqft) · T5 = 48 units × 5,400 sqft carpet, 0 sold · Galleria = 1,27,038 sqft BUA × 75% efficiency = 95,279 sqft carpet · Total BUA for cost rates = 30,34,982 sqft (Area Declaration Jan 2026) · Oaktree OCD = ₹250 Cr · Related-party unsecured (25 South Realty + Hubtown Ltd) = ₹970 Cr · DLF settlement = ₹700 Cr · RERA escrow period = 7 years (CC May 2024 → OC Dec 2031)
COST CATEGORIES (v3): Construction = civil structure + MEP + facades + interiors on BUA. Approvals/FSI = TDR, FSI premium payments to BMC, slum vacating costs, development charges, open space deficiency premium, all govt levies on BUA. Non-revenue towers = ALL zero-revenue scheme obligations: Sector-V 18F rehab (already handed over/in-progress) + new BMC 63F + new Rehab 48F; these are outside RERA 70% escrow scope and funded from 30% free cash + related-party loans. OC for sale towers is legally gated on substantially completing all non-revenue towers first (Bipartite/Tripartite 2017/2019 agreements).
CAVEATS: Coverage = GDV ÷ total costs. Does not include sales/marketing (~₹500–750 Cr) or further contingency — deducting these reduces coverage by ~0.05–0.10×. T1–T4 ₹85K/sqft = ~25% premium over last registered AFS (₹67,766/sqft, Oct 2025). T5 price is estimate (no AFS exists). Galleria on carpet at ₹1L/sqft is conservative for the Tardeo/Mahalaxmi location — actual commercial values may be higher. Sector-V non-revenue cost is a partial estimate; exact BUA of already-delivered buildings not yet in corpus → verify from IOD or SRA records.