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Analyses on Dimri (3)
- March 29, 2026March 29, 2026
- Follow-up
Dimri: The Real Economics of Bavli and Sde Dov
Nearly NIS 943 million of expected gross profit sits in Bavli and Sde Dov, but these are still early, funding-heavy projects. At Bavli the main issue is structural leakage to a third party, while at Sde Dov the main issue is that financing cost has already started to eat into th…
- Follow-up
Dimri: How much are favorable financing terms really holding up the sales pace
Dimri's favorable financing terms probably helped maintain the sales pace in late 2025 and early 2026, but they did not create a strong cash year: part of the concession is deducted from revenue, part moves into finance income, and customer advances weakened.
Dimri 2025: The Margin Is Still Strong, but the Cash Test Has Moved to Bavli and Sde Dov
Dimri remains a strong residential developer with an unusually high gross margin and a deep layer of future profit, but 2025 shifted the center of gravity from margin quality to funding quality and the ability to turn value into cash, especially around Bavli and Sde Dov.
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