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Earnings Call

Aditya Birla Real Estate Earnings Call: Key Takeaways

Aditya Birla Real Estate achieved ₹81,363 Mn booking value in FY26, shifting focus exclusively to real estate after divesting its pulp & paper business for ₹34.98 Bn.

Highlights
Revenue growthTotal Income down 55% YoY in FY26 for continuing operations.
MarginsOperating losses (Negative EBITDA) persist in real estate segment.
Order bookTotal saleable area of 34.7 Mn sq ft in portfolio.
Demand visibilityStrong sustenance sales; 77% of launched inventory sold.

Growth

Booking value grew marginally YoY to ₹81,363 Mn; collections rose 23% to ₹33,409 Mn. FY26 PAT (after discontinued ops) was ₹54 Mn.

Outlook

FY27 pipeline includes 3.3 Mn sq ft launch with ₹95,960 Mn GDV. Total revenue potential estimated at ₹739 Bn.

Risks

Substantial quarterly EBITDA losses in continuing operations (₹1,445 Mn in Q4). High net debt of ₹32,040 Mn.

Source

Earnings Call filed with BSE, NSE: ABREL. Summary written with AI assistance from the document.

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Aditya Birla Real Estate Ltd: key numbers

Share price
₹1,230.90
Market cap
₹13,749 Cr
Revenue (annual)
₹407.2 Cr
Net profit (annual)
₹-103.2 Cr
P/E (TTM)
-118.2×Sector 35.8×
Promoter holding
50.21%+0.00% QoQ
FII holding
9.26%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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