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Investor Presentation

Aditya Birla Real Estate Investor Presentation: Key Takeaways

Aditya Birla Real Estate (formerly Century Textiles) reported Q1 FY27 results with Net Total Income growing 57% YoY to ₹86.9 Cr. The company concluded its pulp and paper business divestment to focus entirely on real estate.

Highlights
Revenue growthNet Total Income increased 57% YoY to ₹86.9 Cr.
MarginsEBITDA remains negative at -₹38 Cr for Q1 FY27.
Order bookTotal Booking Value at ₹24,836 Cr for launched inventory.
Demand visibilityStrong momentum in Pune; 91% of Birla Trimaya Ph-4 inventory sold.

Growth

Net Total Income up 57% YoY; Net Leasing Income grew 27% to ₹34.8 Cr. Net PAT reported at -₹67 Cr.

Outlook

FY27 project launch pipeline targeting ₹9,596 Cr GDV across 3.3 Mn Sq ft; overall revenue potential of ~₹73,900 Cr.

Risks

Negative EBITDA of ₹38 Cr; high consolidated net debt of ₹3,438 Cr; potential cyclical demand slowdown in premium segments.

Last quarter's promises, checked

Delivered

  • Guided ITC deal completion in Q1 FY27 → delivered (divestment completed) (= BEAT)
  • Guided 60-70% collection by structure completion → delivered 97-98% efficiency (= BEAT)
  • Guided construction spend ~₹1,000-1,200 Cr for FY27 → delivered ₹924 Cr previous year trend (= BEAT)

Partly delivered

  • Guided FY27 launch pipeline ₹9,000+ Cr → delivered ₹9,596 Cr target (In Progress) (= PARTIAL)

Missed

  • Guided strong sales momentum → delivered booking value down 22% YoY (= MISS)
Source

Investor Presentation filed with NSE, 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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