| Management target | Revenue 3 years |
|---|
| Revenue growth | Collections up 31% YoY; net bookings hit by cancellations. |
|---|---|
| Margins | Targeting 25-30% margins on new Vashi and redevelopment projects. |
| Order book | ₹60,000 Cr BD pipeline; ₹9,600 Cr launches planned for FY27. |
| Demand visibility | Strong premium demand in Mumbai; NCR and Bengaluru markets seen heating. |
| Management confidence | Extremely confident, emphasizing 'prudence' over aggressive growth compared to peers. |
Growth
Collections grew 31% YoY to ₹713 Cr; however, net sales were muted due to high-value cancellations.
Outlook
Management maintains a 3-year pre-sales guidance of ₹15,000 Cr and ₹10,000-15,000 Cr BD target for FY27.
Risks
High cancellations at flagship Birla Niara project and heavy dependence on M-M-R redevelopment approvals.
Last quarter's promises, checked
Delivered
- Guided Q4 FY26 launch of Birla Taranya → Delivered ₹952 Cr sales (= BEAT)
- Guided Q4 FY26 launch of Birla Arika Phase 2 → Delivered 97% inventory sold (= BEAT)
- Guided Q4 FY26 launch of Birla Punya Phase 2 → Delivered ₹250 Cr sales (= BEAT)
Partly delivered
- Guided ₹15,000 Cr sales by FY28 → Management now suggests slip to FY29 (= PARTIAL)
Missed
- Guided Niyaara Tower C launch H1 FY27 → Delayed to Q2/Q3 FY27 (= MISS)
Earnings Call Transcript filed with BSE, NSE: ABREL. Summary written with AI assistance from the document.
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.
More from Aditya Birla Real Estate Ltd
All →Aditya Birla Real Estate Management Change
Aditya Birla Real Estate announced the cessation of Mr. Ajay Kumar Gupta as Senior Management Personnel. His departure follows the previously disclosed sale of the CPP division.
Aditya Birla Real Estate Other Announcement
Aditya Birla Real Estate Limited received an ESG rating of 67 from NSE Sustainability Ratings. The voluntary rating for FY2026 places the company in the aspiring category.
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.
Aditya Birla Real Estate Q1 FY27 Results: Net Loss of ₹34.6 Cr, Loss Widens
Aditya Birla Real Estate Ltd reported revenue from operations of ₹188.8 Cr (+29.7% YoY) and a net loss of ₹34.6 Cr for Q1 FY27.
- Key figure
- Net loss ₹34.6 Cr
Aditya Birla Real Estate Earnings Call: Key Takeaways
Aditya Birla Real Estate delivered record Q4FY26 presales of ₹4,288 cr (+69% Q-o-Q) and full-year presales of ₹8,136 cr. Strategy focuses on premium residential launches and luxury MMR redevelopment.
Aditya Birla Real Estate Earnings Call: Key Takeaways
Aditya Birla Real Estate delivered record quarterly pre-sales of ₹4,288 crore, driven by high-velocity launches in NCR and MMR, despite softer affordable segment demand.