Thursday, 29 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

Aditya Birla Real Estate Investor Presentation: Key Takeaways

Q2 FY27 RE net total income ₹268 Cr (+755% YoY), continuing EBITDA ₹195 Cr, collections ₹752 Cr (+47%). Net debt cut to ₹284 Cr; shift toward cash monetisation.

Highlights
Revenue growthQ2 RE net total income ₹268 Cr, +755% YoY
MarginsBirla Tisya EBITDA margin 28%; Birla Navya 35%
Order bookBooking value ₹24,483 Cr, 79% of launched inventory
Demand visibilityQ2 booking ₹298 Cr, down 67% YoY; MMR sustenance momentum

Growth

Q2 RE net total income ₹268 Cr (+755% YoY); H1 ₹355 Cr (+309%). H1 collections ₹1,465 Cr (+39%).

Outlook

No numeric guidance given. FY27 launch pipeline ₹4,728 Cr GDV; Worli Tower C redesign launches in FY28.

Risks

Q2 booking value ₹298 Cr, down 67% YoY. RE income depends on project completion timing under the completed-contract method.

Last quarter's promises, checked

Delivered

  • Aurora/Centurion 100% occupied (Q1 'fully occupied') → 100% occupied (= BEAT)

Partly delivered

  • Net debt 'nearly zero' → ₹284 Cr net debt; gross ₹3,633 Cr (= PARTIAL)

Missed

  • FY27 launches ₹9,600 Cr GDV → FY27 pipeline ₹4,728 Cr GDV (= MISS)
  • Niyaara large-format launch early/mid Q3 FY27 → Tower C deferred to FY28 (= MISS)
  • 'We will pick up' from Q1 net sales ₹329 Cr → Q2 booking ₹298 Cr, down 67% YoY (= MISS)
Source

Investor Presentation filed with NSE, NSE: ABREL. Summary written with AI assistance from the document.

Read the document ↗

Aditya Birla Real Estate Ltd: key numbers

Share price
₹1,053.80
Market cap
₹11,770 Cr
Revenue (annual)
₹407.2 Cr
Net profit (annual)
₹-103.2 Cr
P/E (TTM)
15.5×Sector 33.7×
Promoter holding
50.21%+0.00% QoQ
FII holding
8.99%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 →