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Investor Presentation

Brigade Enterprises Investor Presentation: Key Takeaways

Brigade reported Q1 FY27 consolidated revenue of INR 1,179 Cr with a 36% EBITDA margin. The company achieved its highest-ever average realization of INR 14,256/sft in the real estate segment.

Highlights
MarginsEBITDA margins improved to 36% from 28% YoY.
Demand visibilityStrong domestic corporate and retail demand in hospitality/leasing.
Management confidenceHigh

Growth

Consolidated PAT grew 37% YoY to INR 217 Cr. Net area sales reached 0.74 mn sft with presales of INR 1,061 Cr.

Outlook

Planned launch of ~12 mn sft residential projects. Total capex commitment of INR 4,814 Cr with INR 3,598 Cr balance.

Risks

Residential net area sales saw a 19% YoY volume decline and 60% QoQ drop.

Last quarter's promises, checked

Delivered

  • Guided 8.3 mn sft FY26 launches → delivered 8.3 mn sft (= BEAT)
  • Guided 1.3 mn sft FY26 commercial launch → delivered 1.3 mn sft (= BEAT)
  • Guided 28% FY26 EBITDA margin → delivered 28% (= BEAT)

Partly delivered

  • Guided 1 mn sft Morgan Heights relaunch Q1 FY27 → relaunch in process (= PARTIAL)

Missed

  • Guided INR 9,000 Cr FY27 presales → delivered INR 1,061 Cr in Q1 (= MISS)
  • Guided 12 mn sft FY27 launch pipeline → delivered 0 mn sft in Q1 (= MISS)
Source

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

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Brigade Enterprises Ltd: key numbers

Share price
₹597.90
Market cap
₹19,507 Cr
Revenue (annual)
₹5,697 Cr
Net profit (annual)
₹644.4 Cr
P/E (TTM)
28.1×Sector 35.8×
Promoter holding
41.10%-0.01% QoQ
FII holding
15.63%Current quarter

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

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Acquisition

Brigade Enterprises Acquisition Worth ₹0.1 Cr

Brigade Enterprises Limited acquired a 100% stake in Celebrations Development Company Private Limited for Rs. 0.10 Crore to undertake real estate development projects.

Value
₹0.10 Cr
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Legal & Regulatory

Brigade Enterprises Legal & Regulatory

Brigade Enterprises received a show cause notice from GST authorities regarding tax reporting differences. The company denies merits of the notice and expects no financial impact.

13:22 IST BSE
Other Announcement

Brigade Enterprises Other Announcement

Brigade Enterprises received an ESG rating of 68 from Niche99, a SEBI-registered ESG rating provider. The score is based on public disclosures and carries no financial or operational impact.