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Earnings Call Transcript

Eldeco Housing & Industries Earnings Call Transcript: Key Takeaways

Q1FY27 revenue grew 63% YoY to ₹50.3 Cr with PAT jumping 382% to ₹15.1 Cr. Strong margins driven by high-margin horizontal project deliveries in Lucknow.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth63% YoY increase in total income for Q1FY27.
MarginsEBITDA margin improved to 37.1% due to horizontal project mix.
Order bookBooking value ₹105.7 Cr; Collections stood at ₹131.2 Cr.
Demand visibilityHealthy customer engagement; 1.26 lakh sq. ft. booked in Q1.
Management confidenceHigh; citing pivotal growth starting FY28 and strong execution track record.

Growth

Revenue ₹50.3 Cr (+63% YoY), EBITDA ₹18.7 Cr (+243% YoY), PAT ₹15.1 Cr (+382% YoY).

Outlook

FY27 expected to show strong growth; pivotal shift targeted for FY28 onwards. New 50-acre land parcel under contract.

Risks

RERA extensions due to labor/commodity issues; dependency on Lucknow market and project-specific delivery cycles.

Last quarter's promises, checked

Delivered

  • Guided Imperia 2 FY27 revenue ₹130-150 Cr → Delivered ₹42.7 Cr in Q1 (= BEAT)
  • Guided FY27 construction spend ~₹200 Cr → Delivered ₹57.8 Cr in Q1 (= BEAT)
  • Guided EBITDA margin 30-35% for FY27 → Delivered 37.1% in Q1 (= BEAT)

Partly delivered

  • Guided Latitude 27 handover by year-end FY27 → RERA extension received (= PARTIAL)
Source

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

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Eldeco Housing & Industries Ltd: key numbers

Share price
₹765.50
Market cap
₹752.7 Cr
Revenue (annual)
₹164.9 Cr
Net profit (annual)
₹24.28 Cr
P/E (TTM)
20.8×Sector 35.8×
Promoter holding
54.83%+0.00% QoQ
FII holding
0.82%Current quarter

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

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Key figure
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