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Earnings Call

Embassy Developments Earnings Call: Key Takeaways

Embassy is pivoting from legacy cleanup to high-conviction luxury launches, yet current financials remain deeply scarred by inherited loss-making projects and operational headwinds.

Highlights
Revenue growth9M FY26 income ₹1,495cr; Q3 revenue hit by project completion timing.
MarginsCurrent negative margins expected to reverse with new high-margin launches.
Order bookUnsold inventory of ₹4,500cr plus ₹4,000cr in sold receivables.
Demand visibilityStrong momentum in Bengaluru and Mumbai luxury residential markets.
Management confidenceBalanced; focused on execution while addressing inherited legacy project pressures.

Growth

Pre-sales surged 240% QoQ to ₹1,392cr; however, EBITDA was negative ₹107cr due to legacy IndiaBulls costs.

Outlook

Management targets ₹5,000cr FY26 pre-sales and ₹19,000cr GDV launches, projecting profitability within 4-6 quarters.

Risks

Inherited litigation, high 14% debt costs, and a significant Canara Bank insolvency stay threaten business continuity.

Source

Earnings Call filed with NSE, NSE: EMBDL. Summary written with AI assistance from the document.

Read the document ↗

Embassy Developments Ltd: key numbers

Share price
₹58.07
Market cap
₹8,075 Cr
Revenue (annual)
₹1,732 Cr
Net profit (annual)
₹-872.6 Cr
P/E (TTM)
-8.6×Sector 35.8×
Promoter holding
42.65%+0.00% QoQ
FII holding
23.43%Current quarter

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

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18:42 IST BSE
Debt & Borrowing

Embassy Developments Debt & Borrowing

Embassy Developments Limited has completed the allotment of non-convertible debt securities. This action follows the company's recent board approval for the issuance.

18:36 IST BSE
Debt & Borrowing

Embassy Developments Debt & Borrowing: ₹105 Cr

Embassy Developments allotted secured, unlisted non-convertible debentures aggregating to Rs. 105 Crore on a private placement basis, maturing in September 2028.

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₹105.0 Cr
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Embassy Developments Bags ₹711 Cr Order from Mr. Dinesh Thakkar

Embassy Developments signed an MoU to sell an entire residential tower at Embassy Terazza, Juhu, to Mr. Dinesh Thakkar for ₹711 Crore.

Value
₹711.0 Cr
From
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16:39 IST BSE
Debt & Borrowing

Embassy Developments Debt & Borrowing: ₹160 Cr

Embassy Developments Limited's board committee approved raising up to Rs. 160 Crore via the private placement of non-convertible debentures.

Value
₹160.0 Cr
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Embassy Developments Board Meeting Date

Embassy Developments scheduled a board committee meeting on September 19, 2026, to consider raising funds via non-convertible debentures.