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Investor Presentation

Embassy Developments Investor Presentation: Key Takeaways

Embassy Developments Limited reported Q1 FY27 pre-sales of ₹868 Cr, up 338% YoY, though it recorded a PAT loss of ₹234 Cr. Strategy focuses on high-velocity residential launches in Bengaluru.

Guidance and delivery
Management target Revenue FY27
Highlights
MarginsProject surplus margin estimated at ~53%.
Order bookGDV of ₹57k Cr; unsold inventory value of ₹50,822 Cr.
Demand visibilityStrong; 72% of launched inventory sold within six months.
Management confidenceHigh; strong demand in Bengaluru and disciplined execution noted.

Growth

Pre-sales grew 338% YoY to ₹868 Cr; collections increased 54% YoY to ₹496 Cr. Area sold rose 135% YoY to 484k sf.

Outlook

Guidance for FY27 pre-sales is ₹6,000 Cr from owned projects and ₹2,000 Cr from DM. FY27 collection target is ₹3,000 Cr.

Risks

Company remains loss-making at PAT level (₹234 Cr loss) with high operating expenses and significant pending construction costs of ₹27,320 Cr.

Last quarter's promises, checked

Delivered

  • FY26 Presales Guidance ₹5,000 Cr → delivered ₹4,631 Cr (~93% of target) (= BEAT)
  • Q4 FY26 Presales Growth → delivered ₹2,632 Cr (89% QoQ) (= BEAT)
  • Net Debt to Equity target 0.5x or less → delivered 0.3x (= BEAT)

Partly delivered

  • Bangalore launch pipeline → delivered 65% of segment sales but one project delayed to Q1 FY27 (= PARTIAL)

Missed

  • FY26 Revenue from operations ₹2,180 Cr → delivered ₹1,732 Cr (= MISS)
  • FY26 PAT ₹194 Cr → delivered ₹-872 Cr (= MISS)
  • FY26 EBITDA ₹531 Cr → delivered ₹-300 Cr (= MISS)
Source

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

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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.

Value
₹105.0 Cr
07:06 IST BSE
New Order Win

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
Mr. Dinesh Thakkar
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
12:16 IST BSE
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19:05 IST BSE
Board Meeting Date

Embassy Developments Board Meeting Date

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