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Investor Presentation

Ganesh Housing Investor Presentation: Key Takeaways

Ganesh Housing reported Q1 FY27 revenue of INR 2,802 Mn (130% QoQ growth) and PAT of INR 420 Mn. Management is pivoting towards land monetization and completing the Million Minds IT SEZ project.

Highlights
Revenue growth86% YoY; 130% QoQ.
MarginsEBITDA margin declined to 39.3% from 84.8% YoY.
Demand visibilityStrong; ~55% leasable area of IT SEZ Phase 1 under active discussion.

Growth

Revenue grew 86% YoY to INR 2,802 Mn, while PAT declined 55% YoY to INR 420 Mn.

Outlook

Targeting development of ~31msf with ~INR 225,000 Mn sales value over the next few years.

Risks

PAT margins compressed significantly to 15.0% from 61.6% YoY; EBITDA margins fell to 39.3%.

Last quarter's promises, checked

Delivered

  • Targeted FY26 Revenue INR 539 Cr → delivered INR 539 Cr (= BEAT)
  • Targeted FY26 PAT INR 316 Cr → delivered INR 316 Cr (= BEAT)
  • Targeted Dividend 15% → delivered 15% (= BEAT)

Partly delivered

  • Million Minds Phase 1 Leasing 60-65% → 55% under active discussion (= PARTIAL)

Missed

  • Million Minds Phase 1 completion July 2026 → Not yet operational in current call (= MISS)
  • EBITDA Margin ~80% → delivered 39.3% (= MISS)
Source

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

Read the document ↗

Ganesh Housing Ltd: key numbers

Share price
₹734.75
Market cap
₹6,127 Cr
Revenue (annual)
₹511.4 Cr
Net profit (annual)
₹316.3 Cr
P/E (TTM)
23.1×Sector 35.8×
Promoter holding
73.06%+0.00% QoQ
FII holding
0.63%Current quarter

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

More from Ganesh Housing Ltd

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18:08 IST BSE
Other Announcement

Ganesh Housing Other Announcement

Ganesh Housing Ltd notified the exchanges that its Secretarial Auditor has renamed itself from M/s. ALAP & Co. LLP to M/s. Prasad and Partners LLP.

18:40 IST BSE
Annual General Meeting

Ganesh Housing Annual General Meeting

Ganesh Housing Limited successfully concluded its 35th Annual General Meeting on September 11, 2026, where shareholders approved financial statements, dividend declaration, and related party transactions.

18:32 IST BSE
Earnings Call

Ganesh Housing Earnings Call Transcript: Key Takeaways

Revenue surged 130% QoQ, but Profit After Tax (PAT) was hit by a heavy one-time tax burden from the Thaltej land monetization. Management is shifting toward a recurring rental model via Million Minds.

Call
Guides 257% growth