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Earnings Call Transcript

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.

Why this was an Alfa AlertManagement guides 257% Revenue growth for FY27 (explicit single-year guidance).
Guidance and delivery
Management target Revenue 257.0% FY27
Highlights
Revenue growth130% QoQ growth; 280 Cr revenue includes major land monetization.
MarginsMargins moderated due to higher cost basis of amalgamated land assets.
Demand visibilityStrong visibility for premium residential and commercial spaces in Ahmedabad.
Management confidenceBalanced; optimistic on Ahmedabad growth but defensive on high tax impact.

Growth

Revenue grew 86% YoY to 280 Cr, driven by the Thaltej land sale and progress in Malabar Retreat.

Outlook

FY27 Revenue guidance of 1,000-1,200 Cr and PAT of 300-325 Cr.

Risks

High one-time tax burden on land sales and concentrated project dependency in the Ahmedabad market.

Last quarter's promises, checked

Delivered

  • Million Minds Phase 1 inauguration → Completed May 17 (= BEAT)
  • Debt-free status → Maintained zero net debt (= BEAT)
  • Dividend payout → 15% (1.5 INR/share) declared (= BEAT)

Partly delivered

  • Million Minds Phase 1 leasing → 60-65% vs 100% target (= PARTIAL)

Missed

  • Malabar Retreat 100% completion → 79% complete (= MISS)
Source

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

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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.

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