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Earnings Call

Godrej Properties Earnings Call: Key Takeaways

Godrej Properties delivered its best-ever year in FY26, achieving record bookings, collections, and earnings. Management raised residential booking guidance for FY27 to INR 39,000+ crores.

Why this was an Alfa AlertFY26 booking value of ₹34,171cr beat guided ₹27,000cr by ~26.5%; FY27 guidance raised 15%+ over prior year targets.
Highlights
Revenue growthFY26 total income grew 22% YoY to INR 8,374 crores.
MarginsImputed EBIT margin at 24.5%; targeting 10-15% PAT margins.
Order bookFuture sales potential of INR 42,100 crores added in FY26.
Demand visibilityStrong; Q4 bookings hit record ₹10,163cr despite global headwinds.
Management confidenceHigh; citing 59% growth in business development providing strong launch pipeline.

Growth

FY26 Total Income up 22% to ₹8,374cr; Net Profit up 32% to ₹1,850cr; Bookings grew 16% to ₹34,171cr.

Outlook

FY27 targets: ₹39,000cr+ bookings and ₹24,000cr+ collections. Aiming for 20% ROE by FY28.

Risks

Global geopolitical uncertainty, AI disruption in IT-hubs, and project approval delays (e.g., NCR launches).

Source

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

Read the document ↗

Godrej Properties Ltd: key numbers

Share price
₹1,700.10
Market cap
₹51,212 Cr
Revenue (annual)
₹5,131 Cr
Net profit (annual)
₹1,850 Cr
P/E (TTM)
32.0×Sector 35.8×
Promoter holding
51.66%+0.00% QoQ
FII holding
25.32%Current quarter

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

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17:00 IST NSE
Debt & Borrowing

Godrej Properties Debt & Borrowing: ₹175 Cr

Godrej Properties has fully redeemed Commercial Papers worth ₹175 Crore upon maturity. The redemption certificate confirms all necessary payments were made to the beneficiaries.

Value
₹175.0 Cr
17:43 IST NSE
Debt & Borrowing

Godrej Properties Debt & Borrowing

Godrej Properties has fixed record dates for the redemption of various Commercial Papers maturing in October 2026. This relates to servicing the company's debt obligations.

17:32 IST NSE
Debt & Borrowing

Godrej Properties Debt & Borrowing: ₹100 Cr

Godrej Properties has redeemed Commercial Paper (ISIN: INE484J14E23) worth Rs. 100 Crore upon maturity. The redemption payment has been successfully made to beneficiaries.

Value
₹100.0 Cr
15:59 IST BSE
Debt & Borrowing

Godrej Properties Debt & Borrowing: ₹96.6 Cr

Godrej Properties confirmed payment of ₹96.60 Crore annual interest on two NCD tranches. Payment was made on 21 September 2026 as scheduled under Reg 57 LODR.

Value
₹96.60 Cr
15:40 IST BSE
Annual General Meeting

Godrej Properties Annual General Meeting

Godrej Properties disclosed postal ballot and e-voting results with the scrutinizer report. The resolution re-designating Pirojsha Godrej as Chairperson passed with 99.61% assent.

13:21 IST BSE
Business Update

Godrej Properties Business Update

Godrej Properties opened a 24-metre-wide government road near Godrej Aristocrat in Gurugram. This infrastructure project, built in collaboration with the Haryana government, enhances local connectivity.