ALFA Finder| Management target | Revenue 166.0% FY28 |
|---|
| Margins | Targeting 20% ROE from FY28. |
|---|---|
| Order book | 3 new projects added in Q1 totaling INR 9,500 Cr. |
| Demand visibility | Strong; achieved 22% of annual booking guidance in Q1. |
| Management confidence | High; citing 9th year of booking growth. |
Growth
Booking value grew 22% YoY; customer collections rose 18% to INR 4,348 Cr. Q1 net profit stands at INR 350 Cr.
Outlook
Guided for INR 39,000 Cr booking value in FY27. Expects INR 40,000 Cr revenue recognition (BV) and INR 20,000 Cr OCF by FY28.
Risks
Quarterly OCF volatility due to collection timing vs. steady construction outflows; dependence on regulatory approvals for delivery timelines.
Last quarter's promises, checked
Delivered
- Guided INR 32,500 Cr Bookings (FY26) → delivered INR 34,171 Cr (= BEAT)
- Guided 10 Mn sq. ft. Deliveries (FY26) → delivered 12.1 Mn sq. ft. (= BEAT)
- Guided 10-15% PAT Margin → delivered 22% (INR 1,850 Cr on INR 8,374 Cr) (= BEAT)
Partly delivered
- Targeted NCR Sales >INR 10,000 Cr → delivered INR 7,412 Cr (= PARTIAL)
Missed
- Guided INR 21,000 Cr Collections (FY26) → delivered INR 19,965 Cr (= MISS)
Investor Presentation filed with BSE, NSE: GODREJPROP. Summary written with AI assistance from the document.
Godrej Properties Ltd: key numbers
- Share price
- ₹1,854.90
- Market cap
- ₹55,874 Cr
- Revenue (annual)
- ₹5,131 Cr
- Net profit (annual)
- ₹1,850 Cr
- P/E (TTM)
- 41.4×Sector 38.9×
- Promoter holding
- 51.66%+0.00% QoQ
- FII holding
- 24.37%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Godrej Properties Ltd
All →Godrej Properties Capacity Expansion
Godrej Properties adds a ~31-acre land parcel on Indore-Ujjain Road for plotted residential development, with ~0.7 million sq ft estimated saleable area. The filing is a press release with no stated purchase price.
- estimated saleable area
- 0.7 million sq ft
Godrej Properties Debt & Borrowing
Godrej Properties confirms full redemption of Commercial Paper GPL CP 12/11/26 Sr 66 (ISIN INE484J14F63) on its maturity date of November 12, 2026. The IPA certificate confirms 2,000 securities of face value ₹5,00,000 each were redeemed.
Godrej Properties Debt & Borrowing: ₹100 Cr
Godrej Properties Limited has redeemed Commercial Papers worth Rs. 100 Crore. The company extinguished 2,000 securities of face value Rs. 5,00,000 each upon maturity.
- Value
- ₹100.0 Cr
Godrej Properties Debt & Borrowing
Godrej Properties fully redeemed a commercial paper of 2,000 securities maturing November 3, 2026. The IPA certificate confirms all holders were paid.
Godrej Properties Business Update
Godrej Properties launched a Pune homebuyer research study at its Shubh Aarambh event. The company unveiled a 1,400 sq m resort-themed clubhouse at Godrej Hill Retreat.
Godrej Properties Earnings Call Transcript: Key Takeaways
Management is banking on a massive second-half launch pipeline to mask Q2 de-growth in bookings. While collections are strong, earnings quality is currently distorted by project exit accounting and back-ended delivery schedules.
- Call
- Guides 20% growth