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Investor Presentation

Godrej Properties Investor Presentation: Key Takeaways

Godrej Properties reported Q1 FY27 booking value of INR 8,651 Cr, up 22% YoY. Management is targeting 20% ROE by FY28 through aggressive project deliveries.

Guidance and delivery
Management target Revenue 166.0% FY28
Highlights
MarginsTargeting 20% ROE from FY28.
Order book3 new projects added in Q1 totaling INR 9,500 Cr.
Demand visibilityStrong; achieved 22% of annual booking guidance in Q1.
Management confidenceHigh; 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)
Source

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

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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.

More from Godrej Properties Ltd

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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.