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Earnings Call

Kalpataru Earnings Call: Key Takeaways

Kalpataru Ltd reported record FY26 operational performance with ₹5,280cr pre-sales and ₹3,436cr revenue (up 54% YoY), driven by strong deliveries and project completions.

Why this was an Alfa AlertNot a filter event. Performance was strong and record-breaking, but management did not state results exceeded prior guidance by >5%.
Highlights
Revenue growth54% YoY growth in FY26 revenue to ₹3,436cr.
MarginsHealthy adjusted EBITDA margins: 36% in Q4, 30% for full year.
Order bookOngoing projects have ₹27,000cr total future inflows.
Demand visibilityStrong; robust walk-ins and ₹57,000cr total future portfolio inflows.
Management confidenceHigh; described FY26 as a landmark year for the company.

Growth

FY26 pre-sales grew 17% to ₹5,280cr; collections rose 34% to ₹4,960cr; adjusted EBITDA margin reached 30%.

Outlook

Targeting 5.5msft deliveries in FY27 and launch pipeline of 5msft with ₹7,800cr GDV.

Risks

MMR concentration, rising construction costs (up 2-4%), and geopolitical impact on supply chains.

Source

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

Read the document ↗

Kalpataru Ltd: key numbers

Share price
₹281.85
Market cap
₹5,804 Cr
Revenue (annual)
₹3,480 Cr
Net profit (annual)
₹93.71 Cr
P/E (TTM)
49.8×Sector 35.8×
Promoter holding
81.34%+0.00% QoQ
FII holding
5.87%Current quarter

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

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12:47 IST BSE
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12:22 IST BSE
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Value
₹13.57 Cr
11:24 IST BSE
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Kalpataru Legal & Regulatory

Kalpataru's subsidiary Abacus faces a GST Appellate Tribunal challenge to a favorable order on a Rs.1.36 Crore demand. The company states no material financial impact is expected.

Value
₹1.36 Cr
20:29 IST BSE
Credit Rating

Kalpataru Credit Rating

CRISIL Ratings Limited has downgraded the credit rating of Kalpataru Ltd to CRISIL BBB with a Stable outlook.

19:51 IST NSE
Credit Rating

Kalpataru Credit Rating

CRISIL has downgraded the long-term bank facility rating of Kalpataru Limited from 'Crisil BBB+/Stable' to 'Crisil BBB/Stable'. The total rated bank loan facilities are ₹1,362.94 Crore.

Value
₹1,363 Cr
18:58 IST NSE
Employee Stock Options

Kalpataru Employee Stock Options

Kalpataru Limited has allotted 4,825 equity shares of face value ₹10 each upon the exercise of employee stock options.