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Earnings Call

Oberoi Realty Earnings Call: Key Takeaways

Oberoi Realty delivers a high-velocity Q4 FY26, leveraging aggressive business development and robust occupancy in commercial assets to mask rising input costs.

Highlights
Revenue growthStrong momentum across residential and commercial segments in Q4 FY26.
MarginsInput costs rising by 2-3%, partially offset by higher pricing.
Order bookAggressive business development added 4 million sq ft development potential.
Demand visibilityRobust demand for luxury inventory; high-floor units receiving strong response.
Management confidenceHighly optimistic, emphasizing successful launches and near-monopoly in Worli.

Growth

Strong momentum driven by Sky City Mall and Commerce 3 achieving 72% and 98% occupancy respectively.

Outlook

Heavy launch pipeline for FY27 including 360 North and various redevelopment projects in South Mumbai.

Risks

Rising costs of energy, aluminum, and glass (2-3% increase) are eroding contingency buffers.

Source

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

Read the document ↗

Oberoi Realty Ltd: key numbers

Share price
₹1,858.50
Market cap
₹67,575 Cr
Revenue (annual)
₹6,009 Cr
Net profit (annual)
₹2,507 Cr
P/E (TTM)
25.7×Sector 35.8×
Promoter holding
67.70%+0.00% QoQ
FII holding
15.11%Current quarter

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

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