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Earnings Call Transcript

Phoenix Mills Earnings Call Transcript: Key Takeaways

Phoenix Mills reported 51% revenue growth and 43% EBITDA growth in FY24, driven by strong performance in new malls. The company proposed a 1:1 bonus issue while expanding its retail and office footprint across India.

Highlights
Revenue growth₹3,978 Cr in FY24, up 51% YoY.
MarginsEBITDA CAGR of 28% from FY16 to FY24.
Demand visibilityStrong; retail consumption reached all-time high of ₹11,344 Cr.
Management confidenceBalanced and optimistic, highlighting financial discipline and long-term asset value.

Growth

FY24 revenue rose 51% YoY to ₹3,978 Cr; EBITDA reached ₹2,177 Cr. Consumption growth of 23% hit an all-time high of ₹11,344 Cr.

Outlook

Aims to double operational annuity portfolio by 2030. Targets 14 million sq. ft. of retail and 7 million sq. ft. of office space by 2027.

Risks

Management did not provide specific FY27/Q1FY27 numeric guidance during this meeting, focusing on 2030 long-term aspirations instead.

Source

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

Read the document ↗

Phoenix Mills Ltd: key numbers

Share price
₹1,978.40
Market cap
₹70,763 Cr
Revenue (annual)
₹4,423 Cr
Net profit (annual)
₹1,224 Cr
P/E (TTM)
55.3×Sector 35.8×
Promoter holding
47.25%+0.00% QoQ
FII holding
31.73%Current quarter

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

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