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Earnings Call

Sobha Earnings Call: Key Takeaways

Sobha delivered record FY26 performance with sales value of ₹81.36 Bn (+30% YoY) and revenue of ₹53.84 Bn (+29.3% YoY). The company achieved a net-debt negative position.

Highlights
Revenue growth29.3% YoY growth to ₹53.84 Bn.
MarginsEBITDA margin at 9.3%; PAT margin at 3.6%.
Order bookRevenue to be recognized: ₹186.47 Bn.
Demand visibilityStrong; 10.53 Mn sft FY27 inventory visibility.
Management confidenceHigh; citing historic sales and strengthened balance sheet.

Growth

FY26 Revenue grew 29.3% to ₹53.84 Bn; PAT surged 104% to ₹1.93 Bn; EBITDA rose 20% to ₹5.03 Bn.

Outlook

Revenue to be recognized stands at ₹186.47 Bn. Forthcoming projects pipeline of 20.67 Mn sft.

Risks

Rising project outflows (₹30.83 Bn) and increased sales/marketing spend (+84% YoY) were noted.

Source

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

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Sobha Ltd: key numbers

Share price
₹1,226.60
Market cap
₹13,118 Cr
Revenue (annual)
₹5,190 Cr
Net profit (annual)
₹193.4 Cr
P/E (TTM)
56.9×Sector 35.8×
Promoter holding
52.88%+0.00% QoQ
FII holding
6.12%Current quarter

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

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15:08 IST BSE
Promoter Buying

Sobha Promoter Buying: ₹0.43 Cr

Sobha promoter Ravi P N C Menon bought 3,500 shares on NSE for ₹0.43 Crore on 18-Sep-2026. Post-trade holding remains at 3.36%.

Value
₹0.43 Cr