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Earnings Call

Sobha Earnings Call: Key Takeaways

Sobha Limited reports record sales of ₹81.36 Bn for FY26, driven by Bangalore and NCR expansion. Achieved net-debt negative status with a focus on high-margin residential launches.

Why this was an Alfa AlertNot a filter event. While performance reached record highs, there is no explicit beat of a prior management-guided range mentioned.
Highlights
Revenue growth29.3% YoY growth to ₹53.84 Bn in FY26.
MarginsEBITDA margin at 9.3%; project level expected EBITDA 30%+.
Demand visibilityHigh; 5.54 Mn sft sold in FY26 with strong Bangalore contribution.
Management confidenceStrong; emphasizing 'strength in motion' and net-debt negative position.

Growth

FY26 revenue grew 29.3% to ₹53.84 Bn; PAT surged 104% to ₹1.93 Bn. Annual sales value up 30%.

Outlook

Pipeline of 20.67 Mn sft forthcoming projects; ₹186.47 Bn balance revenue yet to be recognized from existing sales.

Risks

Expansion into new markets like Greater Noida and Mumbai requires disciplined capital allocation and operational execution.

Source

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

Read the document ↗

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