ALFA Finder| Revenue growth | 29.3% YoY growth to ₹53.84 Bn in FY26. |
|---|---|
| Margins | EBITDA margin at 9.3%; project level expected EBITDA 30%+. |
| Demand visibility | High; 5.54 Mn sft sold in FY26 with strong Bangalore contribution. |
| Management confidence | Strong; 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.
Earnings Call filed with NSE, NSE: SOBHA. Summary written with AI assistance from the document.
Sobha Ltd: key numbers
- Share price
- ₹1,262.90
- Market cap
- ₹13,506 Cr
- Revenue (annual)
- ₹5,190 Cr
- Net profit (annual)
- ₹193.4 Cr
- P/E (TTM)
- 70.7×Sector 38.0×
- Promoter holding
- 52.89%+0.01% QoQ
- FII holding
- 6.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sobha Ltd
All →Sobha Capital Structure Change
Bandhan Mutual Fund, a non-promoter, acquired 2,183,115 Sobha Ltd shares through the secondary market. Its stake rose from 7.03% to 9.07% of paid-up equity capital.
Sobha Legal & Regulatory
Sobha faces a GST order for Rs 29.76 Crore tax plus interest and penalty, and is appealing to GSTAT. The company reports no operational impact.
- Value
- ₹29.76 Cr
Sobha Earnings Call Transcript: Key Takeaways
Sobha delivered record H1 pre-sales despite Q2 margin compression. Management is banking on a heavy H2 launch pipeline and high-margin new inventory to restore profitability.
- Call
- Guides 50% growth
Sobha Capital Structure Change
Sobha Limited issued a final notice for payment of the first and final call of ₹825.50 per partly paid-up share on 20,857 shares outstanding.
- Value
- ₹1.72 Cr
Sobha Acquisition Worth ₹12.7 Cr
Sobha Limited will acquire the fire and safety business division of Sobha Projects and Trade Private Limited in a slump sale for ₹12.70 Crore.
- Value
- ₹12.70 Cr
- Execution
- Three months
Sobha Merger & Restructuring Worth ₹12.7 Cr
Sobha Limited is acquiring the fire and safety division of Sobha Projects and Trade Private Limited via a slump sale for Rs. 12.7 Crore.
- Value
- ₹12.70 Cr
- Execution
- Three months