ALFA Finder| Revenue growth | Real estate sales hit ₹8,136 crore, growing 30% year-on-year. |
|---|---|
| Margins | EBITDA margins expected at 30%+ for unrecognized revenue portfolio. |
| Order book | Unrecognized real estate revenue stands at approximately ₹18,600 crore. |
| Demand visibility | Strong, specifically in Bangalore and NCR premium segments. |
| Management confidence | Highly optimistic, emphasizing strong foundations and a massive launch pipeline. |
Growth
Real estate sales grew 30% YoY with a 9.4% improvement in average price realization to ₹14,675 per sqft.
Outlook
Targeting 10 million sqft of new launches in FY27 across Bangalore, NCR, and Kerala.
Risks
Launch delays due to internal/external factors and input cost inflation from geopolitical uncertainty remain key concerns.
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