| Revenue growth | FY26 total income at ₹5,384 Cr; collections grew 26.1%. |
|---|---|
| Margins | EBITDA margins expected to expand to 30%+ in FY27. |
| Order book | Unrecognized real estate revenue of ₹18,647 Cr as of March 2026. |
| Demand visibility | Strong inquiries; stable pricing across major markets like Bangalore/NCR. |
| Management confidence | Strong; cite robust launch pipeline and net cash status. |
Growth
FY26 sales grew 30% YoY; total collections increased 26.1% to ₹7,798 Cr. Q4 income reached ₹2,030 Cr.
Outlook
Targeting 30% sales growth for FY27; planning 10M sq. ft. of launches across Bangalore, Gurgaon, and NCR.
Risks
Geopolitical uncertainty impacting costs; labor shortages during elections; potential delays in regulatory approvals (RERA/FSI).
Earnings Call filed with BSE, NSE: SOBHA. Summary written with AI assistance from 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.
More from Sobha Ltd
All →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
Sobha Earnings Call Transcript: Key Takeaways
Sobha delivered record sales in Q1FY27, driven by strong Bangalore and NCR launches. However, low reported EBITDA margins and high land investment outflows indicate execution and cash cycle pressures.
- Call
- Guides 30% growth
Sobha Earnings Call: Key Takeaways
Sobha reported a record Q1 FY27 with RE sales value of ₹36.56 Bn (+76% YoY). Total Income rose 47.6% to ₹13.30 Bn, driven by robust Bangalore and NCR performance.
Sobha Earnings Call: Key Takeaways
Sobha Limited achieved record FY26 real estate sales of ₹8,136 crore, driven by strong performance in Bangalore and NCR. Despite launch delays, management remains bullish on scaling operations with a robust project pipeline.
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.
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.