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Investor Presentation

Suraj Estate Developers Investor Presentation: Key Takeaways

Suraj Estate reported a strong Q1 FY27 with 10% YoY revenue growth and 7.5% PAT growth. Strategy remains focused on asset-light redevelopment in South-Central Mumbai.

Highlights
Revenue growth10% YoY growth to ₹146.2 Cr.
MarginsEBITDA margin stable at 37.5% vs 37.7% YoY.
Order bookOngoing projects have ₹2,010 Cr estimated receivables.
Demand visibilityStrong; ~33% of 'One Business Bay' inventory sold post-launch.
Management confidenceHigh; citing healthy operational progress and resilient customer demand.

Growth

Revenue reached ₹146.2 Cr (+10% YoY); PAT stood at ₹22.9 Cr (+7.5% YoY). EBITDA margins remained stable at 37.5%.

Outlook

Acquired Dadar land parcel (GDV ₹100 Cr); expanding 'Suraj One Business Bay' GDV potential to ₹2,000 Cr.

Risks

Operations are highly concentrated in the South-Central Mumbai micro-market, making them sensitive to local regulatory changes.

Last quarter's promises, checked

Delivered

  • Guided FY26 presales INR 600 Cr → delivered INR 615 Cr (= BEAT)
  • Guided FY26 EBITDA margin 35-40% → delivered 39.7% (= BEAT)
  • Guided net debt INR 600-650 Cr → delivered INR 579.91 Cr (= BEAT)

Partly delivered

  • Guided realization INR 45,775/sq ft → delivered INR 46,895/sq ft (Actual higher, but management corrected guidance to 45,775 during call) (= PARTIAL)

Missed

  • Guided FY26 PAT growth → delivered PAT decline due to finance costs (= MISS)
Source

Investor Presentation filed with BSE, NSE: SURAJEST. Summary written with AI assistance from the document.

Read the document ↗

Suraj Estate Developers Ltd: key numbers

Share price
₹221.75
Market cap
₹1,059 Cr
Revenue (annual)
₹555.9 Cr
Net profit (annual)
₹90.28 Cr
P/E (TTM)
11.5×Sector 35.8×
Promoter holding
69.80%+0.00% QoQ
FII holding
1.31%Current quarter

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

More from Suraj Estate Developers Ltd

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17:35 IST BSE
Acquisition

Suraj Estate Developers Acquisition Worth ₹82.72 Cr

Suraj Estate Developers' subsidiary completed the acquisition of land development rights in Mahim (West), Mumbai, for an investment of ₹82.72 Crores to expand its commercial project.

Value
₹82.72 Cr
saleable carpet area
1.5 lakh sq ft
17:48 IST NSE
Price Movement Clarification

Suraj Estate Developers Price Movement Clarification

Suraj Estate Developers clarified that the recent price movement in its securities is market-driven and not due to any undisclosed material information or developments.

17:01 IST BSE
Other Announcement

Suraj Estate Developers Other Announcement

KMP Shreepal Shah acquired 5,300 equity shares of Suraj Estate Developers Ltd via market purchases. The total value of these transactions is approximately ₹0.09 Crore.

Value
₹0.09 Cr
17:11 IST BSE
Other Announcement

Suraj Estate Developers Other Announcement

Suraj Estate Developers informs shareholders of the weblink to access the Annual Report for FY 2025-26 and the 40th Annual General Meeting notice.

17:40 IST BSE
Other Announcement

Suraj Estate Developers Other Announcement

KMP Shreepal Shah acquired 2,800 equity shares of Suraj Estate Developers through market purchases totaling ₹0.05 Crore.

Value
₹0.05 Cr
17:42 IST BSE
Annual General Meeting

Suraj Estate Developers Annual General Meeting

Suraj Estate Developers Limited has issued the notice for its Annual General Meeting scheduled for September 30, 2026.