ABRELBSEAditya Birla Real Estate LtdMediumNeutral
Announced Wed, 6 May · 16:05 IST

Earning Presentation of the Company for Q4- FY26

Investor Communications View source PDF

ABREL · price

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Price reaction · full curve 14 horizons · vs prior close
-4.6%1-day move
₹1551.00
prior close
₹1571.90
base price
After-mkt
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-0.7-0.8-0.7+0.2-4.6-11.6-14.8-15.2-15.7-20.6-19.1-21.9-9.3
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AI summary

ABREL reported booking value of ₹81,363 Mn for FY26 with Q4 FY26 at ₹42,882 Mn (up 69% QoQ). Collections grew 23% YoY to ₹33,409 Mn in FY26, while net total income stood at ₹10,729 Mn for Q4. The company maintains a total portfolio GDV of ₹7,38,579 Mn with 34.7 Mn sq ft across 21 projects in MMR, Bengaluru, NCR, and Pune. The company completed strategic divestment of Century Pulp and Paper to ITC for ₹34.98 Bn. New partnerships include IFC (₹4,200 Mn) and Mitsubishi Estate (₹5,600 Mn) for residential projects. Net debt reduced to ₹32,040 Mn with AA-rated credit profile. PAT remained negative at ₹-1,148 Mn due to real estate completed contract accounting method.

Likely market impact

The strong 85% CAGR in booking value and 23% YoY collection growth signal robust demand for ABREL's premium projects, though the negative PAT under completed contract accounting is typical for real estate companies and may concern near-term focused investors. The FY27 launch pipeline of ₹95,960 Mn and partnerships with marquee global investors like Mitsubishi and IFC indicate continued growth trajectory.