Announced Fri, 13 Feb · 17:59 IST

Eldeco Housing And Industries Limited has informed the Exchange about Transcript of Earnings Conference Call held on Wednesday, February 11, 2026

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF

ELDEHSG · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Eldeco Housing reported strong Q3 FY26 results with consolidated total income of INR 45 crores, EBITDA of INR 19.8 crores (43.7% margin), and PAT of INR 13.7 crores (30.2% margin). For 9M FY26, booking value rose 29% YoY to INR 361.2 crores, collections grew 43% YoY to INR 255 crores, and 254 homes (2.6 lakh sq ft) were delivered. Management highlighted that 9M FY26 has already surpassed full-year FY25 bookings and expects Solano Gardens (launched January 2026 with INR 1,000+ crores GDV potential, INR 350 crores already booked via EOI) to drive FY26 to record bookings. The balance sheet is net cash positive (cash of INR 178 crores vs debt of INR 106 crores) and the company has fully recovered its Bareilly investment with interest. Pricing has grown steadily to INR 6,500/sq ft, with a strong multi-year pipeline including 6 forthcoming projects and ~40 acres under land aggregation, plus two recent LDA auction wins to be announced later.

Likely market impact

Positive for shareholders: strong YoY growth across bookings, collections and deliveries, net cash balance sheet, and a robust launch pipeline suggest FY26 could be a record year. Watch for Imperia Phase 2 revenue recognition in coming quarters and official disclosure of new LDA auction wins, both of which could drive earnings upgrades.