Eldeco Housing and Industries Limited has informed the Exchange about Transcript of Earnings Conference Call held on Wednesday, August 13, 2025
ELDEHSG · price
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Eldeco Housing reported strong Q1 FY26 with booking value of Rs.221 crores, up 274% year-on-year, and collections of Rs.78 crores, up 41%. New project launches Eldeco Hanging Gardens (84% inventory sold within a week) and Eldeco Skywalk drove growth. The company plans to launch its flagship 50-acre Eldeco Solano Garden township this fiscal, with a gross development value of over Rs.1,000 crores. Construction spend is expected to ramp up from Rs.30 crores to Rs.50-60 crores per quarter by year-end. Q1 EBITDA margin fell to 17.6% due to low-income housing mix and front-loaded marketing expenses, but management expects margins to revert to the 30-40% historical range. Bulk revenue recognition is expected from Q3-Q4 FY26 with Imperia Phase II completions.
The strong 274% jump in bookings and healthy 41% growth in collections signal robust demand momentum, though near-term margins are temporarily compressed. Investors should note that revenue recognition lags bookings by 3-4 years, so FY27 onwards is when strong sales should materially boost the income statement.