HUBTOWNNSEHubtown Limited· ConstructionMediumNeutral
Announced Thu, 21 May · 21:09 IST

Hubtown Limited has informed the Exchange about Transcript

Cfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

HUBTOWN · price

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₹206.50
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AI summary

Hubtown Limited hosted its Q4 FY26 analyst meet in Mumbai. The company is progressing with the merger of promoter-held entities — two mergers (Rising City and 25 West) have received NCLT approval, while the third (25 South and 25 Downtown) awaits exchange approval, effective from April 1, 2025 with no shareholder dilution. Key projects are on track: 25 South (95% sold, completion expected this year), Rising City Phase 1 (5 of 6 towers received OC), and 25 West (Bandra) first tower delivery next year. New launches planned this year include Seasons Phase 2 in Chembur, 25 Vistas in Thane, and 25 Estates in Khalapur. FY27 guidance: Rs 6,000 crore pre-sales and Rs 3,000 crore collections. Unrecognized revenue from booked sales stands at approximately Rs 11,300 crore. The company has Rs 1 lakh+ crore total pipeline including unlaunched projects. A previous preference share issuance at Rs 341 was cancelled; the company is now considering a QIP instead.

Likely market impact

Positive for shareholders as project completions and merger finalization will unlock significant value. The company expects returns to stakeholders to improve from FY27 onwards, though high legacy interest costs (15%) remain a near-term challenge. Refinancing efforts are underway with new construction funding at 12% from ICICI.