KALPATARUNSEKalpataru LimitedMediumNeutral
Announced Thu, 14 May · 16:18 IST

Kalpataru Limited has informed the Exchange about Transcript of Earnings call

Order Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

KALPATARU · 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 14 horizons · vs prior close
-4.8%1-day move
₹343.90
prior close
₹348.15
base price
After-mkt
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AI summary

Kalpataru Limited reported its strongest operational performance in FY26 with Q4 pre-sales of INR 1,833 crores (up 6% YoY) and full-year pre-sales of INR 5,280 crores (up 17%). Collections grew robustly at 41% YoY in Q4 to INR 1,487 crores, and FY26 collections reached INR 4,960 crores (up 34%). Revenue nearly tripled in Q4 to INR 1,694 crores, with FY26 revenue at INR 3,436 crores (54% growth). Adjusted EBITDA margin expanded to 30% for FY26. The company has INR 27,000 crores of future inflows from ongoing projects and another INR 30,000 crores from upcoming launches, totaling INR 57,000 crores in future inflows. Management guided for 5.5 million sq ft delivery in FY27 and plans new launches of 5 million sq ft with INR 7,800 crores GDV. The net debt-to-equity ratio stands at 2x as of March 2026.

Likely market impact

Strong execution with record collections and EBITDA margin expansion signals improving cash flows. The INR 57,000 crore future inflow pipeline provides multi-year revenue visibility, while debt optimization efforts (120 bps reduction in cost of debt) support profitability.