RUSTOMJEEBSEKeystone Realtors LtdMediumNeutral
Announced Mon, 18 May · 15:32 IST

Earning Call Transcript of the Company''s earning conference call which was held on May 12, 2026, with respect to Financial Result of the Company for the quarter and year ended on March 31, 2026

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
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₹403.00
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₹402.90
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AI summary

Keystone Realtors reported strong Q4 FY26 presales of Rs 1,346 crores (58% YoY growth, highest ever quarterly), with full-year presales at Rs 4,022 crores (33% growth). The company is net cash positive with gross debt-to-equity at 0.26:1 and has received AA- stable rating from Crisil. Management announced its commitment to reach Rs 10,000 crores presales by FY30, requiring ~26% CAGR, with FY27 guidance of Rs 5,000 crores presales. The legacy project overhang is largely complete; FY27 will be the last year with legacy contributions (12% of revenue), with FY28 onwards seeing 100% revenue from new projects targeting 35% gross margins and 20% EBITDA margins. FY27 OCF is guided at Rs 1,000 crores.

Likely market impact

The company is transitioning from percentage of completion accounting method which will better reflect operational strength in financials from FY28. Margin improvement is assured as legacy low-margin projects phase out, while the Rs 10,000 crore target by FY30 signals strong growth ambitions backed by robust BD pipeline and cluster redevelopment opportunities.