RUSTOMJEENSEKeystone Realtors LimitedMediumNeutral
Announced Mon, 18 May · 15:37 IST

Keystone Realtors Limited has informed the Exchange about Transcript

Analyst Day Multiyear TargetsInvestor Communications View source PDF

RUSTOMJEE · price

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Price reaction · full curve 14 horizons · vs prior close
-2.6%1-day move
₹403.00
prior close
₹402.90
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.1-0.4-0.4-0.2-2.6-2.4-2.0+0.2-0.3-2.6-6.0-3.5+2.2
Up moveDown movePending
AI summary

Keystone Realtors reported FY26 presales of INR4,022 crores (up 33% YoY) with Q4 at INR1,346 crores - highest ever quarterly. Collections stood at INR2,622 crores with OCF of INR715 crores. The company launched 7 projects worth INR9,813 crores GDV (1.4x guidance) and added 5 BD projects worth INR10,400 crores (1.74x guidance). Net cash positive with gross debt-to-equity at 0.26:1 and newly rated AA- stable by Crisil. Management set INR10,000 crores presales target by FY30 (requires ~26% CAGR from current INR4,022 crores) with FY27 guidance of INR5,000 crores. Legacy low-margin project overhang is largely complete - FY27 revenue will be 88% from current higher-margin projects (35% gross, 20% EBITDA). Accounting changed to percentage of completion method from FY25, which will accelerate revenue recognition from FY28 onwards.

Likely market impact

Strong operational performance with clear multi-year growth roadmap to INR10,000 crores by FY30. Legacy project completion and accounting change should improve reported margins going forward. Net cash position and AA- rating provide financial flexibility.