KOLTEPATILNSEKolte - Patil Developers Limited· ConstructionMediumNeutral
Announced Fri, 22 May · 19:08 IST

Kolte - Patil Developers Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

KOLTEPATIL · 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
-1.3%1-day move
₹391.25
prior close
₹368.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.7+1.0+1.7+1.8-1.3-2.8-6.2-7.3-6.0-7.2-4.5-5.7-0.8
Up moveDown movePending
AI summary

Kolte-Patil Developers reported FY26 pre-sales of Rs.2,605 Cr (down 7% YoY from Rs.2,791 Cr in FY25), though collections hit an all-time high of Rs.2,689 Cr (up 11% YoY). The company achieved its highest-ever quarterly collections in Q4 at Rs.834 Cr. Average price realization improved 7% to Rs.8,314/Sq.Ft. However, profitability declined sharply with Adj. EBITDA at Rs.14.7 Cr (1.8% margin) and a net loss of Rs.38.7 Cr for FY26. The company launched 4.6 Mn. Sq.Ft. of new projects and acquired/developments with ~Rs.2,250 Cr GDV during the year. Blackstone completed a phased equity investment in Q2 and now holds a 40% stake in the company. The project portfolio stands at ~37 Mn. Sq.Ft. with top-line potential of ~Rs.29,300 Cr.

Likely market impact

The stock may face pressure due to the sharp decline in profitability (EBITDA margin at 1.8%) despite strong cash collections. The Blackstone strategic partnership provides credibility, but investors should monitor if margin recovery happens in FY27 given the higher price realization achieved in Q4.