MARATHONNSEMarathon Nextgen Realty LimitedMediumNeutral
Announced Sun, 31 May · 19:20 IST

Marathon Nextgen Realty Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

MARATHON · 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
-6.5%1-day move
₹460.20
prior close
₹461.70
base price
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+0.7+0.5+0.2-1.2-6.5-9.2-9.0-11.7-12.4-14.4-12.2-9.0
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AI summary

Marathon Nextgen Realty Limited released its Q4 and FY26 investor presentation reporting the highest-ever PAT of ₹206 crore (~32% margin) and EBITDA of ₹261 crore (~41% margin) on total income of ₹639 crore. The company raised ₹900 crore via QIP, deploying ₹340 crore for debt repayment, and achieved a net cash positive balance sheet for the first time in its history. Key acquisitions included a controlling stake in 3 real estate entities (~₹70 crore, adding ~₹840 crore GDV) and 90% stake in Sunset Spaces Pvt Ltd (~₹8.1 crore). The proposed scheme of amalgamation received 'No Adverse Observations' from both BSE and NSE. Pre-sales at Marathon Futurex grew 15% YoY to ₹466 crore. The post-merger portfolio spans 418 acres with 4.2 crore sq.ft. of developable area across Bhandup, Panvel, and Dombivali. For FY26, collections stood at ₹781 crore (existing portfolio) and bookings at ₹576 crore.

Likely market impact

Strong financial results, net cash balance sheet, and strategic acquisitions position Marathon for accelerated growth. The amalgamation and land bank consolidation (418 acres) provide a multi-year development pipeline, likely supporting the stock's re-rating as a larger, more integrated listed platform.