OBEROIRLTYNSEOberoi Realty Limited· ConstructionHighNeutral
Announced Mon, 21 Jul · 17:54 IST

Oberoi Realty Limited has informed the Exchange regarding financial results for the quarter ended June 30, 2025 in the Board meeting held on July 21, 2025.

Revenue DeclineEbitda Margin CompressionResults View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Oberoi Realty reported Q1 FY26 consolidated revenue from operations of Rs. 987.55 crore, down about 30% from Rs. 1,405.16 crore in Q1 FY25. Consolidated net profit fell to Rs. 421.25 crore from Rs. 584.51 crore year-on-year, with EPS at Rs. 11.59 vs Rs. 16.08. Operating margin compressed to 52.69% from 58.00%, and net profit margin slipped to 39.22% from 40.54%. Standalone performance also weakened, with revenue dropping to Rs. 775.34 crore and net profit to Rs. 308.84 crore. The Board declared an interim dividend of Rs. 2 per share (20% on face value). The company also fully redeemed Series III NCDs worth Rs. 60 crore, and an external investor invested Rs. 1,250 crore in associate I-Ven Realty, reducing Oberoi's stake from 50% to 39.13%.

Likely market impact

Year-on-year revenue and profit declined sharply, though real estate results are inherently lumpy across quarters. The dividend announcement and strong debt-equity ratio of 0.19 (consolidated) provide some support, but margin compression and stake dilution in the associate may weigh on short-term sentiment.