OBEROIRLTYNSEOberoi Realty Limited· ConstructionHighNeutral
Announced Mon, 21 Jul · 17:44 IST

Oberoi Realty Limited has submitted to the Exchange, the financial results for the quarter ended June 30, 2025.

Revenue DeclineEbitda Margin CompressionResults View source PDF

OBEROIRLTY · 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

Awaiting price reaction for this filing.

AI summary

Oberoi Realty reported Q1 FY26 consolidated revenue from operations of Rs 98,755 lakh, down about 30% YoY from Rs 1,40,516 lakh in Q1 FY25, as the real estate segment (Rs 94,491 lakh) saw lower project deliveries. Net profit fell roughly 28% YoY to Rs 42,125 lakh, with EPS at Rs 11.59 vs Rs 16.08 a year ago. Operating margin contracted to 52.69% from 58.00%, and net margin slipped to 39.22% from 40.54%. The board declared an interim dividend of Rs 2 per share (20% of face value). The company fully redeemed Rs 6,000 lakh of Series III NCDs, and consummated the I-Ven Realty deal with an external investor picking up 21.74% stake for Rs 1,25,000 lakh, reducing Oberoi's holding to 39.13%.

Likely market impact

Sharp YoY decline in revenue and profit reflects the lumpiness of real estate handovers, which may weigh on the stock in the short term. However, the interim dividend, low leverage (debt/equity at 0.19), and fresh equity inflow from the I-Ven transaction strengthen the long-term investment narrative.