Rudrabhishek Enterprises Limited has informed the Exchange about Outcome
REPL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
REPL held an investor call led by CFO Nilesh Jain, COO Prabhakar Kumar, and ED Pranay Kumar. Management shared draft FY27 revenue guidance of 100+ crore (final guidance in 15-20 days) and disclosed an order book of ~250 crore, with 150-200 crore expected from a new real estate vertical and 10-20 crore from defence/REIT. Receivables are being realized, with Smart City collections expected by Q1-FY27, and Q4 write-offs pegged at 3-5% provisioning. A REIT is under process, requiring 20-30 crore initial investment, with target rental yields of 7-8% over 5 years on a 350 crore property. Smart City project is 97-98% complete, while government projects remain safe but slow. EPS improvement is tied to private/promoter-led Delhi NCR projects and the REIT pipeline.
Stock may see mixed reaction: positive on visible order book and FY27 revenue direction, but negative on continued receivables delays, cash flow concerns, evasive stance on promoter capital infusion, and the need to raise external funds for the REIT. Watch for final FY27 guidance in the next 15-20 days.