SOBHANSESobha Limited· ConstructionMediumNeutral
Announced Mon, 4 May · 18:11 IST

Sobha Limited has informed the exchange about the Investor Presentation Q4 FY 2025-26.

Order Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Guided Margin ImprovementInvestor Communications View source PDF

SOBHA · price

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Price reaction · full curve 14 horizons · vs prior close
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₹1442.10
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₹1498.00
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AI summary

Sobha Limited reported record Q4 and FY26 performance with total sales value of ₹81.36 billion, up 30% YoY, driven by strong demand in Bangalore (55% contribution) and NCR (30%). Total revenue grew 29% to ₹53.84 billion, while PAT more than doubled to ₹1.93 billion. The company achieved a net cash position (net debt negative ₹8 billion) with cash balance of ₹18.02 billion against gross debt of just ₹10.02 billion. EBITDA margin stood at 9.3% for FY26. Credit rating was upgraded to AA- Positive by Ind-RA. The company launched 6.04 million sft across 9 projects in Q4 and has FY27 inventory visibility of ₹170.30 billion with project-level EBITDA margin guidance of 30%+.

Likely market impact

Strong execution with record sales and transition to net cash position signals financial stability. The 30%+ EBITDA margin guidance for FY27 projects indicates management confidence in margin improvement. Shareholders can expect sustained growth backed by ₹441.95 billion total inventory visibility and 409 acres of land bank.