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Aditya Birla Real Estate Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 18 Aug 2026 | Realty | Market Cap: ₹15.9K Cr

The senior living market in India is seen as a huge growth opportunity with increasing demand for luxury independent living among the wealthy aspirational population. The company refrains from giving explicit earnings or EPS guidance due to market uncertainties (Page 17).

From Aditya Birla Real Estate Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

₹1,406

Market Cap

₹15.9K Cr

How does Aditya Birla Real Estate Ltd rank in Realty?

Compare Aditya Birla Real Estate Ltd against every Realty company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 3Margin: Rank 3
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Aditya Birla Real Estate Ltd — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹83 Cr, net profit ₹5 Cr.

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📊 Revenue & Sales Performance

Rank 3
- The senior living market in India is seen as a huge growth opportunity with increasing demand for luxury independent living among the wealthy aspirational population. Revenue potential is expected to be "very healthy and very strong" though still early to predict exact numbers. (Page 17-18) - New launches for FY '27 have a GDV broadly similar to FY '26 (around INR 8,000 crores), with presales expected to be similar or slightly lower than FY '26 due to product mix and absorption rates. (Page 17) - The company targets improving business development (BD) to increase project pipelines but acknowledges some slippage in reaching earlier ambitious sales booking targets, possibly pushing INR 15,000 crores target from FY '28 to FY '29. (Page 12) - Sustenance sales expected to remain strong but no specific guidance given for FY '27 due to market uncertainties. (Page 4) - Commercial projects in Worli and redevelopment in Khar are planned, expected to start construction this year, adding to growth potential. (Page 12-13) Overall, cautious optimism with emphasis on sustainable, quality growth rather than aggressive scale.

See what Aditya Birla Real Estate Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

Yes
  • →Planned construction spend (pure construction capex) for FY '27 is around INR 1,200 crores, up from INR 924 crores last year.
  • →Project development cost in FY '26 included INR 3,131 crores combining construction, overheads, approval costs, design costs, and deposits.
  • →Strong cash and mutual fund balance (INR ~1,000 crores in mutual funds and INR ~1,300 crores in cash/RERA balances) support capex for land acquisition.
  • →Adequate cash flow and partnerships with global players position the company well to fund large acquisitions.
  • →Business development pipeline of INR 60,000 crores is actively pursued, with potential capital deployment depending on due diligence outcomes.
  • →Redevelopment project in Khar expected to launch in Q4 FY '27, starting demolition and preparations underway.
  • →Commencement of commercial projects (Worli, Centurion Phase 2, Century Bhavan redevelopment) targeted within the year, contingent on partnership and design finalization.

See what Aditya Birla Real Estate Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

Yes
  • →The company has a Business Development (BD) pipeline of approximately INR 60,000 crores of projects currently being pursued.
  • →Out of this, about INR 35,000 crores pertains to the Mumbai Metropolitan Region (MMR).
  • →The existing land bank corresponds to a Gross Development Value (GDV) of around INR 70,000 - 72,000 crores.
  • →Of this land bank, approximately INR 31,700 crores have been launched.
  • →About 70-75% of the launched inventory has been sold.
  • →There are ongoing BD efforts to convert parts of the INR 60,000 crores pipeline into active projects, but exact conversion percentages or timelines are not disclosed due to the due diligence process and confidentiality.
  • →The management aims to steadily increase BD to reach an annual sales target of about INR 15,000 crores by FY 2028 or possibly FY 2029, depending on BD timing and approvals.

Key Metrics

2 of 5 growth signals positive in the Q4 FY26 call.

Revenue

Rank 3

Margin

Rank 3

Capex

Yes

Fundraise

No information

Order Book

Yes

How does Aditya Birla Real Estate Ltd rank vs peers in Realty?

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1Aditya Birla Real Estate Ltd
Rev 3Mar 3

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What Aditya Birla Real Estate Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Aditya Birla Real Estate Ltd Q4 FY26 results?

The senior living market in India is seen as a huge growth opportunity with increasing demand for luxury independent living among the wealthy aspirational population. The company refrains from giving explicit earnings or EPS guidance due to market uncertainties (Page 17).

What is Aditya Birla Real Estate Ltd share price analysis?

Aditya Birla Real Estate Ltd currently shows a below-average growth signal. The stock trades at a P/E of N/A with a market cap of ₹15,874 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aditya Birla Real Estate Ltd planning capital expenditure?

Planned construction spend (pure construction capex) for FY '27 is around INR 1,200 crores, up from INR 924 crores last year.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.