Godrej Properties Ltd
Godrej Properties Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company aims for consistent 20% year-on-year growth in residential bookings, targeting over INR39,000 crores in FY27, a 20% increase over FY26 guidance. Godrej Properties aims for 20% annual growth in residential bookings and collections in FY27, building on a 16% bookings growth and 17% collections growth in FY26.
From Godrej Properties Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company aims for consistent 20% year-on-year growth in residential bookings, targeting over INR39,000 crores in FY27, a 20% increase over FY26 guidance.
- Business development (BD) grew 59% last year, suggesting a stronger launch pipeline and 35% higher existing inventory available for sale, supporting robust sales growth.
- Sales growth is expected to be driven roughly equally by volume and value increases, with volumes having compounded at 20% annually over the past five years and sales nearly 40%.
- Regional diversification with strong markets like Mumbai, Bangalore, Pune, Hyderabad, Ahmedabad, Calcutta, and NCR is expected to support growth, with NCR seeing a rebound post delays.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Godrej Properties Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has significant upcoming launches and capital investments planned, including:
- Launches in key projects such as Worli, Bandra, Ashok Vihar, and new significant land parcels in Vikhroli and Thane.
- Multiple phase activations and new launches across various cities including Kharghar, Panvel, Kukatpally, Kada Agrahara, Bannerghatta, Coimbatore, Hyderabad, Pune (Mundhwa, Nagpur, Upper Kharadi, Mahalunge), Calcutta, Raipur, and Ahmedabad.
- Business development investments remain high but are expected to stabilize, with internal targets slightly more stretched.
- Land and related capex payments pending for signed deals in FY26 stand at approximately INR1,500 crores.
- Construction costs are growing consistently with double-digit increases anticipated, though not as large as recent rises.
2 more points management made on capital expenditure plans
Top-ranked in Realty
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Godrej Properties Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company provides a launch guidance of INR 480 billion for the upcoming financial year.
- Business development last year grew by 59%, implying a stronger launch pipeline this year.
- Existing inventory available for sale is 35% higher than last year.
- Important launches expected in NCR, including projects in Gurgaon like Sora, Miraya, Ashok Vihar, and Greater Noida's Godrej Golf Links.
- Launch calendar is action-packed, with strong launches skewed especially towards H1.
- Sustenance sales contribute about 40% of total sales, with ongoing campaigns to maintain momentum.
2 more points management made on order book & pipeline
Godrej Properties Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹3.5K Cr, net profit ₹645 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Godrej Propert.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
Others in Realty this season
- TARC Ltd (Q4 FY26)
Q4 FY2026 Revenue:** ₹300.02 crore, sharply up from ₹13.89 crore in Q4 FY2025 (over 20x YoY growth). Key concall takeaways from TARC Ltd's Q4 FY26 earnings…
- Kolte Patil Developers Ltd (Q4 FY26)
714 Cr (vs Rs. Key concall takeaways from Kolte Patil Developers Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
- B-Right RealEstate Ltd (Q4 FY26)
Revenue for FY 2025-26 reported at ₹169.9 crore, a 62% year-on-year growth (Page 3, 5, 12). Key concall takeaways from B-Right RealEstate Ltd's Q4 FY26…
- Arihant Foundations & Housing Ltd (Q4 FY26)
Q4FY26 revenue: ₹157.53 Cr . Key concall takeaways from Arihant Foundations & Housing Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
Frequently Asked Questions
What were Godrej Properties Ltd Q4 FY26 results?
The company aims for consistent 20% year-on-year growth in residential bookings, targeting over INR39,000 crores in FY27, a 20% increase over FY26 guidance. Godrej Properties aims for 20% annual growth in residential bookings and collections in FY27, building on a 16% bookings growth and 17% collections growth in FY26.
What is Godrej Properties Ltd share price analysis?
Godrej Properties Ltd currently shows a neutral. The stock trades at a P/E of 39.1 with a market cap of ₹63,227 Cr. Investors should review the full earnings analysis for detailed insights.
Is Godrej Properties Ltd planning capital expenditure?
The company has significant upcoming launches and capital investments planned, including: - Launches in key projects such as Worli, Bandra, Ashok Vihar, and new significant land parcels in Vikhroli and Thane.
Keep Godrej Properties Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.