Knowledge Realty Trust
Knowledge Realty Trust Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY26 revenue grew 16% YoY to approx. Revenue grew 16% YoY to INR 4,577 crores in FY26; NOI grew 18% YoY to INR 4,048 crores, indicating strong operating earnings growth.
From Knowledge Realty Trust's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY26 revenue grew 16% YoY to approx. INR 4,577 crores, with NOI up 18% YoY to INR 4,048 crores, showing strong growth trajectory.
- Distributions for FY26 exceeded IPO projections, reflecting strong operating performance and disciplined cost control.
- Mumbai is the core growth engine, with approx. 3.2 million sq ft lease expiries over next 2 years, offering ~INR150 crores future rent potential, 77% from Mumbai.
- Occupancy in Mumbai increased by 500 bps in FY26 to ~90%, targeted to reach 92-93% soon.
- 1.5 million sq ft average office space expires annually, with 44% already tied up for FY27, predominantly in Mumbai with high mark-to-market (MTM) rental upside.
- Active organic growth through lease renewals, pre-leasing of upcoming assets (e.g., Endeavour with 250,000 sq ft), and ongoing construction pipeline (9.2 million sq ft).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Knowledge Realty Trust said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- New construction of a 1.4 million square foot block at Sattva Global City in Bangalore, commenced recently.
- Existing under-construction portfolio includes 1.2 million square feet expected to be onboarded by Q2 FY26-27.
- Planned phased and BTS (Build-to-Suit) development of 1.4 million square feet within Sattva Global City, to start construction within this fiscal year.
- Ongoing repositioning and capex works at Sattva Global City to improve occupancy, including SEZ demarcation and discussions for educational institutions and BTS opportunities.
- Active evaluation of value-accretive third-party acquisitions across markets, with focus on strategic fit, right city/submarket, and building quality.
2 more points management made on capital expenditure plans
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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 Knowledge Realty Trust said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Knowledge Realty Trust has an organized RFP of roughly 1.5 million square feet between a pharmaceutical company and a banking company available in Mumbai.
- They are in active discussions for pre-leasing about 250,000 square feet out of 1.2 million square feet in the Endeavour asset.
- The Trust emphasizes attracting larger anchor tenants rather than breaking leases into smaller denominations.
- Mumbai is their core growth engine with about 3.2 million square feet of leases expiring over the next two years, averaging 1.5 million square feet per year.
2 more points management made on order book & pipeline
Knowledge Realty Trust — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.2K Cr, net profit ₹107 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Knowledge Realty Trust's management said in earlier quarters
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Frequently Asked Questions
What were Knowledge Realty Trust Q4 FY26 results?
FY26 revenue grew 16% YoY to approx. Revenue grew 16% YoY to INR 4,577 crores in FY26; NOI grew 18% YoY to INR 4,048 crores, indicating strong operating earnings growth.
What is Knowledge Realty Trust share price analysis?
Knowledge Realty Trust currently shows a neutral. The stock trades at a P/E of 82.0 with a market cap of ₹51,430 Cr. Investors should review the full earnings analysis for detailed insights.
Is Knowledge Realty Trust planning capital expenditure?
New construction of a 1.4 million square foot block at Sattva Global City in Bangalore, commenced recently. - Existing under-construction portfolio includes 1.2 million square feet expected to be onboarded by Q2 FY26-27. - Planned phased and BTS (Build-to-Suit) development of 1.4 million square feet within Sattva Global City, to start construction within this fiscal year. - Ongoing repositioning and capex works at Sattva Global City to improve occupancy, including SEZ demarcation and discussions for educational institutions and BTS opportunities. - Active evaluation of value-accretive third-party acquisitions across markets, with focus on strategic fit, right city/submarket, and building quality. - Strategic discipline maintained in acquisitions, with no acquisition made recently to ensure price and portfolio fit. - Organic growth drivers leveraged, including 25% mark-to-market potential and ROFO pipeline of approximately 6.7 million square feet. (Approx.
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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.