Oberoi Realty Ltd
Oberoi Realty Ltd 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
FY27-FY28 expected to deliver double-digit growth in sales if launch pipeline executes well. The company anticipates strong momentum in business development with approx.
From Oberoi Realty Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27-FY28 expected to deliver double-digit growth in sales if launch pipeline executes well.
- FY27 launches include key projects like Three Sixty North, Carter Road Oceanic, Forestville Tower D, Jardin Tower A, Ralliwolf Mulund, Adarsh Nagar, Enigma (commercial strata sale), Aurelius on Pedder Road, and potentially RLDA.
- Borivali SRA free sale component launch expected within next three to four quarters.
- Market conditions cautious; Three Sixty West sales slowed in FY26 but expected to pick momentum as competition diminishes.
- Pricing strategy targets high-value and differentiated products to avoid cannibalization among luxury projects.
- New Gurgaon project launch planned in 1Q or festive season with large ticket apartments, aiming for strong sales reception.
- Cost pressures noted but contingencies built in to protect margins, supporting sustainable growth.
- RLDA project’s attractive IRR reinforces positive revenue potential through sale and leasing mix.
Profitability & Margins
See what Oberoi Realty Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Most land parcels do not require upfront cash payments; payments are typically linked to revenue generation or deferred to a later date (e.g., RLDA payments extend until 2038).
- There is no major cash outflow expected for land acquisition in the current projects.
- Ongoing and future capex primarily includes construction and development costs for multiple project launches planned across FY27 and FY28.
- Cost pressures exist due to rising energy, labor, and material costs (including aluminium and glass), with an estimated 2%-3% increase in overall cost base, but contingencies have been planned to mitigate margin impact.
- The company is investing in business development activities totaling close to 4 million square feet of development potential across diverse MMR locations, including Bandra East, Aram Nagar - Versova, and South Bombay redevelopment projects.
- Financing strategies include potentially using strata sales and debt post-asset completion to optimize capital structure and cash flows, especially for large projects like RLDA.
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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 Oberoi Realty Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Oberoi Realty has announced business development activities covering close to 4 million square feet of development potential across various locations in Mumbai Metropolitan Region (MMR).
- This includes 11 acres in Bandra East and about 2 million square feet in Aram Nagar - Versova.
- The company has also entered agreements for redevelopment in South Bombay areas like Pedder Road, Malabar Hill, and Nepean Sea Road.
- Approvals have been received for acquiring Horizon Hotel Private Limited, with possession taken on May 7, 2026.
- The release of higher floor inventory at Elysian Goregaon is witnessing robust booking momentum.
- Sky City Mall has achieved over 72% occupancy within the first year.
- Commerz III has reached 98% occupancy, attracting marquee tenants.
- Planned launches include Three Sixty North, Carter Road Oceanic, Forestville Tower D, Jardin Tower A, Ralliwolf Mulund, Adarsh Nagar, Enigma commercial building, Aurelius on Pedder Road, and a free-sale component in Borivali from an acquired SRA land parcel.
Oberoi Realty Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.8K Cr, net profit ₹703 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Oberoi Realty Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Oberoi Realty Ltd Q4 FY26 results?
FY27-FY28 expected to deliver double-digit growth in sales if launch pipeline executes well. The company anticipates strong momentum in business development with approx.
What is Oberoi Realty Ltd share price analysis?
Oberoi Realty Ltd currently shows a neutral. The stock trades at a P/E of 24.8 with a market cap of ₹65,685 Cr. Investors should review the full earnings analysis for detailed insights.
Is Oberoi Realty Ltd planning capital expenditure?
Most land parcels do not require upfront cash payments; payments are typically linked to revenue generation or deferred to a later date (e.g., RLDA payments extend until 2038).
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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.