Brigade Enterprises Ltd (BOM:532929)

Q1 2026 Brigade Enterprises Ltd Earnings Call Transcript

Aug 14, 2025 / 09:00 AM GMT

Release Date Price: ₹702.6 (-2.89%)

Transcript

Key Points

Positve

Brigade Enterprises Ltd (BOM:532929) reported a strong start to the financial year with all four verticals delivering healthy performance.
The real estate portfolio achieved pre-sales of INR 1,118 crore in Q1 FY26, marking a 3% growth compared to Q1 FY25.
Leasing revenues grew by 15% year-over-year, with a stable occupancy rate of 92% across the portfolio.
The hospitality segment achieved a revenue increase of 19% year-over-year, with portfolio occupancies at 75%.
The company successfully launched its second IPO for Brigade Hotel Ventures, marking a significant milestone as the first real estate developer in India to achieve this.

Negative

There was a significant increase in employee and administrative expenses, as well as marketing expenses, which doubled year-over-year.
The company faces challenges in launching new projects due to dependency on approvals, which could impact the timing of sales.
Despite a strong start, the company remains cautious about entering new cities beyond South India, potentially limiting growth opportunities.
The residential demand is seeing a slower conversion rate due to higher ticket sizes, which could impact sales velocity.
The company has a significant balance of land cost payments, with INR 880 crore to be paid over the next 18 months, which could strain cash flows.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRIG.NS - Brigade Enterprises Ltd
Q1 2026 Brigade Enterprises Ltd Earnings Call
Aug 14, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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And welcome to the Brigade Enterprises Limited Q1 F 526 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. MR J. Shankar, executive Chairman Brigade Enterprises Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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