Godrej Properties Ltd (BOM:533150)

Q2 2026 Godrej Properties Ltd Earnings Call Transcript

Nov 6, 2025 / 11:30 AM GMT

Release Date Price: ₹2194.25 (-4.28%)

Transcript

Key Points

Positve

Godrej Properties Ltd (BOM:533150) achieved its highest second quarter and half-year net profit, with a growth of 21% and 18% year-on-year, respectively.
The company reported a 64% year-on-year increase in booking value for the quarter, marking the ninth consecutive quarter of INR5,000 crore sales and the third consecutive quarter of over INR7,000 crore sales.
Godrej Properties Ltd (BOM:533150) has achieved 48% of its annual guidance for booking value and is on track to exceed its guidance of INR32,500 crore for the full financial year.
The company was recognized as the global sector leader in real estate by the Global Real Estate Sustainability Benchmark and ranked number one globally in the real estate and management sector on S&P Global's Dow Jones Sustainability Index.
The company added four new projects with an estimated saleable area of 5.8 million square feet and an expected booking value of just under INR5,000 crore in the second quarter, achieving about 81% of its annual guidance.

Negative

Gross margins appear weak due to the nature of joint venture projects and the timing of occupation certificates, affecting the reported financials.
Collections in the second quarter grew only 2% year-on-year, and the company expects a skew towards the fourth quarter for collections and cash flow.
There is a timing mismatch in construction-related cash flows, with significant outflows not fully reflected in inventory changes.
Interest outflows increased in the second quarter due to annual interest payments on non-convertible debentures.
The company faces challenges in execution, with external factors like the National Green Tribunal affecting construction timelines, particularly in the NCR region.

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

GODR.NS - Godrej Properties Ltd
Q2 2026 Godrej Properties Ltd Earnings Call
Nov 06, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Goodrich Properties Q2 5 2026 conference call. As a reminder, all participant line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Shiti Jan.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thank

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