Aditya Birla Real Estate Ltd (NSE:ABREL)

Q2 2025 Aditya Birla Real Estate Ltd Earnings Call Transcript

Oct 22, 2024 / 10:30AM GMT

Release Date Price: ₹2737.5 (-9.67%)

Transcript

Key Points

Positve

Aditya Birla Real Estate Ltd (BOM:500040) reported a 32% year-on-year increase in consolidated turnover for Q2 FY25, reaching INR 1,121 crores.
The company's EBITDA grew by 50% year-on-year to INR 99 crores, with an EBITDA margin of 8.8% for the quarter.
The real estate segment showed robust performance with a 500% year-on-year revenue growth to INR 254 crores, driven by successful project deliveries.
Aditya Birla Real Estate Ltd launched three new projects during the quarter and achieved bookings worth INR 1,412 crores.
The company made strategic acquisitions, including a 10-acre land parcel in Worli and a 5-acre parcel in Gurugram, enhancing its development potential.

Negative

The Pulp & Paper segment faced challenges with a 22% year-on-year decrease in EBITDA due to lower net sales realization and rising input costs.
The company experienced delays in project launches due to approval issues, impacting the planned launch pipeline.
There is a subdued demand for writing and printing paper, with increased import competition affecting the segment's profitability.
The company's net profit for continued operations was relatively low at INR 13 crores for the quarter.
Aditya Birla Real Estate Ltd's leverage is a concern, with net debt at INR 3,000 crores and potential to increase further with ongoing acquisitions.

Operator

Ladies and gentlemen, good day, and welcome to the Q2 FY25 earnings conference call of Aditya Birla Real Estate Limited hosted by Batlivala & Karani Securities India Private Limited.

(Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Amit Srivastava from Batlivala & Karani Securities India Private Limited. Thank you, and over to you, sir.

Amit Srivastava

Batlivala & Karani Securities India Pvt - Analyst

Thank you, Namika. Good afternoon, everyone. On behalf of B&K Securities, I welcome you all to the 2Q FY25 earnings conference call of Aditya Birla Real Estate. We have with us from the management, Mr. R. K. Dalmia, Managing Director, Aditya Birla Real Estate Limited; Mr. K.T. Jithendran, MD and CEO, Birla Estate Private Ltd; and Mr. Snehal Shah, CFO.

K. Jithendran

Aditya Birla Real Estate Ltd - Managing Director & Chief Executive Officer - Birla Estates

Amit, even Mr. Ajay Gupta, our CEO for Pulp and Paper is also there.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.