Q4 2025 Aditya Birla Real Estate Ltd Earnings Call Transcript
Key Points
- Aditya Birla Real Estate Ltd (BOM:500040) reported stellar sales performance with booking value doubling year-on-year to INR 5,738 crores in Q4 FY '25.
- The company successfully launched three new projects and two new phases across NCR, Bengaluru, and Pune, contributing to strong sales momentum.
- The divestment of the Pulp and Paper business is expected to sharpen the company's focus on real estate and improve the balance sheet.
- Aditya Birla Real Estate Ltd (BOM:500040) has raised USD 33 million through a joint venture with Mitsubishi Estate Company, indicating strong investor confidence.
- The company aims to achieve over INR 15,000 crores in annual presales in the next few years, highlighting its growth ambitions.
- The Bangalore project received a slightly lower response compared to the Gurgaon project, indicating market variability.
- The Mathura Road project is still stuck in the approval stage, causing delays in its progress.
- The Noida Sector 150 project faces uncertainties due to regulatory complications, with the agreement nearing expiration.
- The company anticipates limited EBITDA growth in FY '26 due to the absence of major project handovers.
- There is a potential risk of some project launches being delayed due to approval processes, which could impact the launch guidance.
Ladies and gentlemen, good day, and welcome to the Earnings Conference Call of Aditya Birla Real Estate hosted by Emkay Global Financial Services Limited. [Operator Instructions] Please note that this conference is being recorded. I now hand the conference over to Mr. Harsh Pathak from Emkay Global Financial Services Limited. Thank you, and over to you, sir.
Thank you, Henrik. Good morning, everyone. On behalf of Emkay Global Financial Services, I welcome you all to the Q4 and Full Year FY '25 Earnings Conference Call of Aditya Birla Real Estate. I would like to welcome the management and thank them for this opportunity. We have with us today Mr. R. K. Dalmia, Managing Director; Mr. K. T. Jithendran, Managing Director and Chief Executive Officer, Birla Estates; and Mr. Snehal Shah, Chief Financial Officer. I shall now hand over the call to the management for the opening remarks. Over to you, gentlemen.
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