Oberoi Realty Ltd (NSE:OBEROIRLTY)
₹ 1,846 +46.1 (+2.56%) Market Cap: 671.57 Bil Enterprise Value: 672.56 Bil PE Ratio: 25.56 PB Ratio: 3.75 GF Score: 96/100

Q3 2025 Oberoi Realty Ltd Earnings Call Transcript

Jan 20, 2025 / 10:59 AM GMT
Release Date Price: ₹2002.9 (+0.70%)

Key Points

Positve
  • Oberoi Realty Ltd (BOM:533273) reported a healthy quarter driven by strong performance in their integrated development at Garden City Thane.
  • The company achieved over 95% occupancy in their commercial assets, indicating strong leasing interest.
  • Oberoi Realty Ltd (BOM:533273) has entered into a joint development agreement for a significant land parcel, enhancing future growth prospects.
  • The company has been appointed as developers by SRA for a project with a free sale potential of about 3.2 lakh square feet.
  • Oberoi Realty Ltd (BOM:533273) has a strong cash flow visibility with ready inventory and expected rental income from malls and commercial offices.
Negative
  • There was a disappointment in sales for the quarter, particularly with the 360 West project, which did not meet high expectations.
  • The company experienced a relatively soft quarter in terms of pre-sales, attributed to strategic pricing adjustments and market absorption time.
  • Operating cash flow was softer this quarter due to advances for acquisitions and land payments impacting cash flow.
  • There is a delay in major project launches, with the current year relying heavily on sustenance sales rather than new launches.
  • Concerns were raised about the competitive intensity in the Mumbai market and the potential impact on business development.


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

OEBO.NS - Oberoi Realty Ltd
Q3 2025 Oberoi Realty Ltd Earnings Call
Jan 20, 2025 / NTS GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Oberoi Realty Q3 F 525 earnings conference call. We have Mr Aroi, the Chairman and managing director of the company and Mr Soil, the Director of Finance of the company with us for the call. Please note that this conference call will be for 30 minutes and for the duration of this conference call, all participant lines will be in the listen-only mode and this conference call is being recorded and the transcript for the same may be put up on the website of the company. After the management discussion, there will be an opportunity for you to ask questions. Should anyone need assistance with the conference call? You may signal the operator by passing star then zero on your touchtone telephone. Before
Already have an account? Log in
Get the full story
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