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

Q4 2026 Oberoi Realty Ltd Earnings Call Transcript

May 11, 2026 / 10:30AM GMT
Release Date Price: ₹1634.7 (-4.01%)

Key Points

Positve
  • Oberoi Realty Ltd (BOM:533273) announced business development activities with a potential of 4 million square feet across diverse locations in MMR, including Bandra East and Aram Nagar Versova.
  • The company received approval from NCLT for the acquisition of Horizon Hotel Private Limited, with possession of the property already taken.
  • Sky City Mall achieved over 72% occupancy within its first year of operations, indicating strong demand.
  • Commerz III has reached a robust leasing demand with an occupancy rate of 98%, attracting marquee tenants.
  • The company has a strong launch pipeline for FY27, including multiple projects across various locations, indicating potential for future growth.
Negative
  • The company is facing increased costs due to rising energy, aluminum, glass, and labor expenses, which are starting to impact operations.
  • There is uncertainty in the strategy for the 360 project in Gurgaon, as the company is still assessing market reception.
  • The West Asia conflict is causing stress on material availability and costs, affecting the construction front.
  • There is a slowdown in the Worli luxury market, impacting the sales of high-ticket inventory.
  • The company is experiencing challenges with approvals and timelines for certain projects, such as Adarsh Nagar, which may delay launches.
Operator

Ladies and gentlemen, good day, and welcome to the Oberoi Realty Q4 FY26 earnings conference call. We have Mr. Oberoi, the Chairman and Managing Director of the company; and Mr. Saumil Daru, Director of Finance of the company, with us for the call. Please note that this call will be for 30 minutes (Operator Instructions) The conference call is being recorded. The transcript for the same may be put up on the company website.

(Operator Instructions) Before I hand the conference over to the management, I would like to remind you that certain statements made during the course of this call may not be based on historical information or facts and may be forward-looking statements including those relating to general business statements, plans, strategy of the company, the future financial condition and growth prospect.

The forward-looking statements are based on expectations and projections and may involve a number of risks and uncertainties and other factors that could cause actual results, opportunities and growth potential to differ materially from those suggested by such statements.

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