India · Delayed Price · Currency is INR Godrej Properties Earnings Call Transcripts
Fiscal Year 2026
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Record FY 2026 with all-time highs in bookings, collections, and earnings, driven by strong launches and geographic diversification. FY 2027 targets 20% growth in bookings and collections, with robust launch pipeline and focus on 20% ROE by FY 2028.
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Bookings and collections reached record highs with strong YoY growth, diversified sales across major markets, and robust business development. Guidance for FY26 is on track to be exceeded, with a healthy launch pipeline and strong balance sheet supporting continued growth.
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Record Q2 and H1 profits, robust sales growth, and strong business development position the company to exceed FY 2026 guidance. Execution is accelerating, with a heavy Q4 OC calendar expected to boost collections and profitability, while market demand remains resilient.
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Net profit rose 50% year-on-year to INR 600 crore, with strong bookings and collections despite an 18% booking value decline. Execution, business development, and launch pipeline remain robust, supporting confidence in meeting FY26 targets.
Fiscal Year 2025
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Record FY25 with highest-ever bookings, collections, and operating cash flows, driven by strong project launches and robust demand across key markets. FY26 guidance targets 20% growth in bookings and continued margin strength, supported by a healthy launch pipeline and strong balance sheet.
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Record booking value and profits achieved, with strong growth in Mumbai and Bangalore. Confident of meeting FY25 guidance, supported by robust launches and improved debt metrics. Premium and luxury segments remain strong, with no major demand concerns.
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Achieved record H1 bookings, collections, and profits, with strong growth across key markets and robust project pipeline for H2. Disciplined land acquisition and capital allocation support continued expansion, while demand and pricing remain strong in core cities.
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Q1 FY25 saw record net profit, bookings, and cash flow, with strong launches in key markets and robust business development. Margins and collections are expected to remain strong, with a positive outlook for the year despite some regulatory risks and project delays.