ADITYA BIRLA REAL EST LTD

During the Q1 FY27 Earnings Conference Call held on August 14, 2026, management reported that India maintained strong macroeconomic momentum, with a real GDP growth of 7.6% in FY25-26. Despite inflation rising to 4.38% in June 2026, the real estate sector benefited from resilient domestic demand. Management highlighted robust collection performance, with collections reaching Rs. 713 crores, a 31% year-on-year increase. The Birla Taranya project achieved over Rs. 1,000 crores in booking value shortly after receiving RERA approval. Management noted strong demand in high-value housing and commercial real estate, particularly in MMR and Bengaluru. They also announced a new redevelopment project in Vashi, increasing their residential redevelopment portfolio to approximately Rs. 4,300 crores. The successful divestment of Century Pulp and Paper significantly reduced net debt, enhancing financial flexibility for future developments. Management emphasized a commitment to quality and customer trust in their projects.

Management emphasized strong performance and growth opportunities in the real estate sector.