| Revenue growth | 47.6% YoY to ₹13.30 Bn. |
|---|---|
| Margins | EBITDA margin improved to 9.7% from 8.1% YoY. |
| Order book | ₹205.53 Bn revenue to be recognized from sold units. |
| Demand visibility | Strong, backed by response to OneWorld and Sacred Grove. |
| Management confidence | High; citing best-ever quarterly sales and strong launch performance. |
Growth
RE sales area reached 2.34 Mn sft (+63% YoY). PAT surged 264.3% YoY to ₹0.51 Bn.
Outlook
Projected marginal cashflow of ₹194.81 Bn; 20.77 Mn sft of forthcoming launches planned over 6-8 quarters.
Risks
Net cashflow was negative (₹1.49 Bn) due to increased land investments of ₹3.70 Bn.
Last quarter's promises, checked
Delivered
- Launch Sobha Magnus in Q3 → Launched Oct 2025 (= BEAT)
- Collection growth → Record ₹20.46 Bn quarterly collection (= BEAT)
- Interest rate reduction → Rates down 60 bps in Q2 (= BEAT)
Partly delivered
- Annual sales guidance ₹85 Bn → H1 at ₹39.81 Bn (= PARTIAL)
- EBITDA margins 30-35% → Q2 reported 10.7% (= PARTIAL)
Missed
- Launch 8-9 Mn sft in FY26 → Only 6.89 Mn sft in H1 (= MISS)
Earnings Call filed with BSE, NSE: SOBHA. Summary written with AI assistance from the document.
Sobha Ltd: key numbers
- Share price
- ₹1,198.90
- Market cap
- ₹12,821 Cr
- Revenue (annual)
- ₹5,190 Cr
- Net profit (annual)
- ₹193.4 Cr
- P/E (TTM)
- 55.6×Sector 34.9×
- Promoter holding
- 52.88%+0.00% QoQ
- FII holding
- 6.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sobha Ltd
All →Sobha Promoter Buying: ₹0.43 Cr
Sobha promoter Ravi P N C Menon bought 3,500 shares on NSE for ₹0.43 Crore on 18-Sep-2026. Post-trade holding remains at 3.36%.
- Value
- ₹0.43 Cr
Sobha Earnings Call Transcript: Key Takeaways
Sobha delivered record sales in Q1FY27, driven by strong Bangalore and NCR launches. However, low reported EBITDA margins and high land investment outflows indicate execution and cash cycle pressures.
- Call
- Guides 30% growth
Sobha Results Update
Sobha Limited reported strong Q1 FY27 results, achieving record quarterly sales of ₹3,656 Crore (Rs 36.56 bn) and significant growth in revenue and profit.
- Value
- ₹3,656 Cr
Sobha Other Announcement
Sobha Limited filed its Monitoring Agency Report for the Rights Issue for the quarter ended June 30, 2026. The report confirms no material deviation in fund utilization.
Sobha Board Meeting Outcome
Sobha Limited's board approved unaudited financial results for the June 2026 quarter and authorized the issuance of Non-convertible Debentures worth ₹1,000 Crore on a private placement basis.
- Value
- ₹1,000 Cr
Sobha Annual General Meeting
Sobha Limited held its 31st Annual General Meeting on July 18, 2026, via video conferencing. Key agenda items included dividend declaration and various director re-appointments.