Aditya Birla Real Estate Limited — PPTs, 22-01-2025: Investor Presentation

Booking value for Aditya Birla Real Estate's Q3 FY25 surged 257% YoY, supported by strong demand for spacious homes. Collections also showed impressive growth, increasing by 175% YoY. The company has acquired a 70-acre land parcel in Boisar for a new plotted development, signaling its commitment to diversifying its portfolio. Consolidated turnover rose 18% YoY for the first nine months of FY25, underscoring a solid operational performance.

In the pulp and paper segment, production and sales volumes fell, leading to a significant drop in EBITDA, which decreased by 79% YoY due to price corrections and rising input costs. To counteract these challenges, the company is experimenting with cost-reduction measures, including increased use of bamboo in their operations. Looking ahead, the company aims to leverage growth from infrastructure investments and consumer preferences, with a positive outlook for the real estate segment while closely monitoring the challenges in pulp and paper.