Godrej Properties Limited — Investor Meet, 05-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Godrej Properties posted record FY25 with a 31% YoY rise in booking value at Rs. 29,444 Cr and 29% volume growth. Q4 bookings jumped 87% QoQ to Rs. 10,163 Cr, driven by 12 new launches across five cities. Collections grew 49% to Rs. 17,047 Cr, supporting a 73% rise in operating cash flow to Rs. 7,484 Cr. Total income rose 57% to Rs. 6,848 Cr, with net profit nearly doubling to Rs. 1,400 Cr. Management targets 20% bookings growth in FY26 (~Rs. 32,500 Cr) backed by Rs. 40,000 Cr launches, steady EBIT margins (~26%), and aims to grow market share toward double digits. Business development remains selective with a focus on 14-15% PAT margin projects and controlled CAPEX growth. Confident in sustaining growth through execution, strong launches, and a healthy balance sheet.