Aditya Birla Real Estate Limited — Investor Meet, 30-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aditya Birla Real Estate saw Q1 FY26 booking value surge 61% YoY to Rs. 423 Cr, with area sold up 327% to 0.3 msf. Collections grew 12% to Rs. 545 Cr. While Q1 lacked new launches, the focus was on existing portfolio sales and construction. The company expects robust launches in Q3/Q4 FY26 with an estimated GDV of over Rs. 13,900 Cr. A strategic $50 million investment from IFC for Pune and Thane projects strengthens the balance sheet and ESG profile. Management reiterated confidence in India's real estate demand, targeting Rs. 15,000 Cr annual sales within three years. They are actively pursuing redevelopment opportunities in Mumbai and adding new projects in key cities, expecting strong cash flows.