Aditya Birla Real Estate Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aditya Birla Real Estate posted strong Q2FY26 bookings of INR890 Cr, a 111% increase from the previous quarter, with 80% of launched area sold. Key projects like Birla Niyaara (Mumbai) and Birla Evara (Bengaluru) drove significant sales. Although H1 operating cash flow saw a temporary mismatch, INR2,000 Cr in cumulative collections are expected by December. The company plans a robust H2FY26 launch pipeline with an estimated GDV of INR13,900 Cr, including projects in Pune, Thane, and Gurugram, aiming to exceed last year's sales. Management expresses confidence in scaling operations and achieving INR10,000-INR15,000 Cr in strategic business development by year-end, emphasizing sustainability and customer-centric design.