Shriram Properties Limited — PPTs, 12-11-2025: Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation:

**Business Performance:** Shriram Properties' Q2/H1 FY26 operations were satisfactory, though regulatory delays in Bengaluru deferred substantial revenue potential. H1 revenue grew 34% YoY to Rs. 490.5 Cr, with gross margins above 30%. Q2 sales volume jumped 39% QoQ.

**Growth Drivers/Strategy:** A strong H2 is anticipated from robust project launches and completions. Strategy focuses on asset-light expansion and accelerated growth in Pune, aligned with its 'Mission 1-2-3-4' for FY28.

**Recent Developments:** Q2 was impacted by Bengaluru's regulatory transitions affecting approvals, but normalcy is returning. H1 saw strong sales traction from new launches across key cities. Five new projects boosted future GDV.

**Key Financials:** H1 FY26 revenue grew 34% YoY to Rs. 490.5 Cr, with PAT up 75% YoY to Rs. 29.2 Cr. Q2 revenue rose 48% YoY to Rs. 229 Cr. Net Debt/Equity remains healthy at 0.29x.

**Outlook:** Management is confident in achieving full-year targets, projecting a strong revenue and earnings rebound in H2 FY26 from normalized handovers (3,300-3,600 units planned). They target 20%+ sales CAGR over the next three years.