Kolte - Patil Developers Limited — PPTs, 05-02-2026: Investor Presentation

**1. Business Performance:**

Kolte-Patil Developers reported strong Q3 FY26 collections, hitting a record Rs. 709 Cr, and a 9-month high of Rs. 1,855 Cr. Pre-sales for Q3 stood at Rs. 605 Cr, with average price realization improving to Rs. 8,726/Sq. Ft. and operating cash flow rising to Rs. 205 Cr. Pune projects, especially Life Republic, continue to be key revenue drivers.

**2. Growth Drivers or Strategy:**

The company is strategically focused on partnerships, notably with Blackstone (which now holds a 40% stake), to accelerate expansion. KPDL aims for operational excellence through faster sales, approvals, and construction. It is also diversifying its project portfolio across Pune, Mumbai, and Bengaluru, holding a potential of 37.2 Mn. Sq. Ft.

**3. Recent Developments:**

KPDL launched 2.19 Mn. Sq. Ft. in Q3 FY26 and 3.71 Mn. Sq. Ft. in 9M FY26. Recent business development includes acquiring ~7.5 acres in Bhugaon, Pune (estimated GDV Rs. 1,400 Cr), and a joint development agreement for another ~5 acres there (estimated GDV Rs. 850 Cr).

**4. Key Financial Metrics:**

For Q3 FY26, total income was Rs. 281.8 Cr, adjusted EBITDA Rs. 24.7 Cr, and PAT Rs. 4.5 Cr.

**5. Management Commentary / Outlook:**

Management anticipates sustained housing demand due to softer interest rates and pro-growth policies, with mid-premium and luxury segments driving growth. KPDL expects to benefit from the industry's ongoing shift towards organized players, with a focus on enhancing liquidity and project turnover.