Sobha Limited — Investor Meet, 09-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SOBHA Limited reported record FY'26 real estate sales of INR8,136 crores, an all-time high with average price realization up 9.4%. The company achieved a net cash position of INR800 crores. Management projects 30% sales growth in FY'27, expecting significant P&L improvement and EBITDA margin expansion to 24-26% from completing projects. Key FY'27 launches include ~10 million sq ft, notably Hoskote (INR7,000 Cr GDV) and Gurgaon's SOBHA Crescent, which is 50% sold for INR1,100 Cr. Sustained demand is noted across markets, particularly for projects under INR3 crores. The company's view is confident, highlighting a strong foundation and robust pipeline for continued growth.