Eldeco Housing and Industries Limited (523329) Earnings Call Transcripts

Eldeco Housing and Industries Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Eldeco Housing and Industries Limited reported a significant increase in booking value, reaching INR 382.7 crores, contributing to a total FY '26 booking value of INR 744 crores, up 120% year-on-year. The company achieved total income of INR 175.7 crores, with a profit after tax of INR 24.3 crores. Management highlighted a robust growth pipeline with the addition of INR 2,000 crores in gross development value (GDV) through new land acquisitions, signaling strong future revenue potential. However, management projected a conservative revenue recognition of INR 130-150 crores from the Imperia Phase 2 project in FY '27, which may temper short-term expectations despite the strong overall performance.

Reported metrics

Guidance from management

Management maintained a conservative outlook for FY '27, projecting revenue recognition from Imperia Phase 2 to be between INR 130-150 crores, reflecting a cautious approach to future revenue expectations.

What management said

But just to clarify, Ashish, the bookings which have happened are not only plotted. There are lower-margin product there also, which is villas. Villas is also part of that INR 380-odd crores that we booked.

Including villas. Not including villas. I think you should please take it at about 35% to 40%, including villas. 50% to 60% is the plotted component, but the weighted average will be 35%, 40%.

What analysts pressed on

Analysts expressed concerns over the conservative revenue guidance for Imperia Phase 2, questioning the timing of revenue recognition and the impact of one-time expenses on profitability. There were also inquiries about the sustainability of demand in light of potential interest rate fluctuations.

Main topics on the call

• Record Booking Value — Eldeco reported a booking value of INR 382.7 crores in Q4 FY '26, contributing to a total of INR 744 crores for the fiscal year, which is a 120% increase year-on-year. Management stated, "This provides us with a strong a...
• New Land Acquisitions — The company added nearly INR 2,000 crores of GDV through three prime land parcels, enhancing its growth pipeline. This was described as a "meaningful expansion" that supports medium-term visibility.
• Conservative Revenue Guidance — Management projected that revenue recognition from the Imperia Phase 2 project would be between INR 130-150 crores in FY '27, which is lower than some analysts expected. Pankaj Bajaj noted, "It mostly depends on which pr...
• Strong Demand and Execution — The company emphasized healthy demand and strong execution, with collections in FY '26 up nearly 39% year-on-year. Management stated, "The problem, as I've always highlighted, is the supply."

Read the full Eldeco Housing and Industries Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Eldeco Housing and Industries Limited earnings call transcripts on record, spanning February 12, 2024 to May 26, 2026. Based on this history, Eldeco Housing and Industries Limited reports semi-annually. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

523329

Exchange

BSE

Country

IN

Sector

Real Estate

Industry

Real Estate Management and Development

Calls on record

7

First call

February 12, 2024

Most recent

May 26, 2026

Reporting cadence

semi-annually