Godrej Properties Limited (GODREJPROP) Earnings Call Transcripts

Godrej Properties Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Godrej Properties Limited (GODREJPROP:IN) reported significant growth across key financial metrics, with total income rising 47% to INR 3,895 crore and net profit increasing 70% to INR 650 crore. The company achieved its highest ever quarterly bookings of INR 10,163 crore, a 21% increase quarter-on-quarter, driven by strong demand in new project launches. For FY '27, management raised guidance for residential bookings to over INR 39,000 crore, a 20% increase from FY '26, indicating confidence in sustained demand despite geopolitical uncertainties.

Reported metrics

Guidance from management

Management expects to grow residential bookings to over INR 39,000 crore in FY '27, a 20% increase from FY '26, and collections to exceed INR 24,000 crore, also a 20% increase.

What management said

Yes, yes, it is designed like that's like a 20% upfront, then there are bullet payments every year. And it is a 1% anchoring -- sourcing tool is 1%, again, in project to project, if you will defer it's closer to CFE and TLC somewhere in between. And yes, you're right, the fact is you heard about this campaign, which means the impact is starting in the market. So give us a few more weeks and we'll have a better pictur...

Yes. I think if you look at the last few years, the volume growth over the last 5 years has compounded at 20% year, excuse me, against the total sales growth of nearly 40% a year. So volumes have been a meaningful contributor. So I would expect roughly equal split path between volume and value for the overall growth.

What analysts pressed on

Analysts expressed concerns regarding the geopolitical situation's impact on demand, particularly in NCR. There were also questions about the sustainability of sales in premium segments amidst potential delays in decision-making.

Main topics on the call

• Record Bookings — Godrej Properties achieved its highest ever quarterly bookings of INR 10,163 crore in Q4 FY '26, a 21% increase quarter-on-quarter. Management stated, "This is the highest ever full year booking value and volume announce...
• Strong Collections — Collections in Q4 FY '26 reached INR 7,947 crore, representing a 14% year-on-year growth. Management noted, "This is the highest collections ever reported by an individual real estate developer in the quarter and in the ...
• Increased Guidance — For FY '27, Godrej Properties raised its residential bookings guidance to over INR 39,000 crore, a 20% increase from FY '26. Management expressed confidence, stating, "We hope to grow collections by 20% to over INR 24,00...
• Geographical Diversification — The company reported strong geographical diversification, with Mumbai contributing over INR 10,000 crore and Bengaluru INR 8,801 crore in bookings. Management emphasized, "We do feel we have a strong portfolio in NCR and...

Read the full Godrej Properties 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 26 Godrej Properties Limited earnings call transcripts on record, spanning February 4, 2020 to August 4, 2026. Based on this history, Godrej Properties Limited reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GODREJPROP

Exchange

NSEI

Country

IN

Sector

Real Estate

Industry

Real Estate Management and Development

Calls on record

26

First call

February 4, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly