Marathon Nextgen Realty Limited (503101) Earnings Call Transcripts

Marathon Nextgen Realty Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Marathon Nextgen Realty Limited reported a record profit after tax of INR 206 crores, marking a significant milestone for the company. Revenue for the full year reached INR 639 crores, driven by strong presales and strategic acquisitions, including a controlling interest in multiple real estate entities. Management emphasized the company's focus on accelerating project execution and expanding its development pipeline, with guidance for continued growth in FY '27 and beyond.

Reported metrics

Guidance from management

Management expects continued growth in FY '27, with a focus on accelerating project execution and expanding presales across both residential and commercial verticals. They indicated that more than INR 225 crores worth of launches are likely to happen in the next 12 months.

What management said

So this total gross development value, Anuj, is INR 840 crores plus. Depending on the model, whether it is PTC or presale, the values can even go beyond INR 840 crores. We have conservatively estimated at INR 840 crores. Out of which one project is already undergoing. It is at fifth level -- 5 slabs have already been cast of a 23-story building. So say, 10% of this is already ongoing project. Balance about more than ...

Yes. As I mentioned in my speech, we have had no adverse observation letters, which was a prerequisite for submission to NCLT from both the exchanges where we are listed, that is National Stock Exchange and Bombay Stock Exchange. Both the exchanges have given us a letter confirming no adverse report. So that -- along with that, all the documents have been submitted to NCLT. Now we are awaiting the hearing. Initially,...

What analysts pressed on

Analysts expressed concerns regarding the timelines for project launches and the expected margins for the newly acquired projects. There was also inquiry about the company's strategy for balancing capital allocation between land acquisition and project execution.

Main topics on the call

• Record Profit Achievement — Marathon Nextgen Realty achieved its highest profit ever with a profit after tax of INR 206 crores for FY '26, reflecting disciplined execution and operational efficiencies. Management stated, "This milestone reflects th...
• Strategic Acquisitions — The company acquired controlling interests in three real estate entities in Kanjurmarg, with an expected gross development value (GDV) of over INR 840 crores. Management noted that this aligns with their strategy of depl...
• Balance Sheet Strengthening — Marathon raised INR 900 crores through a Qualified Institutional Placement (QIP), significantly strengthening its balance sheet. Approximately INR 340 crores of this was allocated to debt repayment, enhancing financial s...
• Presales Growth — For FY '26, the company reported presales of INR 576 crores, with a booking value of INR 156 crores in Q4 alone. This reflects strong demand across their residential and commercial portfolios, particularly in the Lower P...

Read the full Marathon Nextgen Realty 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 4 Marathon Nextgen Realty Limited earnings call transcripts on record, spanning November 21, 2024 to August 10, 2026. Based on this history, Marathon Nextgen Realty Limited reports semi-annually. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

503101

Exchange

BSE

Country

IN

Sector

Real Estate

Industry

Real Estate Management and Development

Calls on record

4

First call

November 21, 2024

Most recent

August 10, 2026

Reporting cadence

semi-annually