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 10 Eldeco Housing and Industries Limited earnings call transcripts on record, spanning February 12, 2024 to August 13, 2026. Based on this history, Eldeco Housing and Industries Limited reports quarterly. The most recent call on file is dated August 13, 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

10

First call

February 12, 2024

Most recent

August 13, 2026

Reporting cadence

quarterly