Sobha Limited Announces Investor Presentation for Quarter Ended Sep 30, 2025
Sobha Limited announces investor presentation for quarter ended September 30, 2025, reporting strong H1 sales of ₹3,981.4 crore and significant growth in Bangalore sales and project completions.
The investor presentation suggests continued growth and operational improvements, which could positively influence investor confidence and market perception.
The announcement highlights positive financial performance, including increased sales, revenue, and project completions, along with a strengthened balance sheet.
* Sobha Limited announced its investor presentation for the quarter and half-year ended September 30, 2025. * Achieved highest ever H1 sales value of ₹3,981.4 crore, with Sobha's share at ₹3,254.2 crore (81.7%), supported by a new operating city and steady sustenance sales. * Bangalore and NCR contributed 86.0% in H1 FY26. * In Q2 FY26, 770 homes were sold with a total saleable built-up area of 1,394,106 sft, at an average realization of ₹13,648/sft, amounting to a sales value of ₹1,902.6 crore. * Bangalore sales grew by 2.2x compared to the previous quarter, clocking ₹1,326.4 crore, supported by strong sales momentum in ongoing projects. * In H1 FY26, the company completed 1,185 homes spanning 2.25 mn sft of saleable area, marking a 25.9% growth compared to H1 FY25. * Real estate collection was ₹3,444.5 crore in H1-FY26 (Q2-FY26 was ₹1,845.9 crore), grown by 31.8% over the same period of FY25. * Net operational cashflows improved by 79.6% compared to H1 FY25, to ₹908.5 million. * Post dividend payment of ₹32.1 crore, a net cashflow of ₹120.3 crore was generated in H1 FY26 and ₹63.5 crore in Q2 FY26. * Total revenue recorded in H1 FY26 was ₹2,371 crore, improved by 44.9% compared to the same period last year. * Real estate business contributed ₹1,889 crore, grew by 50.3% compared to H1 FY25. * Generated EBITDA of ₹231 crore, recording growth of 18.7% compared to H1-FY25, with a margin of 9.7%. * PAT was ₹86.1 crore with a margin of 3.6%. * Balance revenue yet to be recognized from sales done till September 30, 2025, was ₹17,881 crore.
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Sobha Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Sobha Limited. Read the original for the full detail.