Sri Lotus Developers Releases Q2 FY26 Earnings Call Transcript, Reports Strong Pre-Sales Growth
Sri Lotus Developers released Q2 FY26 earnings call transcript. Pre-sales grew 126% YoY to ₹257 crore, revenue to ₹176 crore. Company maintains strong FY26 guidance, driven by new launches and robust project pipeline.
The announcement provides comprehensive financial performance for Q2 and H1 FY26, reaffirms guidance for the full year, and details future project launches and pipeline. This information is crucial for investor decision-making.
The company reported significant year-on-year growth in pre-sales and revenue for Q2 FY26, successfully launched new projects with strong initial bookings, and maintained optimistic FY26 guidance for pre-sales, revenue, and PAT growth. Management highlighted a robust project pipeline, asset-light redevelopment model, and high ROE.
* Sri Lotus Developers and Realty Limited released the transcript of its Investor/Analyst Earnings Call held on Tuesday, November 11, 2025. * The call discussed the Un-Audited (Standalone and Consolidated) Financial Results for the quarter and half year ended September 30, 2025. * Q2 FY26 Performance Highlights: * Pre-sales stood at ₹257 crore, a 126% year-on-year growth. * Collections for the quarter were ₹106 crore. * Revenue was ₹176 crore, growing 43% year-on-year and 187% quarter-on-quarter. * EBITDA was ₹50 crore, with a margin of 28.6%. The company expects EBITDA margins to be in the range of 35% to 40% going forward. * Profit after tax was ₹46 crore, an 8% year-on-year degrowth but an 80% quarter-on-quarter growth. * Expenses for ongoing and upcoming projects were ₹228 crore. * H1 FY26 Performance Highlights: * Revenue stood at ₹237 crore. * Pre-sales were ₹319 crore, a 50% year-on-year growth. * Collections for the half-year were ₹175 crore. * EBITDA was ₹80 crore, with a margin of 33.6%. * Profit after tax was ₹72 crore. * Net cash as of September 2025 stood at ₹851 crore. * Project Updates and Outlook: * Successfully launched Arcadian at Juhu and Amalfi at Versova in September 2025. Arcadian secured bookings of ₹92 crore, and Amalfi ₹38 crore, both within the first week of launch. * Construction is progressing well for Project Varun, Bandra, and Lotus Aquaria. * Four upcoming launches are planned for H2 FY26, with a revenue potential of approximately ₹3,500 to ₹3,700 crore. * The company reaffirmed its FY26 guidance: pre-sales of ₹1,100 to ₹1,300 crore, revenue growth of 75% to 85% year-on-year, and PAT growth of 30% to 35% year-on-year. * Six new projects were added in H1 FY26 with an estimated GDV potential of ₹5,000 crore. * The total pipeline of 15 residential and 3 commercial projects has a Gross Development Value (GDV) of ₹13,000 to ₹14,000 crore, translating to about 2.1 million square feet of saleable area by FY30. * Over 84% of ongoing and 91% of upcoming projects are in the redevelopment segment, supporting an asset-light and capital-efficient model. * The company achieved an industry-leading return on equity (ROE) of 41% for FY25 and expects to sustain PAT margins of 25% to 30%. * Management expressed confidence in their strategy, execution capabilities, and ability to deliver sustained value.
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Sri Lotus Developers and Realty Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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