Aditya Birla Real Estate Reports Q4 FY26 Presales of ₹4,288 Crore, Up 69% QoQ; Full-Year Collections Rise 23% YoY to ₹3,341 Crore
Strong Quarter-End Close: Presales Jump 69% in Q4 FY26
Aditya Birla Real Estate reported presales of ₹4,288 crores for Q4 FY26, marking a 69% quarter-on-quarter increase. The company recorded 3 million square feet in area sales, with full-year presales reaching ₹8,136 crores.
Total collections for the quarter stood at ₹994 crores, contributing to annual collections of ₹3,341 crores, up 23% year-on-year against ₹27,063 crores in FY25.
Multi-Region Launch Strategy Drives Momentum
The momentum was largely driven by successful new project launches, including Birla Arika Phase 2, Birla Taranya, and Birla Trimaya Phase 4. Birla Arika Phase 2 in NCR achieved 97% of launch inventory sold in Q4 alone, generating ₹1,600 crores in bookings. In Worli (MMR), Birla Niyaara Tower B recorded net sales of approximately 119 units out of 148 units.
In MMR, Birla Taranya witnessed increasing demand, delivering ₹952 crores in sales. Bengaluru's Birla Trimaya Phase 4 continued to build on the success of earlier phases with ₹649 crores, while in Pune, Birla Punya Phase 2 added ₹250 crores to the quarter.
Portfolio Scale and Development Pipeline
The company's total project portfolio stands at a GDV of ₹7,38,579 million across 34.7 million sq ft. As of March 31, 2026, the company's ongoing residential portfolio comprised 14 projects with a total saleable area of 20.0 million sq ft and an estimated GDV of ₹3,17,526 million.
Looking ahead to FY27, the company remains focused on project execution and enhancing its commercial portfolio, including planned developments in Worli. Management noted that while market conditions remain supportive, they are maintaining a prudent approach to land acquisition and project timelines, prioritizing high-return, 16% to 19% IRR projects.
Business Development and Strategic Expansion
On the redevelopment front, the company announced its maiden redevelopment project in Khar with a GDV potential of ₹1,700 crore, with discussions with several more societies progressing well. The company is actively pursuing a business development pipeline of approximately ₹60,000 crores, with about ₹35,000 crores specifically concentrated in the Mumbai Metropolitan Region.
Balance Sheet and Cash Generation
The company's standalone net worth stood at ₹4,692.88 crore as at March 31, 2026, up from ₹4,376.77 crore a year earlier, while total standalone assets were ₹13,536.59 crore, compared to ₹11,938.44 crore in the prior year.
For Q4 FY26, the consolidated free cash flow was ₹3,101 million, with operating cash flow of ₹3,066 million. For the full year FY26, consolidated free cash flow was ₹3,705 million, with operating cash flow of ₹6,037 million.
Profitability and Financial Performance
Aditya Birla Real Estate reported a Q4 FY26 consolidated net profit of ₹5.39 crore versus a loss of ₹135.20 crore year-on-year. On a standalone basis, the company reported a net profit of ₹180.82 crore for Q4 FY26, compared to a net loss of ₹81.24 crore in the year-ago period, while the full-year standalone net profit came in at ₹351.89 crore versus a net loss of ₹23.75 crore in FY25.
Capital Allocation and Returns to Shareholders
The board recommended a dividend of ₹2.50 per share and approved Singhi & Co. as statutory auditors for FY2026-27 to FY2030-31.
Construction Spend and Operational Guidance
Construction spending for the upcoming fiscal year is projected to be around ₹1,200 crores, supporting the company's long-term vision of sustainable growth and market leadership.
Industry Recognition
The British Safety Council conferred the prestigious Sword of Honour along with a 5 Golden Star rating for the company's safety practices. Birla Estates was recognised as one of the Best Organisations for Women 2026 at the 6th Edition of ET Now. Business World ranked Aditya Birla Real Estate among India's top 60 most sustainable companies and number 2 in the real estate and REITs category.
