ABREL / Q2-FY26 / claim-ledger

Audit the questions that mattered.

Aditya Birla Real Estate · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ2-FY26 · 2025-10-30Back to quarter ↗

Questions audited

Answered directly

67%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Akash Gupta · Namura

direct

Status of approvals for Pune project and confidence in H2 launch.

we have already had our hearing at the committee. We're expecting the minutes of meeting any day and we are expecting the RIA to be achieved this quarter itself. So we are all set for the launch in Q4.

Akash Gupta · Namura

direct

Operating cash flow negative in H1; collection and cash flow trajectory in H2.

we had a billing of about 265 crores... another billing for tower B about roughly 350 crores... we expect a solid cash flow collection about 2,000 crores in this quarter.

Akash Gupta · Namura

partial

Competitive intensity and format for Niara tower C launch.

we have sold almost now 113 units out of 148 units and in tower A 400 out of 43... we are all set to launch the tower C as quickly as possible.

DipLoma · Antique Stock Broking

partial

Reason for net debt increase of 2.8 billion despite no new land deals.

we had to incur payments for FSI premiums and all of that. So it's part of the ordinary cost and because the payment milestones are linked to the collections there can be a small mismatch.

DipLoma · Antique Stock Broking

evasive

Are relaxed payment terms offered in any projects to boost sales?

we continue with our payment plan... if there are some kind of situations where somebody has some issues... we are open to that... case to case basis we may have done it or maybe doing it.

DipLoma · Antique Stock Broking

partial

Number of projects in due diligence and their GDV.

we have about 30,000 crores of projects which are in the advanced status of GTV... some of them are in NOA, some in Gurugram, some in Mumbai, Bangalore and Pune.

Pepe Sheet · Access Capital

direct

Strategic decision to launch projects in phases vs full launch for price appreciation.

Depending on the EOIs we get we may perhaps think of launching the entire phase I mean entire project... we have given a muted guidance I think we may go after the full phase.

Pepe Sheet · Access Capital

direct

Breakup of project development cost between land, approvals, and construction.

construction cost is 350 crores... design leison and brokerage 150... land purchase around 150 crores... other operational costs around 130 crores... interest around 140 crores.

Amit Shravasa · BNK Securities

partial

Reason for delay in Pune project launch after RERA approval and pricing positioning.

there was the came that came in the name of the previous owner. So there was some challenges there. Now we got that rectified... very soon we will start booking... this quarter itself.

Hash Paruk · NK Global

direct

Price increase for Worli project and ITC deal timeline.

we have taken a price increase now from now on we taken a price increase it will be more like an average about 1 lakh 10,000... ITC deal is on track... hopefully we will be able to close by in this financial year.

Dshid Doshi · Whitestone Financial Advisors

direct

Risk of some Q4 launches slipping to Q1 next year.

in addition to whatever I mentioned we are going to launch plotted in Q4... BA in Gura phase 2 in Q4... new phases of Vir Puna in Q4... PMaya in Bangalore phase 4 in Q4.

Ronald · ICA Securities

evasive

Expected quarterly collection run rate from Q4 onwards.

we expect to grow as compared to the collections which we did last year.