AURUM / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Aurum PropTech · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

11

Answered directly

82%

Numeric claims

5

Consistency

contradicted

Question ledger

What was answered, and how?

Rahul Jen · Dalat Capital

direct

Timeline and key drivers for 1000 cr revenue target

3 years which is 10 to 12 quarters from now is reasonable to be close to the thousand cr annualized revenue. This is coming organically from existing products and platforms.

Rahul Jen · Dalat Capital

direct

Prop Tiger revenue contribution and mandate yields

Prop Tiger contributed approximately 30 crores of revenue in this quarter. Mandate accounts for around 20% of the revenue and 80% comes from the AOP business.

Rahul Jen · Dalat Capital

partial

Other income spike and rental business breakeven

Major part of other income has come from Hello World. We could negotiate better to bring down cost and the impact has come in the quarter.

Pam Vora · Pinetra Asset Managers

direct

Approach to scaling rentals in tier 2/3 vs metros

We follow where demand is, focus on young professionals and students. We have a strong supply acquisition policy with multiple scenario analysis for unit economics.

Aruna Patel · Patella Enterprises

direct

Current sectors and platforms company works in

Aurum PropTech works in the proptech space which is real estate and tech together. We have products across rental, distribution, and capital segments.

V Sangan · Individual investor

direct

Timing of first SM REIT launch and profitability sustainability

We acquired the SM REIT license in July 2025. We are building a pipeline and will launch when we see the right fit. Profitability is not one-off; distribution has been profitable for quarters and rental is moving towards profitability.

Sanjay Sha · Research desk

direct

Expected profitability margin at 1000 cr revenue

At 1,000 crores we will be looking at 8 to 10% of the profitability at the least.

Fasil Hava · HG Havian Company

direct

Plans to reduce interest burden and any stake sale interest

Actual interest cost is around 2 cr per quarter; balance is Ind AS impact. We haven't gone to market to raise capital and no inbound opportunity has come.

Adita Yadav · Transient Capital

direct

Competitive landscape and moat for Sell.Do and Analytica

Sell.Do is a real estate specific CRM, competes with general CRMs but is highly specialized. Analytica uses a push strategy for leads, competes with MagicBricks/99Acres but with differentiated model.

Adita Yadav · Transient Capital

partial

Rental segment inflection points and margin triggers

We have recalibrated go-to-market strategy to go denser into micro markets. We are tapping synergies between Hello World and Nestway. We continue to grow at 20-30% while improving operational efficiency.

Jimit G · MK

evasive

Quantification of Prop Tiger synergy savings

Early days from quantification. Key synergies include using internal tech to replace outsourced products, shared account teams, and joint GTM.

Shriram R · Individual investor

direct

Breakup of rental revenue between Hello World and Nestway

Hello World had 39 crores of operating revenue in Q3 FY26, 32% growth. Nestway had 12 crores, 20% growth.