Ashokumar Daga · Research desk
directAsked about replacing borrowed money for lease rentals with rights issue.
No no we have quite recently come out with a QIP. So there is no real intention to give a right issues at the moment.
BRIGADE / Q2-FY26 / claim-ledger
Audit the questions that mattered.
Brigade Enterprises · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
79%
Numeric claims
2
Consistency
contradicted
Question ledger
What was answered, and how?
Deeplab Dearma · Antic Stock Broking
directAsked about launch pipeline GDV for next two quarters.
we have visibility of around 7 million square ft. The GDV for that is around 8,000 to 8,300 crores.
Deeplab Dearma · Antic Stock Broking
directAsked about offering any special discounts or incentives beyond usual.
we don't really have anything else going on right now... brigade doesn't do these 1090 subvention schemes or any kind of builder-led subvention.
Deeplab Dearma · Antic Stock Broking
directAsked about BBMP restructuring causing approval delays.
the restructuring took about a month's time and now we are in the process of getting our approvals through. I don't see us having any major delays there.
Morta Arala · Kotek security
partialAsked if full year sales guidance of double-digit growth will be revisited given weak H1.
we may not necessarily meet that number but we'll be trying to do that as much as possible.
Morta Arala · Kotek security
partialAsked why residential EBITDA margin was ~12% and when it will return to ~20%.
margins are lower this quarter due to a mix of reasons... we expect in the next financial year margin to go back to what normally is.
Prehettit · access capital
partialAsked about sales strategy for Hyderabad launch phase 2 and whether they will sell out quickly.
we still want to maintain the kind of positioning for the product. But that said, we also are looking to see how quickly we can move that.
Prehettit · access capital
partialAsked about steady state rental potential and EBITDA for commercial portfolio.
right now if it's trending this year I think about 800-850 crores of rental revenue is what we've projected but in the coming years it'll substantially increase.
Gish Shodri · Avidia Spark
directAsked about update on Chennai projects (Karumur and Cherry).
we should have the Vacheri property come through hopefully by Q4. The Paramour one might still take a couple of quarters.
Gish Shodri · Avidia Spark
directAsked about response to NGO allegations on Brigade Modern Heights project and sales progress.
everything has gone by the book as usual. There is absolutely no deviation at all from our end. We've got all project related approvals.
Rajesh Kumar · SDFC security
directAsked about GDV of launches this quarter and contribution from new launches to sales.
in this quarter we launched 2 million square ft. The GDP for that is around 2,200 crores. In Q2 around 50% of what we did this quarter was from new launches.
Rajesh Kumar · SDFC security
partialAsked about capital allocation between Bangalore and Chennai given slower Chennai growth.
Bangalore and Hyderabad are still markets of focus for us in business development. In Chennai yes the inventory movement will be a little slower but that doesn't mean we have to revisit any capital allocation.