BRIGADEENTERPRISES / Q4-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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WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

75%

Numeric claims

0

Consistency

Question ledger

What was answered, and how?

Adv Chhatadhya · ICICI Securities

direct

How will Brigade fill the 630k sq ft vacated by Amazon at WTC Bangalore?

Amazon has vacated their space. They had about 630,000 square ft that they vacated. We have leased close to 100,000 square ft of that. and line of sight there are a lot of client interactions and the idea is to lease it out over the next couple of quarters.

Adv Chhatadhya · ICICI Securities

direct

Will new leases at WTC Bangalore see higher rates than Amazon's old lease?

we should look to expect between anywhere between 10% to 15%. In some cases, if it's our hyper flow, it's gone up to even 20%. But expecting larger transactions of two flows etc. I think a normal increase of 10 to 15% is expected.

Adv Chhatadhya · ICICI Securities

direct

What is the cumulative GDV available for launch and land replenishment strategy?

we normally talk about our four quarters on a rolling basis pipeline for that we are looking at 11.5 million square ft for the coming year. And that GDV is around 11.9 to say 12,000 crores GDV. From an overall land bank perspective we have 57 million square ft. of that residential is around 75%.

Karan Kana · Ambit Capital

partial

Is the 9,000 cr pre-sales guidance conservative given the launch pipeline?

in some ways it is a little conservative but also we're looking at the mix of the new launches... Chennai in terms of throughput... tends to see the contribution to be more evenly spread... launches in general sometimes we do see them shifting out.

Karan Kana · Ambit Capital

direct

What is the status of approvals and quarter-wise breakup for 12 msf launches?

part of the launches will come in H2... for Hyderabad we're anticipating about 1 million square feet to be coming in Q3 and another million square feet to be coming in Q4... Morgan Heights... we'll be launching now in or relaunching... other projects in Bangalore will still be pushed into Q2 and Q3.

Karan Kana · Ambit Capital

partial

Will Brigade evaluate more opportunities with Bain beyond the Whitefield project?

this was the first we decided that you know we do one project first and we are definitely open to looking at more partnerships with them and then timelines... we're expecting to complete the project around 40 months.

Girish Chi · Aventus Park

partial

Why are collections flattish and when will operating cash flow improve?

the flattish collection... is primarily because of the initial part of the year where the launches were deferred... from here as the launches are getting planned the cash flow will continue to increase... the operating cash flow generation continues to be positive and it'll improve as new launches take a faster pace.

Girish Chi · Aventus Park

direct

What is the response and sales absorption for Chennai's Bay Cherry project?

The project is a brigade stellaris that we just launched in Q4. That is a pretty high-end project. It's a 284 units. And each unit is around 6 crores plus. So far in Q4 what we did we sold around 30 units and I think we're pretty pleased with that performance.

Bipla · MK Global

direct

Have all approval issues been resolved for FY27?

the primary issues of approvals are now behind us and as Katra also mentioned we've launched about 4 million square ft in the last couple of months and we are on track as far as approvals go.

Bipla · MK Global

partial

What rental income is expected from the 13 msf commercial portfolio?

between what is currently ongoing which is getting completed and the 4.5 million square ft that will come up we are it will be about 800 crores that is something that we have already estimated and for the balance 5 and a half million square ft we will come up with a number soon.

Sor Gilda · GM Financials

evasive

How should we think about the commercial monetization run rate going ahead?

ideally we would like to grow our annuality income portfolio. The idea is to hold on to many of the projects as much as possible but sometimes based on how demand is for a particular project... we take it on a case to case basis.

Sor Gilda · GM Financials

direct

Can you bifurcate the 1,300 cr leasing income by segment?

of the 1300 crores 877 crores was from office we had about 220 crores from retail and 206 crores from the management business and of course hospitality was separated at 605 crores.