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A source-linked quarter view: reported numbers, management language, guidance, and the risks that should carry forward.
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Revenue
₹3,458 Cr
verified against source
Revenue YoY
47%
reported change
EBITDA
₹959 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Godrej Properties delivered a record Q4 FY26 with ₹10,163cr in bookings, up 21% QoQ, and ₹7,947cr in collections, up 14% YoY. Full-year bookings grew 16% to ₹34,171cr, achieving 105% of guidance. EBITDA grew 51% to ₹959cr and PAT grew 70% to ₹650cr. The strong performance was driven by new project launches (Godrej Abode, Godrej Arden) and sustained sales from projects like Godrej Trillium. Management guided FY27 bookings to ₹39,000cr (+20% YoY) and collections to ₹24,000cr (+20% YoY), supported by a robust launch pipeline and 35% higher opening inventory. Key risks include geopolitical uncertainty (Middle East conflict) impacting demand and potential cost inflation of 5-6% from supply chain disruptions.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects 20% growth in bookings to over ₹39,000cr, driven by a strong launch pipeline and sustained sales.
- Collections are guided to grow 20% to over ₹24,000cr, supported by strong operating cash flow and project deliveries.
- Management targets a return on equity of 20% by FY28, driven by faster execution and project deliveries.
- The company plans to add ₹20,000cr of future sales potential, with flexibility to be opportunistic based on market conditions.
Risks flagged
- The Middle East conflict caused a temporary slowdown in March, and continued uncertainty could affect buyer sentiment and sales conversions.
- Management estimates a 5-6% cost impact from the war, potentially reducing margins by 1-2% per quarter if the situation persists.
- NCR sales dipped in FY26 due to delayed approvals for key projects like Ashok Vihar; any further delays could impact FY27 guidance.
- Management indicated that FCFE may not be positive in FY27 if business development exceeds guidance, depending on opportunity quality.
Key quotes
- We have enough and more to be very confident like was mentioning that there is a guidance of launch guidance and we keep tend to keep buffer so some of these may flip but in spite of them flipping we very confident to bring the inventory given as guidance.
- I think you know it's in a pretty tight band. There will always be a little bit of fluctuation on this.
- I think the idea will be to ensure a strong diversification in our growth as we've been able to do the last few years.
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