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Geopolitical uncertainty impacting demand
View Risks →Mahindra Lifespace Developers Limited — Q4 FY26
Mahindra Lifespace reported a strong Q4 FY26 with residential pre-sales of ₹1,633 crore and full-year PAT of ₹298 crore, a 5x jump YoY, driven by successful launches and IC leasing.
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Mahindra Lifespace reported a strong Q4 FY26 with residential pre-sales of ₹1,633 crore and full-year PAT of ₹298 crore, a 5x jump YoY, driven by successful launches and IC leasing. The company added 18,000 crore GDV in FY26, crossing the 45,000 crore cumulative target. Management guided FY27 residential pre-sales of ₹4,500-5,000 crore, supported by a launch pipeline of ~₹10,000 crore. However, they noted early signs of demand moderation due to geopolitical uncertainty, though sustenance sales remain robust. Key risks include potential slowdown from war impact and execution delays in society redevelopment projects.
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Residential Pre-sales (Q4 FY26)
₹1,633 Cr
+21% YoY
Q4 residential pre-sales driven by successful launches and sustenance sales.
Residential Pre-sales (FY26)
₹3,400 Cr
+21% YoY
Full-year residential pre-sales grew ~21% YoY, with 40% from sustenance.
IC Leasing Revenue (Q4 FY26)
₹360 Cr
new leases
IC business leased 360 Cr worth in Q4, driven by OC2A approval in Chennai.
GDV Addition (FY26)
₹18,000 Cr
flat YoY
GDV addition maintained at 18,000 Cr for second consecutive year, including Tane.
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Guidance and risk preview
Management reiterated guidance for FY27 residential pre-sales, expecting a significant jump from FY26's ₹3,400 crore.
Management noted early signs of lower walk-ins and delayed decisions due to war, though sustenance sales remain strong.
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