Shriram Properties Limited
4,829words
32turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs
23
0.3x
rs,
Rs. 420
rs
2
rs
3
39%
10%
55%
21%
15%
7%
Guidance — 20 items
Registered office
opening
“No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.”
Registered office
opening
“• Regional sector impacted by delayed OCs and non-availability of eKhata – in turn affecting customer handovers, registration & revenue recognition Strong YoY Growth Trends; But Absolute Earnings Modest on Deferred Revenues Strong H2 Outlook Driven by Robust Launch Pipeline and Project completions • Operational KPIs reflect strong business trends • Recently launched projects witnessing strong • Q2 financials suffered on deferred handovers sales traction.”
Registered office
opening
“• Revenue and earnings rebound likely in H2 • Mid-market and mid-premium segments continue to show healthy absorption • Pricing trends remain firm and upward • Positive market conditions, coupled with launch line-up, should deliver robust H2 • New project completion on track.”
Registered office
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“___________ Notes: 1 msf = Million Square Feet / # JV accounted for 56% & 50% of Handovers in Q2FY26 & H1FY26) 7 Financial Performance Snapshot : Q2 FY26 48% YoY 34% YoY 73% YoY 6 2 Y F 2 Q Revenues ₹ 229Crs.”
Registered office
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“Set to rebound strongly in H2 • Project profitability remains healthy, reflecting strong business fundamentals.”
Registered office
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“Performance Highlights: Q2|H1 FY26 Operational Highlights Financial Highlights BD Highlights • Q2 Sales volume up 39% QoQ; Sales Values up 55% QoQ.”
Registered office
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“• Product: Apartment • Ownership: JDA • GDV Addition: ₹ 500 Crs • Saleable Area: 0.6 msf • Location Highlights: Project is strategically located adjacent to the upcoming large state park in Yelahanka, one of North Bengaluru’s most promising residential hubs.”
Strong momentum in Business development
opening
“Crores • On track to add 5-6 projects with 6+ msf of potential during H2.”
Strong momentum in Business development
opening
“4,990 4,770 580 1,130 11,470 ✓ 5 Project with GDV potential of Rs.”
Strong momentum in Business development
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“2300+ Crs added ✓ Couple of projects channelized to approval process for Q4 launch ✓ Pune Pipeline addition gaining momentum ✓ 6+ msf commercial closed, DD at an advanced stage ✓ 20+ msf under various stages of evaluation to enhance our objective of doubling our upcoming project pipeline objective during the year Targeting to nearly double upcoming project pipeline in 18-24 months 11 Project Launches Highlights: H1|FY26 Undri (Pune) May 2025”
Risks & concerns — 1 flagged
# Impact of one time settlement on account of closure of JDA in Kolkata (0.8) 29.2 8.6 294.6 62.8 357.4 8.6 366.0 201.0 45.8 52.4 - 299.2 66.8 3.4 70.2 53.7 45.7 8.0 5.4 11.1 (5.6) 16.7 52% 33% 34% 52% 44% -1% -18% 87% 75% 823.4 125.8 949.2 24.2 973.4 574.9 92.5 126.7 - 794.1 179.3 23.5 202.8 104.6 88.2 16.4 10.3 87.9 10.6 77.3 ✓ H1 Operating Revenue at Rs.
— Product
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Opening remarks
Registered office
Lakshmi Neela Rite Choice Centre, 1 Floor, #9, Bazulla Road, T. Nagar, Chennai – 600 017 P: +91-80-40229999 | F: +91-80-41236222 | W: www.shriramproperties.com CIN No. : L72200TN2000PLC044560 Email: cs.spl@shriramproperties.com Investor Presentation Q2 | H1 FY26 Results Artist’s impression of Shriram Songs of the Earth, Bangalore November 12, 2025 This presentation and the accompanying slides (the “Presentation”), which have been prepared by Shriram Properties Limited (the “Company” or “SPL”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information/data,
Strong momentum in Business development
2.3 msf 2,350 Rs. Crores • On track to add 5-6 projects with 6+ msf of potential during H2. • Projects at advanced stage of diligence closure & documentation. • 20+ msf projects are under active evaluation Driving Growth the Asset-Light Way, with an Eye for the Right Outright 10 Project Pipeline & Business Development Overview Project Pipeline (msf) Upcoming Projects 18.6 msf GDV Upcoming – 18.6 msf 37.1 Ongoing – 18.5 msf 7.8 5.9 18.5 9.4 17.1 2.9 1.8 4.0 Own JDA # 8 7 JV 3 DM Ongoing Own JDA 4 22 7 7 1.0 JV 1 2.7 1.5 DM Upcoming Post Q2 Total 3 18 3 43 BD Momentum Snapshot 3+ msf Closure stage 3+ msf Advanced stage 20+ msf Under active evaluation Ownership - Own - JDA - JV - DM Total GDV – Upcoming Projects Rs. Crs. 4,990 4,770 580 1,130 11,470 ✓ 5 Project with GDV potential of Rs. 2300+ Crs added ✓ Couple of projects channelized to approval process for Q4 launch ✓ Pune Pipeline addition gaining momentum ✓ 6+ msf commercial closed, DD at an advanced stage ✓ 20+ msf under various stag
Area Sold
43% Strong launch traction and encouraging sales trends reaffirm the sector’s healthy growth outlook 12 Project Launch Outlook: H2|FY26 Yelahanka (Bangalore)
GDV
Status: Approval WIP Villas 0.2 msf Own ₹200 Crs Koyambedu (Chennai) Perungalathur (ChennaI) Bannerghatta Road (Bangalore) Apartment
GDV
Status: Approval WIP Villaments 0.3 msf JDA ₹350 Crs Uttarpara (Kolkata) Uttarpara (Kolkata) Uttarpara (Kolkata)
Status
Plots 0.4 msf Own ₹150 Crs RERA stage High confident launches with ~2.7 msf development potential and GDV ~2,200 Crs 13 Handover & Income Recognition Outlook: H2|FY26 H2 FY26 Robust Handover & Revenue recognition outlook Project Name Region Product Ownership Project Area (msf) Sold Area (msf) * Revenues (Rs. Crs) Total Units Pending Handover Current Status Q2 Launches Outlook Mystique Bangalore Apartments JDA Pristine Estates Bangalore Plots Own Solitaire Bangalore Apartments JDA Hebbal One Bangalore Commercial JDA Southern Crest Tower D Bangalore Apartments JDA Sunshine One Kolkata Apartments Own Grand One Cluster F & G Kolkata Apartments Own WYTfield Phase II Bangalore Apartments JV 0.20 0.28 0.32 0.14 0.08 0.78 0.51 0.51 2.82 0.14 0.28 0.23 0.11 0.04 0.72 0.47 0.51 2.50 50 125 123 92 34 261 172 271 119 107 189 - 30 82 107 189 - 30 OC Received: eKhata process commenced OC and eKhata awaited 1,192 1,192 Q3 completion 588 592 588 592 Q4 completion Q4 completion 1,128 2,817 2,780 ______