Aditya Birla Real Estate Limited
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Guidance — 5 items
Real Estate
opening
“Q2 FY26 Highlights Birla Anayu, Mumbai (Artist’s Impression) 5 Q2 FY26 Highlights: Real Estate • Booking Value stood at ₹ 8,895 Mn in Q2FY26, up 111% against Q1FY26(₹ 4,225 Mn).”
Real Estate
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“• Q2 FY26 saw strong sales pickup in Birla Niyaara (Mumbai) – ₹ 3,200 Mn and Birla Evara (Bangalore) – ₹ 3,257 Mn.”
About the Partnership
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“The projects will be developed via SPVs, with Birla Estates having economic interest of 56% and IFC 44%.”
About the Partnership
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“for a premium residential project in Southeast Bengaluru.”
About the Partnership
opening
“project will be developed via a 51:49 SPV structure.”
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Opening remarks
Real Estate
Q2 FY26 Highlights Birla Anayu, Mumbai (Artist’s Impression) 5 Q2 FY26 Highlights: Real Estate • Booking Value stood at ₹ 8,895 Mn in Q2FY26, up 111% against Q1FY26(₹ 4,225 Mn). • Q2 FY26 saw strong sales pickup in Birla Niyaara (Mumbai) – ₹ 3,200 Mn and Birla Evara (Bangalore) – ₹ 3,257 Mn. • RERA launch approval has been received for two projects in Pune - Birla Evam, Manjri and Birla Punya, Wellesley Road* • As on 30 Sep 2025, 80% of the launched area (Mn sqft) across India has been sold • Strong launch pipeline for the year – ₹ 139,323 Mn • Birla Niyaara & Birla Tisya have won a prestigious Sword of Honour from the British Safety Council demonstrating excellence in the management of health and safety risks at work. • ESG continues to be a key priority as we remain committed to building responsibly and sustainably. ➢ BEPL secured a 100/100 GRESB score and was ranked #1 residential developer in Asia, reflecting our focus on sustainable development and industry-leading ESG practices.
Real Estate
Projects Overview Birla Niyaara, Worli (Artist’s Impression) 9 Pan India Footprint Mumbai Metropolitan Region (9 projects) Birla Centurion, Worli (C) Birla Aurora, Worli (C) Birla Vanya, Kalyan Birla Niyaara, Worli Birla Anayu, Mumbai Thane, MMR Worli New Plot, MMR Boisar, MMR Worli West, MMR ADITYA BIRLA REAL ESTATE NCR (4 projects) Birla Navya, Golf Course Ext. Rd. Birla Arika, Sector 31, Gurugram Mathura road, Delhi Sector 71, Gurugram Projects with a revenue potential of ~₹ 700 Billion l Pune (2 projects) Birla Punya, Wellesley Road Birla Evam, Manjiri • • Bengaluru (5 projects) Birla Alokya, Whitefield Birla Tisya, Magadi road Birla Trimaya, Devanhalli Birla Ojasvi, RR Nagar Birla Evara, Sarjapur Completed Projects Ongoing Projects Unlaunched Projects (c) Commercial Projects The above images are artist’s impressions 10 Region Wise Performance ADITYA BIRLA REAL ESTATE Ongoing Upcoming Region Wise Booking Value contribution (Q2FY26) Particulars Saleable Area (Mn Sq ft) GDV (₹ Mn) No
About the Partnership
The International Finance Corporation (IFC), part of the World Bank Group, is the premier global development institution exclusively focused on the private sector in emerging markets. Operating in over 100 countries, IFC deploys its capital, expertise, and influence to foster markets and opportunities Birla Estates secured a ₹4,200 Million investment from IFC for residential projects in Pune and Thane, covering ~9.5 million sq. ft. The projects will be developed via SPVs, with Birla Estates having economic interest of 56% and IFC 44%. 21 Strategic Alliance with Mitsubishi Estate ADITYA BIRLA REAL ESTATE J.. MITSUBISHI ESTATE MITSUBISHI ESTATE CO., LTD.
About the Partnership
renowned Mitsubishi Estate is a leading Japanese real estate its extensive portfolio for developer, including office buildings (especially in Tokyo's Marunouchi district), residential properties, retail, hotels, and logistics. They operate globally, with significant presence in the US, Europe, and Asia. The company emphasizes long- term urban development, sustainability, and innovation through new business creation. Their diverse activities make them a major player in the international real estate market. Birla Estates has entered a ₹5,600 Mn joint venture with Mitsubishi Estate Co. Ltd. for a premium residential project in Southeast Bengaluru. The 4 million sq. ft. project will be developed via a 51:49 SPV structure. This marks Mitsubishi’s first investment in India’s real estate sector. 22
Strategic Divestment
Century Pulp and Paper Transaction Overview • Divestment of Century Pulp & Paper (CPP) to ITC Ltd. • • • Agreement signed on 31st March 2025 Part of strategic shift to focus on core real estate business Structured as a slump sale for ₹34.98 Bn (subject to adjustments) Strategic portfolio realignment to focus on real estate Rationale Behind the Transaction • • • Unlock long-term shareholder value Enhances capital allocation and operational clarity 2323 Environment, Social and Governance (ESG) ADITYA BIRLA REAL ESTATE Environment Social Governance
GRESB performance
• Developments Portfolio: GRESB score improved from 96 (2024) to a perfect score of 100 (2025) • Standing Investments: GRESB score increased from 90 (2024) to 94 (2025) • Received Regional Sector Leader and Global Sector Leader, Non-listed companies in Asia in the 2025 GRESB Real Estate Assessment Development Benchmark.
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