Sobha Limited

rs,

omplex Mumbai – 400 051 Scrip Code: SOBHA Department of Corporate Services BSE Limited PJ Towers, Dalal Street Mumbai – 400 001 Scrip Code: 532784 Dear Sir/Madam, Sub: Investor Presentation fo

15.3%

n last 5 years SOBHA ₹ Bn / % CAGR Total Revenue Total Cash Inflow Real Estate Sales 53.84 15.3% 26.45 14.4% 39.82 c 77.98 81.36 16.0% 38.70 FY22 FY26 FY22 FY26 FY22 FY26 Profi

14.4%

SOBHA ₹ Bn / % CAGR Total Revenue Total Cash Inflow Real Estate Sales 53.84 15.3% 26.45 14.4% 39.82 c 77.98 81.36 16.0% 38.70 FY22 FY26 FY22 FY26 FY22 FY26 Profit After Tax Ne

16.0%

nue Total Cash Inflow Real Estate Sales 53.84 15.3% 26.45 14.4% 39.82 c 77.98 81.36 16.0% 38.70 FY22 FY26 FY22 FY26 FY22 FY26 Profit After Tax Net Operating Cashflow Net Debt 23

2.3%

2 FY26 FY22 FY26 FY22 FY26 Profit After Tax Net Operating Cashflow Net Debt 23.37 1.72 2.3% 1.93 16.37 13.8% 8.59 FY22 FY26 FY22 FY26 FY-22 FY26 (8.00) 3 Value Creation Pipeli

13.8%

FY22 FY26 Profit After Tax Net Operating Cashflow Net Debt 23.37 1.72 2.3% 1.93 16.37 13.8% 8.59 FY22 FY26 FY22 FY26 FY-22 FY26 (8.00) 3 Value Creation Pipeline – Beyond FY 2026

₹170.30

coming Projects Developable Land Potential 10.53 Mn sft 20.67 Mn sft 40.91 Mn sft Sales value ₹170.30 Bn Potential Sales value ₹271.65 Bn Across 409 acres in 8 cities Forthcoming: 191 acres | 20.67

₹271.65

otential 10.53 Mn sft 20.67 Mn sft 40.91 Mn sft Sales value ₹170.30 Bn Potential Sales value ₹271.65 Bn Across 409 acres in 8 cities Forthcoming: 191 acres | 20.67 Mn sq ft Subsequent : 218 acres |

₹186.47

t Subsequent : 218 acres | 20.24 Mn sq ft c Revenue to be recognized Future Marginal Cashflow ₹186.47 Bn Project level expected EBITDA margin : 30+% ₹95.60 Bn Ongoing / Completed projects ₹86.99 Bn

₹95.60

o be recognized Future Marginal Cashflow ₹186.47 Bn Project level expected EBITDA margin : 30+% ₹95.60 Bn Ongoing / Completed projects ₹86.99 Bn Forthcoming projects Disciplined Growth Framework Capi

₹86.99

₹186.47 Bn Project level expected EBITDA margin : 30+% ₹95.60 Bn Ongoing / Completed projects ₹86.99 Bn Forthcoming projects Disciplined Growth Framework Capital allocation and a sustainable expansio

₹81.36

n anchored by stable financial footing, record sales, and a strong balance sheet SOBHA RE SALES ₹81.36 Bn Sales Value Saleable Area: 5.54 Mn sft CASHFLOW P&L ₹77.98 Bn Total Operational Cash Inflow

“c FY22 FY23 FY24 29% 16% 39% 16% FY25 11% 33% 40% 16% FY26 < ₹2 Cr.”

“>₹5 Cr., 1,697 , 8% <₹2 Cr., 760 , 4% Q4 FY26 Sales by Price bands, ₹ Mn, % > ₹3 - ₹5 Cr., 9,341 , 46% ₹2 - ₹3 Cr., 8,595 , 42% ▪ Homes ranging from ₹2 - ₹3 Cr.”

“contributed to 73% of sale in FY26 ▪ Super luxury homes (> ₹5 Cr) contributed 11%, led by SOBHA Aranya & SOBHA Altus ▪ Homes <₹2 Cr comprises of plotted developments & 1 BR homes of SOBHA Neopolis 11 Real Estate project completion | Q4 & FY26 City / Region Project Q4 FY26 FY26 SBA No.”

Saleable Area

1

Note

1

Disclaimer

1

Saleable Area

5.54 Mn sft CASHFLOW P&L ₹77.98 Bn Total Operational Cash Inflow ₹53.84 Bn Total Revenue DEBT (31.03.2026) ₹10.02 Bn Gross Debt Net Operational Cashflow: ₹16.37 Bn Net Cashflow: ₹1.69 Bn EBITDA: ₹5.03 Bn (9.3%) PAT: ₹1.93 Bn (3.6%) Cash Balance: ₹18.02 Bn Avg. Interest Cost: 7.69% COMPLETIONS NEW LAUNCHES (SBA) EXPANSION CREDIT RATING 5.40 Mn sft 3,188 homes - 39 Towers, 58 Row houses and Villas 6.04 Mn sft 9 projects across 6 cities Greater Noida & Mumbai 13 RE operating cities in 8 states AA- Positive Outlook upgraded by Ind-RA, ICRA stands at AA- Stable 6 New Project Launches | Q4 FY26 SOBHA Rivana SOBHA Altair SOBHA Woods Whispering Hill SOBHA c • • • Second residential project in Greater Noida, spread across 11.72 acres Total saleable area of 2,572,523 sft, , with a potential sale value of ₹39 Bn Project offers 1,364 homes - 2 / 3 / 4 BR with sizes ranging from 1,374 sft – 2,716 sft, with a price band of ₹2 Cr – 4.2 Cr • • • Luxury project located in East Bangalore spread over lan

Note

Region Developed Area SBA Developable Area SBA SBA Bangalore* 70.15 50.95 18.70 13.18 14.57 NCR* Kerala* Tamil Nadu* Other Regions* 5.87 5.86 8.14 2.54 3.83 4.27 6.22 1.75 9.69 6.88 0.04 3.40 7.19 c 4.59 0.04 2.66 2.03 1.56 1.36 1.15 Total 92.55 67.02 38.71 27.65 20.67 *Bangalore includes Mysore, *NCR includes Gurgaon and Greater Noida ; *Kerala includes Kochi, Thrissur, Calicut and Trivandrum ; *Tamil Nadu includes Chennai and Coimbatore ; *Other Regions includes Hyderabad , GIFT City, Pune and Mumbai ▪ Real Estate product mix includes Multi Storied Apartments, Row Houses, Villas, Plotted Developments, Club House Facilities & commercial. ▪ Developed / Developable area includes super built-up area / saleable area (SBA) plus common area, car parking area, service area, storage area, internal roads and common amenities ▪ Forthcoming projects include opportunities which are expected to be launched over next 6-8 quarters. These projects are at advanced stages of design / approval ▪ Forthco

Disclaimer

The information in this presentation contains certain forward- looking statements and publicly available data from various recourses such as research reports, publications etc. These include statements regarding outlook on future development schedules, business plans and expectations of Capital expenditure. These statements are based on current expectations that involve a number of risks and uncertainties which could cause actual results to differ from projections made by the company.