Oberoi Realty Ltd
OBEROIRLTY NSE
Oberoi Realty Ltd
Realty F&ONSE: OBEROIRLTY BSE: 533273 Residential Commercial Projects
Key Fundamentals
MidcapResidential Commercial ProjectsRealtyMarket Cap
₹64,936 Cr
Volatility
Moderate
P/E Ratio
24.54
EBITDA
₹3,653 Cr
Return on Equity
13.99%
Debt to Equity
0.16
Book Value
₹492.89
EPS
₹60.22
52W High
₹1,986.1
52W Low
₹1,391.2
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Oberoi Realty Ltd insights
48 extracted metrics + investor summaries across FY15–FY26.
Tapetide Score
Data-driven rating, 0–100. How it works →
Technical Indicators
Key Insights
Strengths
1- Company is expected to give good quarter
Weaknesses
1- Dividend payout has been low at 13.3% of profits over last 3 years
Growth Rate
Revenue Growth
15.16% ↗
Net Income Growth
12.67% ↗
Cash Flow Change
-36.19% ↘
ROE
-1.27% ↗
ROCE
0.30% ↗
EBITDA Margin (Avg.)
-3.61% ↗
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 3d agoAI opinion · based on fundamentals
Risk medium
Oberoi Realty is a large-cap real estate developer with a market cap of ₹65,856 Cr, trading at a PE of 24.7x. The company has delivered strong TTM sales growth of 30% and profit growth of 28%, with a 5-year stock CAGR of 21%, though its dividend payout remains low at 13.3% of profits over the last 3 years.
Bull Case 8
- Strong TTM revenue growth of 30%, significantly above the 10-year compounded sales CAGR of 16%, indicating accelerating momentum
- TTM profit growth of 28% demonstrates robust earnings expansion and operating leverage in the current cycle
- 5-year compounded profit CAGR of 27% reflects sustained long-term earnings growth well above sector averages
- 5-year compounded sales CAGR of 24% shows consistent top-line scaling over a meaningful period
- ROE has improved to 15% in the last year from a 10-year average of 12%, indicating better capital efficiency
- Stock CAGR of 21% over 5 years and 19% over 10 years reflects long-term wealth creation for shareholders
- PE of 24.7x is reasonable relative to the 28% TTM profit growth, implying a PEG ratio below 1x
- Company is expected to deliver a good upcoming quarter, suggesting near-term earnings visibility remains intact
Bear Case 7
- Dividend payout of only 13.3% of profits over 3 years with a yield of just 0.11%, offering negligible income return to shareholders
- 3-year compounded profit CAGR of only 9% versus 5-year CAGR of 27% suggests earnings growth was uneven and back-loaded
- Price-to-book ratio of 3.63x is elevated for a real estate company where NAV-based valuations are typically more conservative
- 3-year compounded sales CAGR of 13% is notably lower than the 5-year figure of 24%, indicating a period of slower growth in recent years before the TTM acceleration
- ROE of 14-15% over 3-5 years, while decent, is not exceptional for a company trading at 3.63x book value
- Real estate sector is inherently cyclical and current strong growth of 30% TTM sales may not sustain through a potential downturn in property demand
- 1-year stock CAGR of 12% has underperformed the 3-year CAGR of 17% and 5-year CAGR of 21%, suggesting recent momentum deceleration
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 1d ago Headwinds 2
- Q1 net profit falls 23% YoY Jul 20
Consolidated net profit declined 23% YoY to ₹54,351 lakh in Q1FY26, with revenue from operations at ₹1,30,089 lakh.
- Court order clouds Gurugram project Jul 9
Punjab and Haryana High Court ruling triggered media reports suggesting halted allotments at Three Sixty North (₹8,109 crore gross bookings, 14.8 acres, seven towers), though company clarified sales and construction continue.
Positives 5
- Multiple Buy ratings, strong outlook Jul 21
HSBC (Buy, ₹2,310) and Nomura (Buy, ₹2,090) raised FY27 pre-sales estimates to ₹130bn+ with ~40% pre-sales CAGR over FY26–28 and 15–20% CAGR in annuity/hotel income.
- Malabar Hill redevelopment deal signed Jul 29
Oberoi Realty signed a redevelopment deal in Malabar Hill, one of Mumbai's most premium residential localities, reinforcing its focus on high-value MMR projects.
- ESG score improves to 69.5 Aug 6
SES ESG Research raised Oberoi Realty's ESG score to 69.5 for 2026, up 0.7 points from 68.8 in 2025.
- New COO appointments strengthen team Aug 3
Sandeep Sant (35+ years experience) appointed COO for Central Projects Office on Aug 3; Stuart McConnachie (25+ years) appointed COO - Construction on Jul 13.
- Interim dividend of ₹2 per share Jul 20
Board approved ₹2 per share interim dividend (20% of ₹10 face value) on Jul 17 with record date Jul 23 and payment by Jul 31, 2026.
Neutral 1
- Q1FY27 earnings call held Jul 20 Jul 13
Oberoi Realty hosted a conference call on July 20, 2026 to discuss Q1FY27 financial results and business updates.
TL;DR: Oberoi Realty is executing well on growth with analyst upgrades projecting ~40% pre-sales CAGR through FY28, new premium land deals in Mumbai, and leadership hires to support scaling. The key near-term concern is the 23% YoY profit decline in Q1 and lingering uncertainty around the Gurugram court order. The trend is constructive as expansion into NCR and a strong launch pipeline position the company for medium-term re-rating, provided execution on new projects delivers.
Quarterly Results
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 910 | 1,217 | 1,054 | 1,315 | 1,405 | 1,320 | 1,411 | 1,150 | 988 | 1,779 | 1,493 | 1,750 | 1,301 |
| Expenses | 436 | 579 | 544 | 526 | 590 | 506 | 555 | 532 | 467 | 759 | 635 | 801 | 567 |
| Operating Profit | 474 | 638 | 509 | 789 | 815 | 814 | 856 | 618 | 520 | 1,020 | 857 | 949 | 734 |
| OPM % | 52% | 52% | 48% | 60% | 58% | 62% | 61% | 54% | 53% | 57% | 57% | 54% | 56% |
| Other Income | 25 | 28 | 31 | 247 | 39 | 41 | 52 | 63 | 93 | 77 | 55 | 74 | 65 |
| Interest | 62 | 56 | 50 | 50 | 59 | 52 | 75 | 80 | 75 | 71 | 67 | 27 | 52 |
| Depreciation | 11 | 11 | 11 | 14 | 20 | 21 | 23 | 24 | 32 | 33 | 33 | 33 | 35 |
| PBT | 426 | 599 | 479 | 971 | 775 | 782 | 810 | 577 | 507 | 993 | 813 | 963 | 712 |
| Tax % | 25% | 24% | 25% | 19% | 25% | 25% | 24% | 25% | 17% | 23% | 23% | 27% | 24% |
| Net Profit | 322 | 457 | 360 | 788 | 585 | 589 | 618 | 433 | 421 | 760 | 623 | 703 | 544 |
| EPS in Rs | 8.85 | 12.56 | 9.91 | 21.67 | 16.08 | 16.21 | 17.01 | 11.91 | 11.59 | 20.91 | 17.12 | 19.34 | 14.95 |
Profit & Loss
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 923 | 1,416 | 1,114 | 1,265 | 2,582 | 2,238 | 2,053 | 2,694 | 4,193 | 4,496 | 5,286 | 6,009 | 6,322 |
| Expenses | 409 | 740 | 543 | 589 | 1,427 | 1,189 | 1,052 | 1,512 | 2,081 | 2,066 | 2,183 | 2,650 | 2,761 |
| Operating Profit | 514 | 676 | 571 | 676 | 1,156 | 1,048 | 1,001 | 1,182 | 2,112 | 2,430 | 3,103 | 3,359 | 3,561 |
| OPM % | 56% | 48% | 51% | 53% | 45% | 47% | 49% | 44% | 50% | 54% | 59% | 56% | 56% |
| Other Income | 17 | 43 | 50 | 29 | 86 | 54 | 41 | 297 | 321 | 312 | 196 | 288 | 272 |
| Interest | 2 | 7 | 6 | 7 | 19 | 88 | 76 | 86 | 169 | 218 | 265 | 241 | 218 |
| Depreciation | 40 | 49 | 50 | 49 | 44 | 45 | 41 | 40 | 40 | 48 | 88 | 131 | 134 |
| PBT | 489 | 663 | 565 | 650 | 1,178 | 969 | 924 | 1,354 | 2,224 | 2,476 | 2,945 | 3,276 | 3,480 |
| Tax % | 35% | 35% | 33% | 29% | 31% | 29% | 20% | 23% | 14% | 22% | 24% | 23% | — |
| Net Profit | 317 | 436 | 379 | 459 | 817 | 689 | 739 | 1,047 | 1,905 | 1,927 | 2,226 | 2,507 | 2,630 |
| EPS in Rs | 9.66 | 12.84 | 11.15 | 13.51 | 22.47 | 18.96 | 20.33 | 28.8 | 52.38 | 52.99 | 61.21 | 68.96 | 72.32 |
| Div. Payout % | 21% | 16% | 18% | 15% | 9% | 0% | 0% | 10% | 8% | 15% | 13% | 12% | — |
Balance Sheet
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 328 | 339 | 340 | 340 | 364 | 364 | 364 | 364 | 364 | 364 | 364 | 364 |
| Reserves | 4,306 | 5,002 | 5,386 | 5,753 | 7,666 | 8,266 | 9,006 | 10,053 | 11,847 | 13,481 | 15,341 | 17,558 |
| Borrowings | 902 | 473 | 869 | 1,694 | 1,586 | 1,519 | 1,534 | 2,855 | 3,944 | 2,495 | 3,300 | 2,825 |
| Other Liabilities | 1,584 | 1,669 | 1,865 | 2,401 | 1,483 | 1,045 | 1,116 | 2,394 | 2,471 | 3,293 | 3,710 | 4,580 |
| Total Liabilities | 7,120 | 7,484 | 8,459 | 10,188 | 11,098 | 11,193 | 12,019 | 15,666 | 18,626 | 19,633 | 22,715 | 25,327 |
| Fixed Assets | 1,280 | 247 | 945 | 976 | 1,062 | 1,046 | 1,014 | 980 | 949 | 3,053 | 4,685 | 4,700 |
| CWIP | 22 | 49 | 110 | 113 | 126 | 305 | 1,980 | 3,298 | 4,031 | 2,705 | 1,604 | 1,752 |
| Investments | 0 | 2,182 | 1,824 | 2,420 | 2,938 | 2,406 | 1,620 | 2,679 | 703 | 818 | 2,535 | 1,737 |
| Other Assets | 5,818 | 5,007 | 5,581 | 6,679 | 6,972 | 7,435 | 7,406 | 8,709 | 12,943 | 13,057 | 13,891 | 17,138 |
| Total Assets | 7,120 | 7,484 | 8,459 | 10,188 | 11,098 | 11,193 | 12,019 | 15,666 | 18,626 | 19,633 | 22,715 | 25,327 |
Cash Flow
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating | -938 | 453 | 174 | -202 | 146 | -282 | 696 | 1,069 | -2,383 | 2,816 | 2,163 | 1,380 |
| Investing | -88 | -121 | -559 | -592 | -646 | 358 | -591 | -1,390 | 1,739 | -644 | -2,392 | -463 |
| Financing | 694 | -204 | 335 | 651 | 839 | -309 | -116 | 1,142 | 709 | -2,034 | 200 | -1,009 |
| Net Cash Flow | -333 | 128 | -50 | -143 | 339 | -233 | -11 | 821 | 64 | 138 | -29 | -92 |
| Free Cash Flow | -909 | 413 | 98 | -279 | -25 | -508 | -628 | -137 | -2,985 | 2,140 | 1,472 | 746 |
| CFO/OP | -153 | 98 | 62 | 1 | 41 | -6 | 90 | 115 | -90 | 135 | 91 | 65 |
Ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 33 | 29 | 35 | 52 | 15 | 19 | 23 | 17 | 96 | 17 | 8 | 20 |
| Inventory Days | — | — | — | — | — | — | 6,239 | — | — | — | — | — |
| Days Payable | — | — | — | — | — | — | 402 | — | — | — | — | — |
| Cash Conversion Cycle | 33 | 29 | 35 | 52 | 15 | 19 | 5,860 | 17 | 96 | 17 | 8 | 20 |
| Working Capital Days | 1,039 | 699 | 1,010 | 866 | 553 | 687 | 789 | 662 | 729 | 668 | 596 | 605 |
| ROCE % | 10% | 12% | 9% | 9% | 13% | 11% | 9% | 12% | 16% | 15% | 18% | 17% |
Documents
1
Clarification sought from Oberoi Realty Ltd
2d - Exchange has sought clarification from Oberoi Realty Ltd on June 24, 2026, with reference to news appeared in https://www.moneycontrol.com dated June 24, 2026 quoting "Oberoi … 2d - Exchange has sought clarification from Oberoi Realty Ltd on June 24, 2026, with reference to news appeared in https://www.moneycontrol.com dated June 24, 2026 quoting "Oberoi …
2
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome
7h - Audio recording of Q4FY26 results and business updates call uploaded on May 11, 2026. 7h - Audio recording of Q4FY26 results and business updates call uploaded on May 11, 2026.
3
Announcement under Regulation 30 (LODR)-Issue of Securities
2d - Board approved enabling fundraising up to Rs 6,000 crore via equity or other securities. 2d - Board approved enabling fundraising up to Rs 6,000 crore via equity or other securities.
4
Announcement under Regulation 30 (LODR)-Issue of Securities
8 May - Board approved enabling issuance of non-convertible debentures up to Rs 4,000 crore via private placement. 8 May - Board approved enabling issuance of non-convertible debentures up to Rs 4,000 crore via private placement.
5
Compliances-Reg.24(A)-Annual Secretarial Compliance
8 May - Annual secretarial compliance report for FY2025-26; prior Rs50,000+GST BSE fine on delayed disclosure remains under waiver review. 8 May - Annual secretarial compliance report for FY2025-26; prior Rs50,000+GST BSE fine on delayed disclosure remains under waiver review.
Frequently Asked Questions about Oberoi Realty Ltd
What does Oberoi Realty Ltd do?
Oberoi Realty Ltd is a real estate development company, headquartered in Mumbai. It is the part of Oberoi Realty Group, focused on developments in the residential, office space, retail, hospitality, and social infrastructure verticals. [1]
Where is Oberoi Realty Ltd (OBEROIRLTY) listed?
Oberoi Realty Ltd is listed on the Indian stock exchanges. It is listed on NSE: OBEROIRLTY and BSE: 533273. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Oberoi Realty Ltd belong to?
Oberoi Realty Ltd operates in the Realty sector within the Residential Commercial Projects industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Oberoi Realty Ltd?
Oberoi Realty Ltd has a market capitalisation of approximately ₹64935.72 Cr. Based on this, it is classified as a Large Cap stock.
What is the PE ratio of Oberoi Realty Ltd?
The Price-to-Earnings (PE) ratio of Oberoi Realty Ltd is 24.54. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Oberoi Realty Ltd?
Over the past 52 weeks, Oberoi Realty Ltd has traded between a low of ₹1,391.2 and a high of ₹1,986.1. This range helps investors understand the stock's price volatility and recent trading levels.
Does Oberoi Realty Ltd pay dividends?
Yes, Oberoi Realty Ltd has a dividend yield of 0.11%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Oberoi Realty Ltd?
Oberoi Realty Ltd has a Return on Equity (ROE) of 13.99%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Oberoi Realty Ltd on Tapetide?
On Tapetide, you can view Oberoi Realty Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.
Company Information
Oberoi Realty Ltd is a real estate development company, headquartered in Mumbai. It is the part of Oberoi Realty Group, focused on developments in the residential, office space, retail, hospitality, and social infrastructure verticals. [1]
Website oberoirealty.com
CEO Mr. Vikas Ranvir Oberoi
Employees 1,470
Listed 2010-10-20
Face Value ₹ 10
Issued Size 36,36,02,237