Oberoi Realty Ltd logo

Oberoi Realty Ltd

OBEROIRLTY NSE

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]

AI Verdict: BUY Confidence: 7%

Oberoi Realty trades at a PE of 24.6x with consistent profit compounding of 27% over 5 years and 65% analyst buy ratings. While the stock has corrected 12% in the last year, the long-term CAGR of 20% over 10 years and improving ROE of 15% support a buy-on-dip thesis for this premium real estate developer.

Key Fundamentals

MidcapResidential Commercial ProjectsRealty
Market Cap
₹64,249 Cr
Volatility
Moderate
P/E Ratio
25.37
EBITDA
₹3,653 Cr
Return on Equity
13.92%
Debt to Equity
0.18
Book Value
₹492.89
EPS
₹60.22
52W High
₹2,005
52W Low
₹1,391.2

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 anthropic claude-opus-4.6 3d ago
BUY
Risk medium

Oberoi Realty trades at a PE of 24.6x with consistent profit compounding of 27% over 5 years and 65% analyst buy ratings. While the stock has corrected 12% in the last year, the long-term CAGR of 20% over 10 years and improving ROE of 15% support a buy-on-dip thesis for this premium real estate developer.

Bull Case 8
  • Strong 5-year compounded profit growth of 27% demonstrates excellent earnings scalability in the premium Mumbai real estate segment
  • 65.38% of analysts (17 out of 26) rate the stock a Buy, reflecting broad institutional confidence in the business model
  • 10-year stock CAGR of 20% shows sustained long-term wealth creation for shareholders
  • 5-year compounded sales growth of 24% indicates robust demand for Oberoi's premium residential and commercial projects
  • ROE has improved from 12% (10-year average) to 15% in the last year, signaling improving capital efficiency
  • TTM sales growth of 14% shows continued momentum in topline despite macro headwinds in real estate
  • Company is expected to deliver a good upcoming quarter based on pre-sales visibility and project launches
  • Market cap of Rs 60,892 Cr with a PB of 3.44x is reasonable for a premium developer with a high-quality land bank in Mumbai
Bear Case 7
  • Stock has declined 12% over the last 1 year, underperforming broader markets and indicating near-term weakness
  • Dividend payout of only 13.3% of profits over the last 3 years offers minimal income return for shareholders
  • Dividend yield of just 0.47% is unattractive for income-seeking investors compared to fixed-income alternatives
  • 3-year compounded profit growth of only 9% is a sharp deceleration from the 5-year CAGR of 27%, raising concerns about growth sustainability
  • PE of 24.6x is elevated for a cyclical real estate company that is subject to interest rate and regulatory risks
  • 3-year stock CAGR of 19% has moderated from the 5-year CAGR of 22%, suggesting decelerating investor returns
  • Real estate sector is inherently cyclical and concentrated in Mumbai market, creating geographic concentration risk for the Rs 60,892 Cr market cap company

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 14h ago
Positives 4
  • HRERA nod for ₹10K Cr project Jun 24

    Oberoi Realty's 360 North project in Gurugram received HRERA approval with a GDV potential of ₹10,000 crore, enabling formal sales and marketing to commence.

  • FY26 revenue up 15% YoY Jun 3

    Consolidated revenue for FY2025-26 came in at ₹6,304.27 crore, up 15.16% YoY as per the annual report filed with exchanges. AGM scheduled for June 25, 2026.

  • ₹268.5 Cr invested in Bandra project Jun 9

    Oberoi Realty invested ₹268.50 crore in new subsidiary Centerstage Realty (incorporated June 2, 2026) to develop a Bandra East project, expanding its Mumbai pipeline.

  • Active global investor outreach Jun 3

    Company scheduled investor meetings in Hong Kong, Singapore (Jun 8-9) and Mumbai (Jun 1-4) with Bank of America, Morgan Stanley, Citi, and Kotak.

Neutral 4
  • SVP Construction appointed Jun 17

    Babu John appointed as SVP Construction effective June 17, 2026, bringing 25+ years of experience in hospitality and entertainment projects.

  • Two mid-level executives resign Jun 19

    AVP Customer Service Priti Thakur (effective Jun 19) and Deputy VP Sales Rohit Agarwal (effective May 31) resigned, both mid-management departures.

  • Promoter shares unencumbered Jun 6

    Promoter Vikas Oberoi confirmed zero encumbrance on his and PACs' shares for FY26 under SEBI Takeover Code disclosure.

  • FY25 conference call scheduled Jun 5

    Oberoi Realty scheduled an analyst conference call for June 1, 2025 to discuss FY25 financial performance under Regulation 30.

TL;DR: Oberoi Realty is on a clear growth trajectory with 15% YoY revenue growth in FY26 and aggressive expansion via the ₹10,000 crore Gurugram project and a new Bandra East subsidiary. No material headwinds emerged in the period; mid-level attrition and routine disclosures are non-events. Active institutional investor engagement signals management confidence. The trend is firmly positive with a strengthening launch pipeline across Mumbai and NCR.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
961
910
1,217
1,054
1,315
1,405
1,320
1,411
1,150
988
1,779
1,493
1,750
Expenses
593
436
579
544
526
590
506
555
532
467
759
635
801
Operating Profit
369
474
638
509
789
815
814
856
618
520
1,020
857
949
OPM %
38%
52%
52%
48%
60%
58%
62%
61%
54%
53%
57%
57%
54%
Other Income
94
25
28
31
247
39
41
52
63
93
77
55
74
Interest
62
62
56
50
50
59
52
75
80
75
71
67
27
Depreciation
10
11
11
11
14
20
21
23
24
32
33
33
33
PBT
391
426
599
479
971
775
782
810
577
507
993
813
963
Tax %
-23%
25%
24%
25%
19%
25%
25%
24%
25%
17%
23%
23%
27%
Net Profit
480
322
457
360
788
585
589
618
433
421
760
623
703
EPS in Rs
13.21
8.85
12.56
9.91
21.67
16.08
16.21
17.01
11.91
11.59
20.91
17.12
19.34
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales
923
1,416
1,114
1,265
2,582
2,238
2,053
2,694
4,193
4,496
5,286
6,009
Expenses
409
740
543
589
1,427
1,189
1,052
1,512
2,081
2,066
2,183
2,650
Operating Profit
514
676
571
676
1,156
1,048
1,001
1,182
2,112
2,430
3,103
3,359
OPM %
56%
48%
51%
53%
45%
47%
49%
44%
50%
54%
59%
56%
Other Income
17
43
50
29
86
54
41
297
321
312
196
288
Interest
2
7
6
7
19
88
76
86
169
218
265
241
Depreciation
40
49
50
49
44
45
41
40
40
48
88
131
PBT
489
663
565
650
1,178
969
924
1,354
2,224
2,476
2,945
3,276
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
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
Div. Payout %
21%
16%
18%
15%
9%
0%
0%
10%
8%
15%
13%
12%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 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%

Shareholding Pattern

As of Mar 2026
Promoters 67.70%
FIIs 15.42%
DIIs 14.58%
Public 1.78%
Others 0.51%
Total 99.99%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
67.70%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
16.96%
18.05%
18.40%
20.24%
19.97%
19.36%
16.06%
16.58%
15.42%
DIIs
4.88%
5.91%
7.18%
8.56%
8.93%
9.82%
11.51%
12.46%
12.10%
11.32%
11.05%
11.38%
12.84%
12.29%
11.96%
10.05%
10.20%
10.80%
13.85%
13.46%
14.58%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
1.90%
2.23%
2.05%
2.48%
2.33%
2.25%
1.99%
2.03%
1.92%
2.26%
2.20%
2.21%
1.96%
1.54%
1.54%
1.48%
1.66%
1.69%
1.85%
1.72%
1.78%
Others
25.52%
24.15%
23.06%
21.25%
21.03%
20.23%
18.80%
17.81%
18.27%
18.72%
19.04%
18.71%
0.53%
0.41%
0.40%
0.53%
0.47%
0.45%
0.54%
0.54%
0.51%
No. of Shareholders
0
32,573
45,824
47,288
66,510
70,940
69,888
63,442
64,340
69,192
65,054
69,402
73,159
77,584
83,589
93,845
1,07,035
1,04,866
97,531
91,835
93,923

Documents

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 Consumer Discretionary sector within the Realty 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 ₹64248.52 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 25.37. 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 ₹2,005. 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 0.46%. 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 13.92%. 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

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