Oberoi Realty Ltd (OBEROIRLTY)

Realty · Realty · NSE · Updated 1 September 2026

By StockFin Research Team • AI-Assisted Analysis • Source: BSE/NSE Filings

₹1,871.6 ↑ 16.27% (1Y)

🎯 Key Takeaways

Oberoi Realty Ltd is in a strong growth phase driven by robust demand across its diversified real estate segments, including residential, commercial, retail, and hospitality. Management consistently highlights strategic expansion in the NCR and long-term growth optimism, supported by healthy financial performance and disciplined capital allocation.
Revenue declined 25.7% QoQ to ₹1,301 in Q1FY27.
⚠️ 1) Overreliance on NCR for future growth could expose the company to regional economic or regulatory headwinds. 2) High project execution risk in larg

Market Cap

₹68,052

P/E Ratio

25.7

P/B Ratio

3.80

ROE

14.7%

ROCE

17.8%

Debt/Equity

0.16

Div Yield

0.43%

Promoter

67.7%

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📖 The Story

Oberoi Realty Ltd is in a strong growth phase driven by robust demand across its diversified real estate segments, including residential, commercial, retail, and hospitality. Management consistently highlights strategic expansion in the NCR and long-term growth optimism, supported by healthy financial performance and disciplined capital allocation. The company maintains a low debt ratio and strong profitability metrics, positioning it as a high-quality player in the Indian real estate sector.

📰 What's Happening

In Q1FY27, Oberoi Realty reported consolidated revenue of ₹1,361.69 crores, up 26.8% YoY, and profit after tax of ₹544.71 crores, up 29.4% YoY, reflecting strong demand across all business verticals. Management emphasized optimism about long-term growth and announced plans to launch new projects in the NCR as part of its expansion strategy. The Q1FY27 investor presentation, made available in July 2026, underscores operational momentum and sustained momentum in project launches and pre-sales.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Revenue	1,779	1,493	1,750	1,301
Operating Profit	987	825	927	699
OPM %	55.5%	55.2%	53.0%	53.7%
Net Profit	760	623	703	544
EPS	₹20.91	₹17.60	₹19.34	₹14.95

The company has demonstrated consistent top-line and bottom-line growth, with Q1FY27 revenue and PAT rising significantly YoY. However, quarterly revenue peaked in Mar FY26 at ₹1,750 crores before moderating to ₹1,301 crores in Jun FY26, suggesting seasonality or project-phase dynamics rather than a structural slowdown. Operating margins remain stable around 53-55%, indicating effective cost management. Net cash from operations remains robust, supporting ongoing capital deployment without reliance on external financing.

🔮 Management Outlook & What's Next

Management has expressed a positive outlook on long-term growth, citing strong demand trends and a healthy pipeline of new developments, particularly in the NCR. While no formal forward guidance on financials was provided in the latest filings, the repeated emphasis on expansion and project launches signals confidence in sustained momentum. Management continues to prioritize strategic investments in high-growth segments while maintaining financial discipline.

Extracted from official company announcements. Not StockFin.ai's opinion.

🏦 Balance Sheet (₹ Cr)

Item	Mar 2025	Mar 2025	Mar 2026	Mar 2026
Equity Capital	364	364	364	364
Reserves	14,436	15,341	16,376	17,558
Borrowings	2,080	3,300	3,027	2,816
Total Liabilities	20,252	22,742	23,918	25,328
Fixed Assets	3,131	4,684	4,655	268
Investments	472	2,535	1,992	6,170
Total Assets	20,252	22,742	23,918	25,328

The balance sheet shows stable equity levels with growing reserves, while borrowings have declined slightly over the past two years, indicating a trend of deleveraging. Total assets have increased steadily, reflecting capital investment in ongoing and new projects. The low debt-to-equity ratio of 0.16 suggests a conservative capital structure, providing flexibility for future expansion or strategic opportunities without financial strain.

💰 Cash Flow Statement (₹ Cr)

Item	Mar 2026
Operating	+1,380
Investing	-463
Financing	-1,009
Net Cash Flow	-92

👥 Shareholding Pattern

Category	Q2FY26	Q3FY26	Q4FY26	Q1FY27
Promoters	67.7%	67.7%	67.7%	67.7%
FII	16.1%	16.6%	15.4%	15.1%
DII	13.8%	13.5%	14.6%	14.8%
Public	1.9%	1.7%	1.8%	1.8%
# Shareholders	97,531	91,835	93,923	94,765

Institutional investor interest remains stable, with FII holding at 15.11% in Q1FY27, down slightly from 16.58% in Q3FY26, while DII increased from 13.46% to 14.83%. Promoter holding remains steady at 67.7% over the last four quarters, indicating confidence in long-term prospects. The growing number of public shareholders (94,765 in Q1FY27) reflects rising retail interest and liquidity in the stock.

⚖️ Peer Comparison — Realty

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
DLF	1.67 L Cr	37.7	6.5%	5.6%	0.00
LODHA	1.27 L Cr	30.8	17.9%	17.7%	0.42
PRESTIGE	68,402	60.0	10.4%	7.8%	0.92
OBEROIRLTY	68,052	25.7	17.8%	14.7%	0.16
PHOENIXLTD	67,844	53.0	16.6%	15.6%	0.45
GODREJPROP	61,179	38.2	6.6%	8.3%	0.82
PFOCUS	22,852	191.1	13.7%	19.1%	5.39
ANANTRAJ	21,800	36.7	11.1%	9.9%	0.10
BRIGADE	20,976	24.4	10.9%	11.5%	0.90
ABREL	15,497	—	-4.5%	-3.3%	1.52

🔗 Peer Stock Analyses

DLF LODHA PRESTIGE PHOENIXLTD GODREJPROP

⚠️ Risk Factors

1) Overreliance on NCR for future growth could expose the company to regional economic or regulatory headwinds. 2) High project execution risk in large-scale developments may impact timelines and profitability. 3) Rising input costs or delays in approvals could pressure margins. 4) Despite strong returns, the stock's valuation at a P/E of 25.7 may limit upside if growth moderates.

📋 Recent Filings

🧠 Analyst's Read

Oberoi Realty continues to demonstrate strong operational execution and financial resilience, with growing profitability and a disciplined balance sheet. Investors should monitor management's ability to sustain growth momentum in new markets and manage execution risks in ongoing developments. The upcoming investor meetings in September 2026 may offer further clarity on the pipeline and capital allocation strategy.

Based on filing content and financial data. Not a recommendation.

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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-01.

Editorial & Data Transparency Notice

This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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