Oberoi Realty Ltd.

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oberoirealty.comBSE: 533273NSE: OBEROIRLTY

Market Cap₹ 65,314 Cr.

Current Price

High / Low₹ 1,986 / 1,391

Stock P/E24.8

Book Value₹ 508

Price to Book2.88

Dividend Yield0.45 %

ROCE17.7 %

ROE14.9 %

Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Real Estate: 96.7% • Hospitality: 3.3%

AI Sector View

AI GENERATED

Realty

Buy

Housing and construction indicators remain supportive for real estate. The housing index reached 105 (Mar/26), residential property prices rose 4.21% (Mar/26), construction output was 5.4% (Jul/26), and cement output accelerated to 13.1% YoY (2026-07). Bank lending rates are steady at 8.96% (Aug/26) rather than easing, but FPI flows turned positive with INR 1999 crore net inflow over 3 months to 2026-08-31 from INR -7216 crore previously.

Confidence

75%

View full sector analysis →

PROS

Company has delivered good profit growth of 27.7% CAGR over last 5 years
Company has consistently been profitable over the last 5 years
Company has delivered good sales growth of 24.0% CAGR over last 5 years
Latest quarter profit grew 29.0% YoY, showing strong momentum
Operating margins have improved to 55.9% from 52.8%
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 0.95x)

CONS

Receivables are growing faster than sales - a possible quality concern
Growth is decelerating - 3Y profit CAGR (9.6%) trails the 5Y trend (27.7%)
Though reporting repeated profits, the company pays out little dividend (11.6%)
Expensive relative to growth - PEG of 2.6

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

RealtyRealtyConstruction - Real Estate

Part ofNIFTY MIDCAP 150 NIFTY MIDCAP 100 NIFTY 500 NIFTY LARGEMID250 NIFTY TOTAL MKT

S.No.	Name
1.	DLF	656.40	36.55	162479.46	1.22	793.90	-89.59	1280.34	-52.87	6.81	49.68
2.	LODHA	1165.45	28.23	116454.47	0.36	1373.10	103.39	4996.70	43.10	16.89	38.51
3.	PHOENIXLTD	1897.90	53.03	67883.68	0.13	394.51	22.95	1074.94	12.80	15.41	59.77
4.	PRESTIGE	1541.85	58.31	66412.14	0.13	271.40	-12.87	2675.10	15.94	11.51	31.75
5.	OBEROIRLTY	1796.30	24.84	65313.87	0.45	543.51	29.02	1300.89	31.73	17.69	56.75
6.	GODREJPROP	1860.00	35.01	56028.13	0.54	349.38	-41.61	506.17	16.48	8.37	-57.98
7.	ANANTRAJ	613.40	38.15	22074.85	0.16	149.19	18.50	631.40	6.58	12.23	29.53
8.	BRIGADE	662.00	31.08	21598.36	0.23	216.94	37.35	1115.55	-12.93	11.02	32.33
9.	ABREL	1341.65	113.30	14985.65	0.19	-34.59	-27.73	188.85	30.95	-4.54	-30.02
10.	SOBHA	1228.35	56.96	13137.67	0.49	50.85	273.37	1278.15	50.03	6.96	6.07
11.	SIGNATURE	785.75	10.59	11054.40	0.00	-16.53	-148.00	551.99	-36.24	34.77	-8.10
12.	MAXESTATES	547.20	774.04	8950.27	0.00	8.35	-30.00	51.91	0.86	2.05	15.65

Detailed Comparison with:

Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

	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
	910	1,217	1,054	1,315	1,405	1,320	1,411	1,150	988	1,779	1,493	1,750	1,301
	436	579	544	526	590	506	555	532	467	759	635	790	654
Operating Profit	474	638	509	789	815	814	856	618	520	1,020	857	960	647
OPM %	52.06%	52.42%	48.34%	59.98%	58.00%	61.66%	60.67%	53.74%	52.69%	57.35%	57.43%	54.88%	49.71%
	24	26	29	244	37	39	49	63	86	66	46	74	61
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
Profit before Tax	424	597	477	968	773	780	808	577	500	981	803	974	712
Tax %	24.64%	23.82%	24.98%	18.92%	24.65%	24.75%	23.76%	24.95%	17.14%	23.73%	23.65%	26.66%	23.63%
Net Profit	0	0	0	0	585	589	618	433	421	760	623	703	544
	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

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	1,114	1,265	2,582	2,238	2,053	2,694	4,193	4,496	5,286	6,009	6,322
	554	590	1,427	1,190	1,052	1,513	2,081	2,086	2,183	2,651	2,838
Operating Profit	560	675	1,155	1,048	1,000	1,181	2,112	2,410	3,103	3,358	3,485
OPM %	50.25%	53.36%	44.74%	46.83%	48.74%	43.85%	50.37%	53.60%	58.70%	55.88%	55.11%
	58	27	79	48	38	58	101	323	188	272	247
Interest	6	7	19	88	76	86	169	218	265	241	218
Depreciation	49	49	44	45	41	40	40	48	88	131	134
Profit before Tax	565	650	1,178	963	924	1,354	2,224	2,476	2,945	3,276	3,470
Tax %	33.05%	29.36%	30.63%	29.03%	20.03%	22.64%	14.36%	22.18%	24.43%	23.45%	24.51%
Net Profit	379	459	817	683	739	1,047	1,905	1,927	2,226	2,507	2,620
EPS	11.15	13.51	22.80	0.00	20.33	28.80	52.38	52.99	61.21	68.96	—
Dividend Payout %	17.94%	14.80%	8.90%	0.00%	0.00%	10.42%	7.64%	15.10%	13.07%	11.60%	—

COMPOUNDED SALES GROWTH

10 Years:: 16%
5 Years:: 24%
3 Years:: 13%

COMPOUNDED PROFIT GROWTH

10 Years:: 19%
5 Years:: 28%
3 Years:: 10%

STOCK PRICE CAGR

10 Years:: 20%
5 Years:: 18%
3 Years:: 14%
1 Year:: 11%

RETURN ON EQUITY

10 Years:: 11%
5 Years:: 14%
3 Years:: 15%
Last Year:: 15%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
Equity Capital	340	340	364	364	364	364	364	364	364	364
	5,386	5,753	7,666	8,266	9,006	10,053	11,847	13,481	15,341	17,558
	947	1,808	1,758	1,697	611	2,828	4,189	2,537	3,586	3,179
Trade Payables	47	131	208	61	300	205	173	509	656	492
	1,640	2,048	999	740	1,685	2,214	1,860	2,570	2,659	3,591
Total Liabilities	8,360	10,079	10,994	11,128	11,966	15,663	18,433	19,461	22,606	25,183
	230	209	197	1,046	209	200	197	219	245	268
Capital Work in Progress	109	112	125	305	1,980	3,297	4,031	2,705	1,604	1,752
	1,824	2,420	2,938	2,406	1,620	2,679	703	818	2,535	1,737
	3,766	4,247	4,165	5,317	4,663	5,036	8,543	9,261	9,446	10,183
	0	0	0	0	0	0	0	204	113	324
Cash & Bank	346	117	425	108	133	293	513	767	1,003	1,697
	2,085	2,974	3,143	1,945	3,362	4,158	4,446	5,486	7,660	9,222
Total Assets	8,360	10,079	10,994	11,128	11,966	15,663	18,433	19,461	22,606	25,183

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	356	9	470	-60	899	1,360	-1,905	2,816	2,163	1,380
Cash from Investing	-559	-592	-646	358	-591	-1,390	1,739	-644	-2,392	-463
Cash from Financing	335	651	839	-309	-116	1,142	709	-2,034	200	-1,009
	-50	-143	339	-233	-11	821	64	138	-29	-92

Ratios

Consolidated Figures in Rs. Crores / View Standalone

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	67.70	67.70	67.70	67.70	67.70	67.70	67.70	67.70	67.70
	18.05	18.41	20.24	19.97	19.36	16.06	16.58	15.42	15.11
	12.29	11.95	10.05	10.19	10.80	13.85	13.46	14.58	14.83
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	1.95	1.94	2.00	2.13	2.14	2.39	2.25	2.29	2.36

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-03

Credit Rating- New

2026-09-03 - Oberoi Realty Limited has informed the Exchange about ESG rating issued by NSE Sustainability Ratings and Analytics Limited

2026-08-27

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Oberoi Realty Limited has informed the Exchange about Schedule of meet

2026-08-27

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-27 - Oberoi Realty Limited has informed the Exchange about Schedule of meet

2026-08-17

General Updates

2026-08-17 - Project 'Three Sixty North, Gurugram'- Update

2026-08-10

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-10 - Oberoi Realty Limited has informed the Exchange about Schedule of meet

2026-08-10

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-10 - Oberoi Realty Limited has informed the Exchange about Schedule of meet

2026-08-10

Appointment

2026-08-10 - Oberoi Realty Limited has informed the Exchange regarding Appointment of Mr. Pralayesh Malakar as Assistant Vice President Property Management Services of the company w.e.f. August 10, 2026.

2026-08-06

Credit Rating- Others

2026-08-06 - Oberoi Realty Limited has informed the Exchange about ESG Credit Rating assigned by SES ESG Research Pvt. Ltd to the Company.

2026-08-03

Appointment

2026-08-03 - Oberoi Realty Limited has informed the Exchange regarding Appointment of Mr Sandeep Sant as Chief Operating Officer - Central Projects Office of the company w.e.f. August 03, 2026.

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