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/E30.1

Book Value₹ 457

Price to Book3.20

Dividend Yield0.45 %

ROCE15.4 %

ROE12.9 %

Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Real Estate: 96.0% • Hospitality: 4.0%

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 36.4% CAGR over last 5 years
Latest quarter profit grew 64.4% YoY, showing strong momentum
Company has delivered good sales growth of 42.1% CAGR over last 5 years
Strong cash generation - operating cash flow backs reported profits (CFO/PAT 0.92x)
Company comfortably covers its interest (12.1x coverage)
Company has a consistent dividend-paying track record

CONS

Receivables are growing faster than sales - a possible quality concern
Operating margins have contracted to 53.9% from 90.1%
Growth is decelerating - 3Y profit CAGR (-5.5%) trails the 5Y trend (36.4%)
Though reporting repeated profits, the company pays out little dividend (14.8%)

* 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

Standalone Figures in Rs. Crores / View Consolidated

	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
	623	930	645	1,105	1,174	1,010	1,277	912	775	1,545	1,180	1,415	1,038
	298	466	263	452	526	361	528	460	368	711	526	661	527
Operating Profit	325	464	381	652	648	649	749	452	407	834	654	754	511
OPM %	52.19%	49.93%	59.13%	59.06%	55.18%	64.25%	58.67%	49.58%	52.55%	53.98%	55.43%	53.31%	49.25%
	24	26	29	238	37	38	49	62	86	64	49	70	130
Interest	59	56	48	44	58	51	74	78	74	69	65	24	50
Depreciation	11	11	11	13	20	21	23	23	24	25	25	25	27
Profit before Tax	279	423	351	833	607	615	701	413	396	804	613	774	642
Tax %	24.02%	26.11%	24.14%	17.63%	24.31%	24.52%	23.51%	25.24%	21.93%	23.14%	23.02%	26.41%	20.87%
Net Profit	212	313	266	686	459	464	537	309	309	618	472	570	508
	5.84	8.60	7.32	18.87	12.63	12.76	14.76	8.50	8.49	17.00	12.98	15.67	13.96

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026	TTM
	891	974	1,029	620	850	1,012	3,240	3,302	4,372	4,916	5,178
	431	450	467	282	355	521	1,541	1,479	1,874	2,266	2,425
Operating Profit	459	524	561	337	495	491	1,699	1,823	2,498	2,650	2,754
OPM %	51.57%	53.79%	54.56%	54.45%	58.26%	48.53%	52.43%	55.21%	57.13%	53.91%	53.18%
	61	109	130	124	51	62	1,221	318	186	268	313
Interest	2	3	15	12	11	29	154	207	261	232	208
Depreciation	42	40	32	31	27	26	40	47	87	99	102
Profit before Tax	476	591	645	419	509	498	2,726	1,886	2,336	2,587	2,833
Tax %	32.66%	29.41%	29.65%	24.84%	18.07%	23.40%	14.44%	21.69%	24.29%	23.90%	23.49%
Net Profit	321	417	454	315	417	382	2,333	1,477	1,769	1,968	2,167
EPS	9.45	12.28	12.66	8.66	11.46	10.50	64.15	40.63	48.64	54.13	—
Dividend Payout %	21.18%	16.28%	16.03%	0.00%	0.00%	28.56%	6.24%	19.69%	16.45%	14.78%	—

COMPOUNDED SALES GROWTH

10 Years:: 15%
5 Years:: 42%
3 Years:: 15%

COMPOUNDED PROFIT GROWTH

10 Years:: 15%
5 Years:: 36%
3 Years:: -6%

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:: 13%
Last Year:: 13%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

	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
	3,771	4,122	5,672	5,913	6,329	6,711	11,463	12,648	14,052	15,729
	149	938	766	1,046	443	1,832	3,689	2,378	3,473	3,015
Trade Payables	28	51	48	28	123	67	123	453	529	371
	376	354	218	246	732	1,274	1,668	2,244	2,385	3,430
Total Liabilities	4,664	5,805	7,069	7,596	7,990	10,248	17,306	18,086	20,802	22,909
	218	199	186	198	201	193	196	218	243	266
Capital Work in Progress	6	7	24	64	301	1,189	2,830	1,240	1,201	1,273
	696	775	738	740	683	1,027	666	765	2,493	1,681
	1,055	1,114	1,100	2,169	1,970	2,499	8,259	9,187	9,214	9,838
	0	0	0	0	0	0	0	118	102	300
Cash & Bank	219	48	277	44	29	199	419	616	865	1,453
	2,470	3,662	4,743	4,381	4,807	5,141	4,936	5,942	6,683	8,098
Total Assets	4,664	5,805	7,069	7,596	7,990	10,248	17,306	18,086	20,802	22,909

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Mar 2026
	90	-158	578	-169	643	844	-2,736	1,615	1,838	1,353
Cash from Investing	85	-373	-1,228	120	-241	-1,215	2,365	161	-2,146	-434
Cash from Financing	-3	690	840	136	-266	854	779	-1,641	299	-1,004
	23	-20	5	8	12	339	20	135	-9	-84

Ratios

Standalone Figures in Rs. Crores / View Consolidated

	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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