• Event Type: Q2 FY 2026-27 Earnings Conference Call discussing unaudited financial results for quarter ended September 30, 2026.
  • Date and Time: November 06, 2026 at 11:00 Hrs (IST).
  • Purpose: Discussion of quarterly results and business updates with investors and analysts.
  • Management Participants: Shri K. P. Mahadevaswamy (Chairman-Cum-Managing Director), Dr. Suman Kumar (Director - Commercial), Shri Anjeev Kumar Jain (Director - Finance), Shri Ashutosh Gautam (Director - Projects), Shri M. B. Singhal (Executive Director - Finance).
  • Presentation Availability: The transcript is available on the company's website at nbccindia.in/webEnglish/PresentationNTranscript.

Financial Highlights Discussed:

  • Q2 FY27 Standalone Revenue: ₹2,890 crores (38% YoY increase)
  • Q2 FY27 Consolidated Revenue: ₹3,396 crores
  • Q2 FY27 Standalone EBITDA: ₹219 crores (154% YoY increase from ₹86 crores)
  • Q2 FY27 Standalone PAT: ₹225 crores (31% YoY growth)
  • H1 FY27 Standalone Revenue: ₹4,713 crores (26% YoY increase)
  • H1 FY27 Consolidated Revenue: ₹5,655 crores
  • H1 FY27 Standalone EBITDA: ₹379 crores (105% YoY increase from ₹183 crores)
  • H1 FY27 Standalone PAT: ₹376 crores (31% YoY growth)

Order Book Position:

  • Standalone Order Book: ₹1,12,000 crores
  • Consolidated Order Book: ₹1,26,000 crores
  • New Business Secured in Q2: ₹3,600 crores (consolidated)

Major Projects Secured:

  • RBI Residential Complex at Amaravati, AP: ₹800 crores
  • Housing Project at Seychelles: ₹600 crores

Business Awards to Contractors:

  • Q2 New Tenders Awarded: ₹1,500 crores (consolidated)
  • H1 FY27 Total Awards: ₹3,200 crores
  • Expected Awards in Next Two Quarters: ₹15,000-16,000 crores

Redevelopment Projects Update:

  • 7 GPRA Project: Successfully sold residential apartments of 8.8 lakh sq ft at Avenue Towers for ₹5,191 crores
  • Balance Workload in Redevelopment: ₹9,200 crores
  • Amrapali Projects: Phase II started with ₹8,000 crores balance workload, 24 Phase I projects completed

Guidance and Outlook:

  • FY27 Standalone Revenue Guidance: ₹13,000-14,000 crores (reaffirmed)
  • FY27 Consolidated Revenue Expectation: ₹15,000-16,000 crores
  • FY27 PAT Expectation: ₹1,100-1,200 crores
  • Order Inflow Guidance: ₹50,000-60,000 crores for FY27
  • FY28 Revenue Expectation: ₹20,000-21,000 crores standalone
  • FY28 PAT Expectation: ₹1,500 crores

Land Monetization Plans:

  • Two land parcels sold in Q3 expected to generate ₹433 crores revenue
  • Total land bank value: Approximately ₹1,600 crores (as per IBBI valuer report)
  • Expected profit margin on land sales: ~50%

Marketing Fee Income:

  • H1 FY27 Marketing Fee: ~₹100 crores
  • H2 FY27 Marketing Fee Expectation: ~₹100 crores
  • FY28 Marketing Fee Expectation: ₹200-250 crores

Project Updates:

  • Supertech: Tenders worth ₹9,600 crores uploaded, to be awarded in Q3
  • Jammu & Kashmir: Three tenders received, price bids to open soon
  • West Bengal: Signed 9 MoUs with estimated ₹10,000 crores opportunity
  • Bihar: Signed MoU for redevelopment projects
  • Ghitorni Project: MOU expected by December 2026
  • Dubai Operations: Groundbreaking ceremony expected November/December 2026
  • HSCC Merger: On fast track for better synergy

Additional Notes Section

  • The document includes the full transcript of the earnings conference call.
  • The company discussed both operational and financial performance with detailed project updates.
  • Management provided specific guidance for current and future financial years.