Summary:
Oberoi Realty Ltd reported a 29% year-on-year increase in consolidated net profit to ₹760 crore for Q2 FY26, supported by robust sales across residential and commercial segments. The company also announced a second interim dividend of ₹2 per share, highlighting strong shareholder returns amid rising input costs and project expenditures.
Strong Financial Performance in Q2 FY26
Oberoi Realty, a leading real estate developer in India, posted a consolidated revenue of ₹1,779 crore for the quarter ended September 2025, up 34.8% YoY from ₹1,320 crore in the same period last year.
The company’s EBITDA rose 25.3% YoY to ₹1,020 crore, compared with ₹814 crore a year ago. While the operational performance remained solid, the EBITDA margin moderated to 57.3% from 61.7% YoY, primarily due to higher input costs and project-related expenses.
Interim Dividend Declaration
The Board of Directors approved a second interim dividend of ₹2 per share, equivalent to 20% of the face value of ₹10 each for FY25-26. The record date for the dividend is October 21, 2025, with payments scheduled to commence on or before November 4, 2025.
This dividend reinforces Oberoi Realty’s commitment to consistent shareholder returns, reflecting strong cash flow from ongoing and completed projects.
Market Activity and Investor Moves
In July, an institutional investor offloaded approximately 3% of Oberoi Realty’s equity in a $230 million block deal at a floor price of ₹1,753.2 per share, slightly below the market price at the time. This move underscores ongoing investor interest in the company’s strong fundamentals and growth prospects.
Key Drivers of Growth
The Q2 performance was largely driven by healthy demand across residential and commercial projects, coupled with strategic project execution. Oberoi Realty continues to benefit from:
- Robust urban demand in key metro markets
- Timely project deliveries and pre-sales collections
- Strategic pricing and product mix in high-demand residential segments
Despite rising input costs, the company has maintained strong operational efficiency, enabling it to deliver consistent profitability.
Outlook
With a strong project pipeline and continued focus on premium residential and commercial developments, Oberoi Realty is well-positioned to sustain growth and enhance shareholder value. The Q2 results, along with the interim dividend announcement, reflect the company’s resilience in a competitive real estate market and its commitment to long-term value creation.
Investors and analysts will closely watch the upcoming project launches and pre-sales performance for the remainder of FY26 to assess how Oberoi Realty navigates the evolving real estate landscape.
Disclaimer:
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