VG

Early Stock picker and analyst

[VG @cavarun82]

Guess the company Potential Multibagger

Clue : Operating Margin is 44 to 48%

[VG @cavarun82]

@sunilgurjar01 I agree not current darlings but high potential future darlings 😎🚀

[VG @cavarun82]

@OnlyKamal111 Akshar Chemical
Eldeco Housing

Both are ignored stories but can give 10x return in next two years

[VG @cavarun82]

Guess the company turnaround story

Market cap 800 crs

DM if need the name and target

[VG @cavarun82]

2 Lac each in five possible Multibagger where future stories will play out in future

Innova captap Huge expansion in Jammu facility
Eldeco Housing Aggressive pipeline and yearly sales will be 300 crs plus
Visaka - Turnaround story
Akshar Chemical Turnaround story
Steel-cast - Play on Export , auto and defence

[VG @cavarun82]

@BaijuBears Eldeco Housing and Akshar Chemical

[VG @cavarun82]

@multibaggerwala Eldeco Housing , Visaka and Akshar Chem

[VG @cavarun82]

@sunilgurjar01 Innova captap
Eldeco Housing
Visaka
Akshay Chemical
Steelcast

[Equity Earnings @Pkjat340]

ELDECO HOUSING & INDUSTRIES Ltd Concall Summary for Q1FY27

Q1 FY27 Performance
- Booking value: ₹105.7 Cr.
- Area booked: 1.26 lakh sq.ft.
- Collections: ₹131.2 Cr.
- Collections grew 68%+ YoY.
- Construction spend: ₹57.8 Cr.
- Construction spend grew 47.2% YoY.
- 52 homes delivered during Q1.
- Total income: ₹50.3 Cr.
- Total income grew 62.7% YoY.
- EBITDA: ₹18.7 Cr.
- EBITDA margin: 37.1%.
- PAT: ₹15.1 Cr.
- PAT grew 380%+ YoY.
- PAT margin: 30%.

Project Performance
- Imperia Phase 2 drove ~85% Q1 revenue.
- Imperia Phase 2 gross margin ~60%.
- Remaining Phase 2 inventory: ₹170-180 Cr.
- Most Phase 2 inventory expected within FY27.
- Eldeco Imperia Avenue launched successfully.
- 44 units sold at launch.
- Launch booking value: ~₹14.6 Cr.
- Trinity Faith tower launched in June.
- 20-25 Faith bookings are under conversion.
- Q2 should show stronger Faith traction.

Legacy Inventory
- Legacy unsold inventory: ~₹75 Cr.
- Management targeting aggressive liquidation.
- 40-60% may be liquidated in FY27.
- Focus remains on closing older projects.
- Existing inventory is largely de-risked.
- Pricing can reflect current market rates.

Forthcoming Projects
- Forthcoming pipeline: 3.4 Mn sq.ft.
- Almost entire pipeline targeted for FY27 launches.
- Approvals remain the main uncertainty.
- Management expects nearly 100% launch.
- Solano Gardens continues steady sales.
- Remaining Solano inventory targeted for liquidation.
- 9.5-acre group housing project planned.
- Additional 5-acre extension also available.
- Both could progress during FY27.

Latitude 27
- Completion certificate targeted November 2027.
- Tower-wise completion may enable earlier recognition.
- Company targets some recognition during FY27.
- Internal estimate: 15-20% recognition possible.
- Timing could shift to FY28.
- RERA extensions may affect timelines.

Land Bank Expansion
- 50+ acres contracted in prime Lucknow location.
- Additional ~15 acres aggregated.
- New land strengthens growth visibility.
- 50-acre project could materially change trajectory.
- Vertical versus horizontal mix is under evaluation.
- Development strategy will prioritize capital efficiency.
- Land will be monetized through development.

Margin Outlook
- Q1 margin benefited from Imperia mix.
- Horizontal projects offer higher margins.
- Vertical projects generally carry lower margins.
- Management sees strong horizontal opportunities.
- 50-acre project is also planned around this strategy.
- Portfolio will balance horizontal and vertical projects.
- Margin optimization remains a key focus.

Lucknow Market
- Lucknow remains a strong growth market.
- Gomti Nagar remains highly attractive.
- Shaheed Path continues strong investor interest.
- Commercial rates remain steady with upward bias.
- Organized commercial development is gaining traction.
- Inbound migration supports housing demand.
- Kanpur-Lucknow Expressway boosts city connectivity.
- Residential demand remains self-sustaining.

FY27-FY28 Outlook
- FY27 expected to show strong growth.
- FY28 onwards expected to be pivotal.
- Sales trajectory should improve significantly from FY28.
- Pre-sales growth expected to accelerate.
- Larger project pipeline supports future scale.
- Management avoided specific forward revenue guidance.
- Future growth depends on execution and launches.

Capital Allocation
- Strong free cash supports expansion.
- Land banking remains a priority.
- Management wants capital-efficient development.
- Buyback and capital-return options are under consideration.
- Open-market buyback is among evaluated options.
- Capital may instead fund future development.
- Objective is to optimize capital structure.
- Shareholder value remains a stated priority.

Growth Strategy
- Maintain strong execution discipline.
- Launch projects quickly after approvals.
- Monetize land without prolonged holding.
- Build robust future land bank.
- Balance horizontal and vertical projects.
- Focus on higher-margin developments.
- Expand presence across Lucknow opportunities.
- Convert land pipeline into development value.

Key Risks
- Project approvals can cause delays.
- Construction timelines may shift.
- RERA extensions can affect recognition.
- Launch timing depends on approvals.
- Real estate demand remains market-dependent.
- Large land projects require disciplined execution.
- Sales timing can impact quarterly results.

KEY TAKEAWAY
- Strong pipeline supports significant FY28 growth.
- Land additions strengthen long-term Lucknow opportunity.

[VG @cavarun82]

Eldeco Housing a great company in the making available at 12 Forward PE and great visibility on profits and future revenues.

Kindly request to issue bonus shares to reward in investors

[VG @cavarun82]

@Deb00711 Main board

[ASHISH SHAH @Ashish_shah72]

ELDECO HOUSING: Q1 CONS NET PROFIT 151M RUPEES VS 31.3M (YOY)

ELDECO HOUSING: Q1 REVENUE 491M RUPEES VS 287M (YOY)

ELDECO HOUSING: Q1 EBITDA 174M RUPEES VS 32M (YOY) || Q1 EBITDA MARGIN 35.5% VS 11.2% (YOY)

[VG @cavarun82]

Guess the company name

DM for details

[Attentive investor @stockmarket8058]

8 . Eldeco Housing & Industries Ltd 🔖
#eldecohousing

[myAlerts.in @myAlerts_in]

#ELDEHSG
Eldeco Housing & Industries Ltd | Earnings Call Summary (Extract) - Jun-2026 Qtr | Disc: AI generated, please verify

Management Guidance and Outlook

■ Management expressed strong confidence in the company's growth trajectory, stating that FY28 onwards will mark a "pivotal change" in both pre-sales and recognized revenue.
■ For FY27, the company expects to show "reasonably strong growth" over FY26. The booking value is also expected to demonstrate strong growth.
■ A significant portion of the future project pipeline, totaling 3.4 million sq. ft., is slated for launch within the current financial year (FY27), which will provide strong visibility for future sales and revenue recognition.
■ The newly contracted 50-acre land parcel is considered a very large and prime project that is expected to make a "distinct change in the trajectory of the financials of this organization."
■ The company plans to continue its focus on disciplined execution, improving profitability, and converting its expanded land pipeline into value-accretive development opportunities.

[VG @cavarun82]

@StockGoel

Any view on Eldeco Housing

[VG @cavarun82]

What the Chart is saying

No resistance and only sky blue skies now

Target 540

[VG @cavarun82]

Guess the company Name

Market cap is less than 300 crs

[VG @cavarun82]

Eldeco Housing a great company in the making available at 12 Forward PE and great visibility on profits and future revenues.

Kindly request to issue bonus shares to reward in investors

[Mrinal Mahanti @responsivelp]

Eldeco Housing & Industries Q1 FY27 Concall: Strong Bookings & Project Pipeline Drive Growth - YouTube https://t.co/DIhXof0VrM