Logotype for Sobha Limited

Sobha (SOBHA) investor relations material

Sobha Q2 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Sobha Limited
Q2 25/26 earnings summary18 Oct, 2025

Executive summary

  • Achieved record H1 FY26 sales value of ₹39.81 bn (INR 3,981 crore), with 2.84 mn sq ft sold and 81.7% share attributed to the company; strong Q2 performance driven by integrated sales and marketing, with Bangalore and NCR as key contributors.

  • Net cash position achieved, with net operational cash flow of ₹9.09 bn (INR 909 crore) in H1 FY26; board approved unaudited financial results for Q2 and H1 FY26.

  • Total revenue for H1 FY26 grew 44.9% year-over-year to ₹23.71 bn, with EBITDA of ₹2.31 bn (9.7% margin) and PAT of ₹0.86 bn (3.6% margin).

  • Expansion into Greater Noida and 12 cities, with 2.25 mn sq ft completed and 1.65 mn sq ft launched in H1 FY26.

  • Statutory auditors issued unmodified review reports for both standalone and consolidated results.

Financial highlights

  • Q2 total income: INR 1,469 crore; H1 total income: INR 2,371 crore; standalone revenue for Q2 FY26 was ₹14,833.70 million, up from ₹9,121.71 million in Q2 FY25.

  • Q2 EBITDA: INR 157 crore (margin 10.7%); H1 EBITDA: INR 231 crore (margin 9.7%); Q2 PAT: INR 72.5 crore (margin 4.9%); H1 PAT: INR 86 crore (margin 3.6%).

  • Consolidated revenue for Q2 FY26 was ₹14,076.16 million, with consolidated net profit of ₹725.27 million.

  • Q2 net operational cash flow: INR 513 crore; H1: INR 909 crore, up 79.1% year-over-year; net cash position at quarter end: INR 751 crore.

  • Q2 collections: INR 2,046 crore (historic high); H1 collections: INR 3,824 crore, up 30.9% year-over-year.

Outlook and guidance

  • Targeting launches of 8–9 million sq ft in FY26 across 7–8 projects, with a strong residential pipeline of 15.96–16.69 million sq ft and commercial pipeline of 0.74 million sq ft.

  • Guidance for FY26 pre-sales remains at INR 8,500 crore, with potential upside if momentum continues.

  • Inventory visibility of 26.98 mn sq ft and sales value of ₹395.05 bn, with 84.2% effective share in forthcoming projects.

  • Expecting improved margins as higher-margin projects are completed and recognized in the coming quarters and next financial year.

  • Management believes ongoing legal and regulatory matters will not have a material adverse impact on financial results.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Sobha earnings date

Logotype for Sobha Limited
Q3 25/265 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Sobha earnings date

Logotype for Sobha Limited
Q3 25/265 Feb, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage