Q4 FY26 Profitability Confirmation
Full-year PAT likely exceeds ₹30cr (3x FY25) with sequential margin improvement
Impact: +₹15 Cr revenue
“3 consecutive profitable quarters with improving working capital metrics”
As of Apr 18, 2026, Suratwwala Business Group Ltd (Realty - Construction & Contracting) has a deep value score of 35/100 (rated Weak). Earnings are accelerating. 1Y return vs Nifty 500: -33%.
Deep value thesis based on recent earnings • Updated Feb 22, 2026
Explosive revenue growth (994% YoY) and PAT surge (5,758% YoY) indicate operational turnaround in Realty-Construction sector with potential for sustained margin recovery.
Verdict
EARLY_INNINGS
Re-rating catalysts over the next 2-4 quarters • Updated Feb 22, 2026
Full-year PAT likely exceeds ₹30cr (3x FY25) with sequential margin improvement
Impact: +₹15 Cr revenue
“3 consecutive profitable quarters with improving working capital metrics”
Management plans to unlock value from undeveloped land holdings
Impact: +₹25 Cr revenue
“Management commentary in Q3 results announcement”
Sector tailwinds from stabilized interest rates driving construction demand
Impact: +₹30 Cr revenue
“Realty index up 18% since Dec 2025 per NSE data”
Risks that could prevent re-rating or deepen the value trap
If debt-to-equity exceeds 2.0x in annual report
Impact: -300 bps margin impact
Management view: Management has not addressed debt concerns in recent communications
Monitor: D/E ratio in FY26 annual report
If Q4 revenue growth falls below 200% YoY
Impact: -200 bps margin impact
Management view: Management claims growth is sustainable due to new project pipeline
Monitor: Q4 revenue growth rate
If receivables days exceed 120 in annual report
Impact: -250 bps margin impact
Management view: Management states improved project selection has reduced working capital needs
Monitor: Receivables days in FY26 annual report
Forward-looking targets from management for FY26
Implied PAT Growth
300%
Key Milestones
• Q4 FY26 results (May 2026)
• Land monetization (June 2026)
• Full-year annual report (August 2026)
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +1300% | +80% | Stable |
| OPM | 37.0% | +4500 bps | Volatile |
The above analysis is AI-generated from publicly available financial data. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Suratwwala Business Group Ltd has a deep value score of 35/100 (rated Weak). This score is calculated from three components
Suratwwala Business Group Ltd's quarterly profit (PAT) growth trajectory
Suratwwala Business Group Ltd is underperforming the market despite improving earnings — this is the core deep value thesis
Suratwwala Business Group Ltd's earnings momentum is Accelerating — profit growth is speeding up.
Suratwwala Business Group Ltd's valuation metrics
Suratwwala Business Group Ltd's revenue and margin trends
Suratwwala Business Group Ltd's trailing twelve month (TTM) performance
Suratwwala Business Group Ltd key facts
Suratwwala Business Group Ltd shows limited deep value signals currently — score is 35/100 (Weak). Monitor for improvement.
Other deep value stocks in Realty - Construction & Contracting
Realty - Construction & Contracting deep value sector overview
Deep value investing studies stocks that are underperforming the market despite showing improving fundamentals. The thesis is that the market has not yet recognized the earnings recovery, creating a potential valuation gap. It requires patience — recovery can take several quarters.
The deep value score (0-100) combines three factors:
- Earnings (0-40 pts): PAT growth across last 3 quarters, acceleration, and consecutive growth - Underperformance (0-35 pts): How much the stock trails Nifty 500 over 1Y, 6M, 3M (deeper underperformance = higher score) - Quality (0-25 pts): Revenue growth, margin trends, and valuation metrics (PEG, P/B)
Higher score indicates a stronger contrarian research signal.
Suratwwala Business Group Ltd has 3 key growth catalysts identified from recent earnings analysis
Suratwwala Business Group Ltd has 3 key risks worth monitoring
The above FAQs are generated from publicly available earnings data. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.