Eldeco Housing & Industries Ltd (Realty - Construction & Contracting) — fundamental analysis, earnings data, and key metrics. PE: 35.2. ROE: 5.7%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Shift to high-margin Imperia Phase 2 revenue recognition sustaining EBITDA margins at 35-40%
Impact: +₹5 Cr revenue
“Management stated: 'But there is no long-term reason to think that our EBITDA margin is going to fall below what it has been historically... definitely not what it is shown in this quarter. That's because of a one-off situation with Imperia 1.'”
What: Eldeco Trinity launch driving revenue growth at premium pricing
Impact: +₹36 Cr revenue
“CMD Pankaj Bajaj: 'we are expecting a realization of about INR6,000 per square foot at launch in both these projects'”
Earnings deceleration risks from management commentary
Trigger: Increased competition in luxury segment
Impact: -500 bps margin impact
Management view: Management acknowledged competitive pressure could reduce margins to 35-32% range from historical 40%.
Monitor: Quarterly EBITDA margin trend
Trigger: Revenue recognition timing shifts
Impact: -1500 bps margin impact
Management view: Management attributed Q3 FY25's low margins to 'preponderance of revenue recognition from Imperia Phase 1'
Monitor: Project-wise revenue recognition pattern
Key quotes from recent conference calls
“But there is no long-term reason to think that our EBITDA margin is going to fall below what it has been historically. A little bit, yes, because of competitive pressure, 40% could become 35%, 32% in that range. But definitely not what it is shown in this quarter. That's because of a one-off situation with Imperia 1. — Pankaj Bajaj”
“Yes. So, Tanisha, we are expecting a realization of about INR6,000 per square foot at launch in both these projects. So, state multiplication will give you INR360 crores of gross development value. — Pankaj Bajaj”
“Total income in 9MFY26 period stood at INR106.1 crores against INR70.7 crores in 9MFY25, a growth of 50% year-on-year. — Management”
Forward-looking targets from management for 2-4 quarters
Revenue Growth Target
50%
Implied PAT Growth
100%
OPM Guidance
35%
Key Milestones
• Imperia Phase 2 revenue recognition completion
• New project launches at ₹6,000/sq ft
The above analysis is parsed from publicly available earnings call transcripts. 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.
Eldeco Housing & Industries Ltd's latest quarterly results (Dec 2025) show
Eldeco Housing & Industries Ltd's current PE ratio is 35.2x.
Eldeco Housing & Industries Ltd's price-to-book ratio is 2.0x.
Eldeco Housing & Industries Ltd's fundamental strength based on key financial ratios
Eldeco Housing & Industries Ltd has a debt-to-equity ratio of N/A.
Eldeco Housing & Industries Ltd's return ratios over recent years
Eldeco Housing & Industries Ltd's operating cash flow is negative (FY2025).
Eldeco Housing & Industries Ltd's current dividend yield is 1.11%.
Eldeco Housing & Industries Ltd's shareholding pattern (Dec 2025)
Eldeco Housing & Industries Ltd's promoter holding has remained stable recently.
Eldeco Housing & Industries Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Eldeco Housing & Industries Ltd has 2 key growth catalysts identified from recent earnings analysis
Eldeco Housing & Industries Ltd has 2 key risks worth monitoring
In Q3 FY26, Eldeco Housing & Industries Ltd's management highlighted
Eldeco Housing & Industries Ltd's management has provided the following forward guidance for 2-4 quarters
Based on quantitative research signals, here is why Eldeco Housing & Industries Ltd may be worth studying
Eldeco Housing & Industries Ltd investment thesis summary:
Eldeco Housing & Industries Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
