Aditya Birla Real Estate has informed the stock exchanges that its representatives will participate in the 360 ONE Capital 16th Annual Investor Conference — TRINITY INDIA 2026. The disclosure was made in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations & Disclosure Requirements) Regulations, 2015.

Conference Participation Details

The company’s management will engage in one-on-one and small group meetings with investors during the event. The conference is scheduled to take place at the Grand Hyatt-Kalina in Mumbai.

Disclosure and Compliance

Aditya Birla Real Estate clarified that no unpublished price sensitive information will be shared or discussed during the conference. The intimation, signed by Atul K. Kedia, Jt. President (Legal) & Company Secretary, further noted that the schedule may change due to exigencies on the part of the investor or the company.

Aditya Birla Real Estate Limited has released the transcript of its Q4FY26 Earnings Conference Call conducted on May 7, 2026, at 11:00 AM IST, following the Board of Directors meeting held on May 6, 2026. The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, vide filing reference SH/XII/031/2026-27 dated May 13, 2026. The filing was signed by Atul K. Kedia, Joint President (Legal) & Company Secretary, on behalf of Aditya Birla Real Estate Limited (formerly known as Century Textiles and Industries Limited).

Conference Call Details

The earnings call was hosted by HDFC Securities Limited and moderated by Mr. Jay Shah. The following table summarises the key details of the conference call:

Management Participation

The conference call featured senior leadership from Aditya Birla Real Estate Limited, ensuring comprehensive coverage of business operations and strategic outlook.

Q4FY26 and Full Year FY26 Performance Highlights

Opening the call, Managing Director R.K. Dalmia highlighted that Q4FY26 was one of the company's strongest quarters to date. The company achieved presales of ₹4,288 crores, reflecting a robust 69% quarter-on-quarter increase, while collections for Q4FY26 stood at ₹994 crores. Area sales reached 3 million square feet, marking an impressive 75% quarter-on-quarter growth. For the full year FY26, the company closed with presales of ₹8,136 crores, collections of ₹3,341 crores, and area sold of 5.5 million square feet.

Project-Wise Sales Performance

The strong quarterly performance was driven by new launches across key regions. The following table captures the contribution from each major project during Q4FY26:

Management noted that Birla Arika Phase 2 in NCR achieved 97% of launch inventory sold in Q4 alone. In Worli (MMR), Birla Niyaara Tower B recorded net sales of approximately 119 units out of 148 units.

Macroeconomic and Sector Context

Management noted that India's economy remained resilient in Q4FY26, with FY26 GDP growth estimated at 7.6% and FY27 projections at 6.9%. Inflation remained under control at approximately 3.2% to 3.4% in early 2026, with FY27 projections at 4.6%. On regional pricing trends, year-on-year price growth was recorded at 7.4% in MMR, 13.9% in Bengaluru, 8.5% in NCR, and 6% in Pune. Premium and luxury segments continued to outperform, while affordable and mid-income demand softened.

Business Development and Strategic Outlook

On the business development front, management disclosed that the company is currently pursuing a pipeline of approximately ₹60,000 crores in GDV, with MMR accounting for approximately ₹35,000 crores of that total. The company announced its maiden redevelopment project in Khar with a GDV potential of ₹1,700 crores, for which the Development Agreement has been signed and the demolition process has commenced. The company's total GDV portfolio stands at approximately ₹70,000 crores to ₹72,000 crores, of which approximately ₹31,700 crores has been launched.

Regarding the ITC transaction, CFO Keyur Shah confirmed that the Competition Commission of India approval has been received and certain state-level approvals remain pending, with the transaction expected to conclude in the current quarter. On construction spend, management guided FY27 pure construction spend at approximately ₹1,200 crores, compared to ₹924 crores in FY26. The company also reported mutual fund balances of approximately ₹1,000 crores and cash and RERA balances of approximately ₹1,300 crores at the consolidated level.

Recognitions and ESG Highlights

During the call, management highlighted several recognitions received during the period. The British Safety Council conferred the prestigious "Sword of Honour" along with a 5 Golden Star rating for the company's safety practices. Birla Estates was recognised as one of the Best Organisations for Women 2026 at the 6th Edition of ET Now. Business World ranked Aditya Birla Real Estate among India's top 60 most sustainable companies and number 2 in the real estate and REITs category.

Access to Transcript

The transcript of the Q4FY26 Earnings Conference Call is available on the company's official website at www.adityabirlarealestate.com . The audio recording of the earnings call can also be accessed via the Aditya Birla Real Estate Q4FY26 Earnings Call Recording .