Stockrabit · Analysts
Questions across 2 calls

Pankaj Bobade

Affluent Assets

Sobha Limited

Sobha Limited CC-Oct25.pdf · 2025-10-18
Happy Diwali to all. Sir, I have , well, I would like to ask , I have a couple of questions. First is you have, in your 4 October press release, you have mentioned that our quarterly sales value was INR19.03 billion, that is INR 1,903 crores, out of which Sobha share was INR 1,537 crores. Whereas in this quarter, when we reported, the number is INR 1,407 crores. So just wanted to understand what is the discrepancy? What is the reason for this difference? Secondly, in your quarter 1 con call, you had mentioned that you would be growing at around 30% this year, that is in FY ’26 and over FY ’25, that is around INR4,000-odd crores of top line. And in FY ’27, you will be reaching around sales in the region of INR10,000-odd crores. But in answer to your previous participant, you mentioned that you will be reaching around INR8,000- plus crores in this year itself. So, I wanted to understand what is the , which of this should we consider? And yes, it will be better if you answer these questions first.
Sure. And sir, my final question is, is the worst behind us as far as legacy project is concerned, given the margins which have been tapering, which have cropped out now? And do we see going forward, our margins reaching our previous highs?

Vardhman Textiles Limited