Sobha: On Track for a Record Year. Maintain BUY
Sobha (SDL) reported a robust Q2FY26 quarterly performance, validating our thesis with our ground-level assessment, which highlighted a critical...
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Sobha: Stable Demand, Strong Growth. Maintain BUY
Over the FY13-21 period, property prices increased from INR 6,500/sqft to INR 7,000/sqft, largely remaining flat with 1% growth CAGR
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Sobha: Strong kick-off to FY26. Maintain BUY
The company also delivered 1.07msf across key projects, showcasing its execution strength and in-house development capabilities
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Sobha: New growth drivers in place. Maintain BUY
Sobha Ltd (SDL) delivered a sharp sequential recovery in Q4FY25 with presales of INR 18.4bn (+24.4% QoQ, +18.1% YoY) c.50% from its new launches,...
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Sobha - Limited Launches Dampen Pre-Sales
SOBHA reported bookings of INR14b (37% below estimate) and -29%/+18% YoY/QoQ. SOBHA’s share of sales stood at INR12.5b, -28%/+27% YoY/QoQ.
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