HDFC Securities analyst Unmesh Sharma favors SBI Life and Power Grid for their strong growth prospects. Meanwhile, consumer stocks such as Asian Paints, Crompton, and Sobha are considered attractive due to a post-valuation correction, according to Sharma.

HDFC Securities indicates a positive stance towards L&T and Sobha, but expresses caution for M&M, APL Apollo, and Quess due to industry issues and current valuations.

Sobha Ltd shows a strong increase of 60% in quarter-on-quarter revenue during Q4, signaling a promising financial outlook. The company aims to launch approximately 10 million square feet of new projects in the upcoming fiscal year 27.

Sobha anticipates a 30% increase in sales for FY27, mirroring the previous year's performance, as stated during a recent conference call update, signaling a steadfast commitment to growth.

Sobha anticipates generating a net cash flow of approximately 20 billion INR by the fiscal year 2027, while maintaining land acquisition costs around 1100-1200 crores, which was similar to last year's expenditure.

Sobha aims for a 30%+ EBITDA margin on projected $2.5 billion (≈₹18,600 crore) unrealized revenue, with upcoming projects eyeing EBITDA margins between 24%-26%.

Sobha Ltd saw a significant jump in Q4 profit (PAT) by 124% compared to the previous quarter and 104% year-on-year, reaching INR 0.92 billion. The revenue also increased by 60% to INR 20.3 billion, while collections rose by 26% year-on-year to INR 19.9 billion.

Sobha Ltd reported a significant increase in Q4 net profit by 124% year-on-year to 92 crore INR, with revenue growth of 60.2% to 1,908 crore INR. The company also announced a dividend of 6 rupees per share and reappointed key directors. Sobha's shares closed at 1,447 INR on the BSE, marking a 1.1% increase.

Sobha Limited announces a proposed dividend of INR 6 per share for the financial year 2026, offering a return to shareholders.

Sobha Limited's Q4 net profit experienced a substantial 125% increase, reaching ₹918 million compared to the previous year. The company's revenue for the same period also saw a notable jump of approximately 60%, amounting to ₹19.88 billion.

Sobha Ltd recorded a strong sales figure of INR 81.4 billion in FY26, covering 5.5 million square feet of saleable area and delivering 5.4 million square feet. The company's cash inflow amounted to INR 78 billion, with a net cash flow of INR 1.7 billion. Sobha also announced the launch of luxury real estate projects in Trivandrum, Bangalore, and Noida.

Sobha Limited will convene a board meeting on May 4, 2026, to review and approve their FY26 audited financial results. The meeting aims to decide on the recommended dividend distribution and ensure compliance with SEBI regulations for both standalone and consolidated results.

The Nifty Realty index experienced a significant 24% surge in April, marking superior performance compared to the Nifty 50. Notably, companies like Sobha, Godrej Properties, Phoenix, and others have bounced back by up to 37% from their 52-week lows. However, the real estate sector is currently grappling with cost pressures due to ongoing geopolitical tensions.

HDFC Securities has upgraded Godrej Properties to a 'Buy' recommendation, alongside Prestige Estates, Oberoi Realty, and Sobha, due to revised target prices caused by slower deal closures in the real estate sector.

Nuvama advises buying Sobha Limited shares with a predicted price of Rs 1,631, suggesting a potential increase of 41%. This recommendation follows strong FY26 pre-sales for Sobha, totaling Rs 8,140 crore and boosted by Bengaluru's 55% contribution. (Financial Express)

Investors are encouraged to buy shares of TVS Motor, Marico, Adani Ports, and Sobha due to their strong performance indicators such as Marico's robust food segment, TVS Motor's pricing advantage, and Adani Ports' potential growth. On the contrary, Dabur is considered a less attractive investment opportunity, with weaker earnings in Q4.

Sobha Ltd broke a revenue record in FY26, reaching ₹81.36 billion with a 30% year-on-year increase, of which ₹67.06 billion was attributed to Sobha's own projects. Bangalore led the way with ₹44.78 billion in sales, followed by NCR with ₹24.55 billion. New developments were launched in six cities, including Noida and Mumbai.

Sobha Limited has announced a impressive Q4 revenue of INR 20.39 billion, showcasing solid growth in their sales.