Q3 Performance Metrics
Keystone Realtors Limited reported robust volume growth in the third quarter of FY26, even as value-driven sales metrics softened. Area sold increased by 13% year-on-year to 0.46 million square feet. However, pre-sales revenue declined by 3% to ₹837 crore, and collections fell by 3% to ₹524 crore.
Nine-Month Snapshot
The first nine months of FY26 presented a stronger picture. Area sold surged 43% year-on-year to 1.59 million sq ft. Pre-sales saw a healthy 23% rise, reaching ₹2,676 crore, with collections up 12% to ₹1,768 crore. The company has achieved 67% of its full-year pre-sales target within this period.
Strategic Focus on Redevelopment
Boman Irani, CMD of Keystone Realtors, highlighted strong operational momentum and disciplined execution. The company launched one new project in Q3 FY26 with an estimated Gross Development Value (GDV) of ₹919 crore. Redevelopment efforts in Mumbai remain a core strategic driver, with one new project added in Q3 (0.13 million sq ft saleable area, ₹382 crore GDV).
Business Development Guidance Met
For the year-to-date FY26, Keystone has added four redevelopment projects, boasting a cumulative saleable area of 3.48 million sq ft and an estimated GDV of ₹8,649 crore. This performance surpasses its full-year business development guidance, underscoring the strategic importance of Mumbai's redevelopment market.
Profitability Concerns
Earlier, in Q2 FY26, Keystone Realtors reported a significant drop in profitability. Net profit plunged 87% year-on-year to ₹8.5 crore, while revenue declined 6.3% to ₹499.3 crore. EBITDA margins contracted sharply to 3%, reflecting increased costs or pricing pressures during that period.
Shares of Keystone Realtors were trading down 0.61% at ₹518.60 as of noon, continuing a six-month decline of 21.93%.