SOBHA

What Sobha promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 28 tracked 5 delivered 6 missed 17 open
  • Long Term Gross Debt delivered said Q2 FY25 Promised: ~₹1,600 crores Q1 FY27: Gross debt at ₹1,110 crores remains well below the original long-term target.
  • FY25 Annual Presales went quiet said Q2 FY25 Promised: ₹8,500 crores Q1 FY27: Promise period has passed. No final update ever provided.
  • Margin Improvement Timeline delayed said Q2 FY26 Promised: significantly improve starting from next financial year (FY27) Q1 FY27: I still expect the margins to be significantly better in the second half... Q2 might be similar. But Q3 and Q4 sequentially should become better.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 28 tracked commitments for Sobha — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens