Investor Presentation

Date: October 19, 2026 Department of Corporate Services The National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No C/1, G Block PJ Towers, Dalal Street Bandra Kurla Complex Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 532784 Scrip Code: SOBHA Dear Sir/Madam, Sub: Investor Presentation for the quarter and half year ended September 30, 2026 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached herewith the Investor Presentation of the Company for the quarter and half year ended September 30, 2026. Kindly take the aforesaid information on record in compliance of SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015. For Sobha Limited Bijan Kumar Dash Company Secretary & Compliance Officer Membership No. ACS 17222 SOBHA LIMITED Regd & Corporate Office: SOBHA Limited, Sarjapur - Marathahalli, Outer Ring Road (ORR), Devarabisanahalli, Bellandur Post, Bengaluru - 560103, Karnataka, India. CIN: L45201KA1995PLC018475 | Tel: +91 80 49320000 | www.sobha.com | Email: investors@sobha.com Investor Presentation Q2 FY 2027 SOBHA Bellevue, Calicut Built on Passion: Committed to Perfection “ Visionary 1995 Leadership At SOBHA, our passion for Founding Year excellence drives everything Founded by Mr. PNC Menon with a we do. We create enduring vision to redefine quality and excellence spaces through uncompromising quality, engineering excellence, 30+ 156 mn sft SOBHA PORTFOLIO customer-centricity and ethical business practices. Years of delivering international Completed development area quality real estate Residential Real Estate Commercial 14 28 Bangalore Our unique backward integrated operating model Institutional States Cities Headquartered with a strong focus on Contractual gives us end-to-end control Pan-India presence residential real estate Commercial across the development lifecycle from design and Glazing & Metal Works manufacturing to Certified 273 Manufacturing Interiors construction and delivery - ▤ ♜ Concrete Products ensuring world class quality, ISO 9001:2015 Awards for excellence in business, ISO 14001:2015 quality, leadership sustainability execution certainty ISO 45001:2018 Mattresses and timely completion. Retail metercube IPO in December 2006, QIP in July 2009, Rights Issue in August 2024 Transforming Strength to Sustainable Performance Built on a foundation of execution excellence, financial resilience and principles of disciplined growth Excellence at Scale Proven Track Record Future Value Drivers Project Pipeline & Outlook 14.47 Mn sft 156.45 599 Q2 FY27 Inventory with a sale value of ₹ 228.72 Bn Mn sft Nos Completed Developments 20.42 Mn sft Forthcoming launches with a sale potential of ₹ 313.53 Bn 7 51.75 35.97 Mn sft Mn sft Mn sft Total Land development potential - 347 Acres in 8 Cities Annual delivery rate* 50 projects under development including forthcoming launches ₹220.41 Bn revenue to be recognized from sold units 28 45 Cities + acres Manufacturing facilities & 14 states across India 30%+ projected project level EBITDA margin 4,500 12,700 + + ₹197.48 Bn marginal Cashflow from current & forthcoming projects Employees Technicians * Annual delivery rate (developable area) in last decade H1 F Y2027 HI GHL I GHTS Performance Highlights H1 FY27 Expansion anchored by stable financial footing, record sales, and healthy balance sheet RE Sales SOBHA Share New Launches Completions ₹58.62 Bn ₹48.74 Bn 7.92 Mn Sft 2.56 Mn sft Saleable Area 1,391 homes 83.1% of total sales Saleable Area: 3.76 Mn Sft 5 Projects across 3 Cities 17 Wings / Towers Units: 2,260 P&L Cashflow Debt (30th Sept ‘26) Credit Rating ₹23.47 Bn ₹40.09 Bn ₹15.05 Bn AA- Total Revenue Total Operational Cash Inflow Gross Debt Ind-RA AA- (Positive) ICRA AA- (Stable) EBITDA: ₹2.48 Bn Net Op. Cashflow: ₹7.55 Bn Cash Balance: ₹ 18.27 Bn PAT: ₹0.84 Bn (Before OCI) Net Cashflow: (₹4.86) Bn Avg. Interest Cost: 7.75% Net Debt: ₹ (3.22) Bn Launched 5 projects measuring 7.92 Mn Sft H1 FY27 Chikka Tirupati, Mysuru Calicut OMR, East Bangalore Sector 63A, Gurgaon Bangalore SBA : 198,536 sft SBA : 829,400 sft SBA : 5,393,060 sft SBA : 869,578 sft SBA : 625,172 sft Land : 10 acres Land : 4.3 acres Land : 47.4 acres Land : 6.2 acres Land : 26.1 acres Units : 126 Plots Units : 298 Homes Units : 3,484 Homes Units : 336 Homes Units : 388 Plots Sale Value : ₹ 120 Cr Sale Value : ₹ 1,150 Cr Sale Value : ₹ 7,500 Cr Sale Value : ₹ 2,200 Cr Sale Value : ₹ 250 Cr Price Band : ₹0.50 – 2 Cr Price Band : ₹3 – 5 Cr Price Band : ₹1 – 3.5 Cr Price Band : ₹4.5 – 8 Cr Price Band : ₹0.75 – 2.1 Cr Q2 FY27 Q1 FY27 Awards and recognition H1 FY27 21st Construction 17th CIDC Vishwakarma QCFI 9th Conclave Fire and Life Safety Times Real Estate Award 2026 compliance Award World Architect & 2026 Award 2026 FY 25 -26 Builder Award 2026 SOBHA awarded as the fastest SOBHA Contracts honored for SOBHA received GOLD Award SOBHA Avalon awarded best Fire SOBHA Awarded excellence in growing and top Real Estate Excellence in Health, Safety & for excellence in implementing and Safety compliance project in large scale township and urban company - 2026 Environment practices Quality driven practices GIFT CITY community development Sales & Operations New record in half yearly RE sales | Rs.58.62 Bn Q2 FY27 H1 FY27 Q2 FY27 (₹ Bn) H1 FY27 (₹ Bn) Total (sft) 1,421,454 3,756,940 13.18 33.85 Bangalore Bangalore 12.90 32.12 Sales Value (₹ Bn) 22.06 58.62 Sobha’s Share (₹ Bn) 18.82 48.74 5.90 19.74 NCR* NCR* 3.39 12.40 Realization (₹ / sft) 15,522 15,604 Regions New Sales Area ( sft) 2.23 3.57 Kerala* Kerala* 1.86 2.93 Bangalore 964,700 2,582,412 NCR* 239,905 801,030 0.11 0.29 Tamil Nadu* Tamil Nadu* 0.09 0.24 Kerala* 167,884 272,161 Tamil Nadu* 16,356 35,187 Other 0.65 Other 1.17 Regions* 0.58 Regions* 1.05 Other Regions* 32,609 66,149 Total Sale Value Sobha Share *NCR includes Gurgaon and Greater Noida ; Kerala includes Kochi, Thrissur, Calicut and Trivandrum ; Tamil Nadu includes Chennai and Coimbatore ; Other Regions includes Gift City, Hyderabad, Mumbai and Pune RE Sales Performance by Price Segment Q2 FY27 Sales Value Mix by Price Segment H1 FY26 vs H1 FY27 Sales value by Price Segment (₹ Bn) H1 FY26 H1 FY27 21.16 > ₹5 Cr., 26.2% 5,770 16.58 16.18 11.48 10.21 9.80 7.43 5.60 > ₹3 - ₹5 Cr., 23.1% 5,100 ₹22.06 Bn Total Sales Value < ₹2 Cr. ₹2 - ₹3 Cr. > ₹3 - ₹5 Cr. >₹5 Cr. ₹2 - ₹3 Cr., YoY% +12.4% -2.4% +31.9% +278.1% 29.5% 6,517 Contribution 25.6% | 19.6% 41.6% | 27.6% 18.7% | 16.7% 14.1% | 36.1% < ₹2 Cr., 21.2% Key SOBHA One World SOBHA One World SOBHA One World SOBHA Crescent 4,677 Projects SOBHA Boulevard SOBHA Ayana SOBHA Neopolis SOBHA Aranya SOBHA Madisson SOBHA Inizio SOBHA Magnus SOBHA Altus Heights SOBHA Metropolis SOBHA Rivana SOBHA Inizio SOBHA Atlantis SOBHA Infinia “Sales mix continues to strengthen towards premium segments, with strong luxury absorption driving H1 FY27 growth while maintaining diversified demand across price bands” Q2 & H1 Real Estate project completion Q2 FY27 H1 FY27 City / Region Projects No. of Units SBA (sft) No. of Units SBA (sft) SOBHA Dream Garden (W-10), SOBHA Neopolis (W-18), SOBHA Oakshire, SOBHA Victoria Park (W3 & W5), SOBHA Bangalore 354 730,287 859 1,444,829 Royal Crest (W1& W3), SOBHA Brooklyn Towers (W-3), SOBHA Galera, SOBHA Insignia, Sterling Infinia (W-3) Sobha City – Gurgaon (T – D2 & Z1), SOBHA International Gurgaon 114 316,399 116 322,983 City (Villa E-21) Kochi Marina One (W-E5), SOBHA Atlantis (B3 & B4) 252 439,552 348 662,385 Trivandrum SOBHA Meadows Whispering Hills (W-1) - - 48 95,993 Chennai SOBHA Arbor (W-6) - - 20 36,028 Total 720 1,486,238 1,391 2,562,218 • Completion is taken Tower/Wing basis for apartment projects and unit basis for villa/row house projects • A Tower/Project is declared as ‘Completed’ , once it is fit for living and made available to customers for interior fit outs • Out of the above completion, OC for 7 Towers / Wings measuring 1.4 mn.sft [Showing first 8,000 characters — download PDF for full document]