NSEAnalysts/Institutional Investor Meet/Con. Call Updates21h ago · 30 Oct 2026, 06:07 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Runwal Enterprises Limited · RUNWALENTR

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Runwal Enterprises Limited held its first earnings conference call for Q1 FY27, discussing its unaudited financial results for the quarter ended June 30, 2026. The company's chairman and managing director, Subodh Subhash Runwal, presented an overview of the business, highlighting its residential development capabilities and upcoming projects. The company's total portfolio spans approximately 88 million square feet, with 20 million square feet ongoing and 56 million square feet upcoming.

Analysis Scores

Earnings Impact6/10
Growth Catalyst4/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk5/10
Liquidity Impact8/10
Market Sentiment5/10

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October 30, 2026 The Listing Department The Department of Corporate Services The National Stock Exchange of BSE Limited (“BSE”) India Limited (“NSE”) Phiroze Jeejeebhoy Exchange Plaza, C-1, Block G Bandra- Towers, Dalal Street Mumbai – 400001 Kurla Complex, Bandra (East) Mumbai – 400 051 Scrip Code: 544959 Symbol: RUNWALENTR Subject: Transcript of Earnings Conference call on Unaudited (Standalone and Consolidated) Financial Results for first quarter ended June 30, 2026 under Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI LODR”) Dear Sir/Madam, In furtherance to our Intimation Letter dated October 21, 2026, intimating schedule of Earnings Call and pursuant to Regulation 30 and 46 of SEBI LODR, the Transcript of Earnings Conference Call dated October 26, 2026 on Unaudited (Standalone and Consolidated) Financial Results for first quarter ended June 30, 2026 of the Company is enclosed herewith. The transcript is also being uploaded on the Company’s website and can be accessed at https://runwalenterprises.com/investor- relations. We request you to kindly take the same on record. Thanking You, For and on behalf Runwal Enterprises Limited Abhishek Kumar Jain Company Secretary & Compliance officer Runwal Enterprises Limited Q1 FY '27 Conference Call October 26, 2026 Moderator: Ladies and gentlemen, good day and welcome to Runwal Enterprises Limited Q1 & FY27 Earning Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing “*” then “0” on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Vikas Varma from EY LLP. Thank you and over to you, Vikas. Vikas Varma: Thank you, Danish. Good afternoon, everyone and thank you for joining us on this call. We are pleased to host the maiden Earnings Conference Call of Runwal Enterprises Limited following its listing on the stock exchanges. To discuss the Company's Q1 & FY27 performance and answer your questions, we have with us Mr. Subodh Subhash Runwal – Chairman and Managing Director, Mr. Pradumna Kanodia – Director and Mr. Shashi Bhushan, – Chief Financial Officer. Before we begin, please note that some statements made during this call may be forward- looking in nature. These statements are subject to risks, uncertainty and other factors that may cause actual results to differ materially from those expressed or implied. The discussion should be read together with the risks and other disclosures contained in the Company's filing with the stock exchanges. The Company does not undertake to update any forward-looking statement except as required by law. I will now invite Mr. Subodh Subhash Runwal to share his opening remarks. Over to you, sir. Subodh Subhash Runwal: Thank you, Vikas. Good afternoon, everyone and welcome to the First Earnings Call of Runwal Enterprises Limited as a listed Company. On behalf of the Company and the entire Runwal team, I would like to thank our shareholders for the confidence placed in us. Page 1 of 14 Listing is an important milestone, but we see it as the beginning of a new phase. As a listed Company, our focus will remain on disciplined execution, transparent communication and long-term value creation. Since this is our first maiden earnings call, I would like to give a brief introduction to our business followed by an update on the quarter and our priorities for the years ahead. Our Business and Operating Platform, The Runwal brand has been present in Mumbai real estate since 1978. Runwal Enterprises is focused primarily on residential development across Mumbai and the wider Mumbai metropolitan region. Our portfolio spans affordable, mid- income and luxury housing along with select commercial and retail developments. Our development capabilities cover stand-alone projects, gated communities and large integrated townships. We undertake projects through a mix of owned land, redevelopment, joint development arrangements and joint ventures. This gives us flexibility in capital deployment and allows us to pursue growth opportunities across different micro-markets and customer segments. We have a total portfolio of approximately 88 million square feet of which around 20 million square feet is ongoing and 56 million square feet is upcoming. This provides us with a substantial development runway for the next decade and gives us the visibility to sustain growth over the long term. The total developable area is approximately 88.4 million square feet of which about 74.6 million square feet related to residential development and approximately 6.37 million square feet of commercial development. Residential development remains the core of our business with a balanced presence across affordable, mid-income and luxury segments. Even though we are predominantly a residential developer, we are on the path to build a portfolio of annuity assets as well. These include Runwal BKC, a Grade A commercial development with a gross leasable area of approximately 0.31 million square feet and Nexus Runwal Garden City Mall with a gross leasable area of approximately 0.75 million square feet. Our two large integrated township platforms in Dombivali are a key part of this portfolio. These developments combine housing with schools, retail, commercial spaces, open areas and community infrastructure. The township model provides a long development runway, multiple launches opportunity and the ability to serve customers across different price points. We also have built a strong position in the eastern suburbs and Kalyan-Dombivali. Based on the industry research, Runwal was ranked third in Mumbai for new residential launches on sales between calendar year 23 and the first quarter of calendar year 27. We were also ranked first in eastern suburbs in terms of sales and first in Kalyan-Dombivali in terms of new launches over the same period. Our brand, local market knowledge, customer reach and execution capability have been built over several years. We have delivered more than 13,500 units and over 14 million square feet Page 2 of 14 of area. Our ability to sell through the construction period and in several projects command a premium to the relevant micro market is an important strength of the business. With that, I will now hand the call over to our director Pradumna Kanodia to take you through the operating performance for quarter one FY27. Over to you Pradumna. Pradumna Kanodia: Thank you Subodhji and good evening, everyone. The growth priorities for Runwal Enterprises is something which I want to summarize. Looking ahead, our strategy is to build around four priorities. First, we will continue to deepen our presence in Mumbai and the MMR area where we have established operating experience and brand recognition. The Mumbai metropolitan region is a deep and resilient real estate market supported by strong underlying demand and diverse customer segments. While there may be concerns around rising supply and oversupply in certain micro markets, we believe that quality inventory from established developers such as us with strong track record of execution will continue to attract demand, particularly as customers increasingly value timely delivery and reliability. We see opportunities in the southern part of Mumbai and the western suburbs. Second, we will continue to improve our presence towards luxury housing. Our entry into South Mumbai through 7 Mahalaxmi has marked our presence in the luxury segment in South Mumbai. Third, we will pursue capital efficient growth through redevelopment, joint development and partnership models. We will evaluate each opportunity based on location, customer demand, project economics, approval visibility and return on capital. Fourth, we will remain focused on executio [Showing first 8,000 characters — download PDF for full document]