BSECompany Update13 Aug 2026 · 13 Aug 2026, 01:22 pm

Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Transcript of Earnings Conference Call Dear Sir/Ma'am, Pursuant to ....

Modis Navnirman Ltd · 543539

✦ AI Summary▲ PositiveResults

Modis Navnirman Ltd has announced its Q1 FY27 earnings, with revenue from operations growing 27.92% year-on-year to INR58.26 crores, EBITDA growing 14.25% year-on-year to INR11.65 crores, and profit after tax growing 25.81% year-on-year to INR8.54 crores.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Modis Navnirman Ltd - 543539 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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MODIS NAVNIRMAN Date: 13/08/2026 To, To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, Corporate Relationship Dept., Plot No. C/1, ‘G’ Block, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Dalal Street, Fort, Bandra (E), Mumbai — 400 051 Mumbai — 400 001 Symbol - MODIS Scrip Code — 543539 Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 — Transcript of Earnings Conference Call Dear Sir/Ma’am, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we wish to inform you that the Transcript oft he Earnings Conference Call held on Monday, August 10, 2026, for discussing the Financial Results (Standalone and Consolidated) of Modis Navnirman Limited for the quarter June 30, 2026, is available on the Company’s website at the link given below: https://modisnavnirman.com/ (Under Investor Relation — Financials —Select year 2026— Earnings Calls Transcript Q1 FY 26- You are requested to kindly take the aforesaid on your record. Kindly take the above information on record. Thanking you, For Modis Navnirman Limited - Digtally signed by Nishi Mahek nishi Mahek Modi Modi Date: 2026.08.13 12:10:57 +05'30" CS Nishi Modi Company Secretary and Compliance Officer ACS-68212 MODIS NAVNIRMAN LTD. |CIN:L45203MH2022PLC377939 Corporate Address: Shop No. 01, Rashmi Heights, M.G. Road, Kandivali (W), Mumbai - 400 067. © info@modisnirman.com | & www.modisnirman.com | © +91 9819 9891 00 MODIS NAVNIRMAN We Don't Build Walls, We Build Homes “Modis Navnirman Limited Q1 FY27 Earnings Conference Call” August 10, 2026 MODIS ADFACTORS PR We Don't Build Walls, We Build Homes MANAGEMENT: MR. MAHEK MODI— WHOLE-TIME DIRECTOR AND CHIEF FINANCIAL OFFICER — MODIS NAVNIRMAN LIMITED ADFACTORS PR —MODIS NAVNIRMAN LIMITED Page 1 of 11 MODIS NAVNIRMAN Modis Navnirman Limited We Dori't Build Walls, We Build Homes August 10, 2026 Moderator: Ladies and gentlemen, good day and welcome to Modis Navnirman Limited Q1 FY27 Earnings Conference Call. As areminder, all participant lines will be in the listen-only mods, and there will be an opportunity for youto ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mahek Modi. Thark you, and over to you, sir. Good afternoon everyone, and thank you for joining Modis Navnirman Q1 FY27 carnings call. Mahek Modi: On behaofl tfhe management team, I sincercly appreciate your time and interest in our company. Before I getto the numbers, I would just like to brief about the company that is Modis Navnirman Limited. The numbers what we speak — sorry, since our founder Dinesh Modi set up Modis Navnirman in 2009, we have built this business around one simple belicf, that we don't just build walls, we build homes. This isn't a tagline for us, itis a filter which we run every, in every decision which we take, which socicty we partner and how we design our tower, how we treat our family that has trusted their money and time with us, and the roof which we provide them over their heads during a redevelopment. A house becomes a home with love, and that is the standard we hold ourselves to, project after project. I say this deliberately that it is casy... because it is casy in this industry to be measured purcly on land banks and square footages. We'd be rather measured on trust, and this quarter, I think you will see that trust translating into both scale and performance. Now, I'would like to give you a bricf about the financial performance what we have done in the quarter. The revenue from operations grew 27.92% year-on-year to INR58.26 crores compared to what it was last year Q1 FY26, INR45.54 crores, and it has grown 13.15% from the Q4 of FY26. EBITDA grew 14.25% year-on-year to INR11.65 crores from INR10.20 crores given in Q1 FY26, and 1ose 54% subsequently in Q4 FY26. The profit after tax grew 25.81% year-on-year to INR8.54 crores compared to INR6.79 crores which was given in Q1 FY26, and rose 92.04% in Q4 FY26. Basic EPS for the quarter stood INR4.36 against the Q1 FY26 of INR 3.47 One number I want to specifically mention is the area sold, which in Q1 FY27, we have sold around 44,000 square feet. To me, that number best capturcs what's actually happening on the ground, and more families arc choosing us to make home with us quarter-on-quarter. Twould like toalso give you a bricf on the expansion which we have achicved in the Q1 quarter. In this quarter, we have undertaken one more new project, that is Necl Kiran Socicty in Santacruz West. Like we had promised in our other con-calls and presentation that we will be expanding Page 2 of 11 MODIS NAVNIRMAN Modis Navnirman Limited We Dori't Build Walls, We Build Homes August 10, 2026 in the Bombay zone, sotill now we had projects in the westem zone, but now we have expanded to the Santacruz and other sides of Bombay as well. Together with this, currently we have six ongoing projects and 14 completed projects, and five upcoming projects across Bombay and its region, taking our portfolio to 25 premium residential projects. This isn't just for growth sake. Every one of the projects sits in a micro-market we understand deeply: Malad, Kandivali, Borivali, Dahisar, Goregaon, and now Khar, which comes to us through our redevelopment model, which we've always kept an asset-light model, wherein we partner with socictics rather than competing for lands in open market. This keeps our land cost low and puts owr capital where it belongs, into construction and into families waiting for their homes, and not into land bari sitting idle on balance sheet for quarters- on-quarters. Exceution on the ground, I would like to give you a brif of the first quarter which is going on. The exccution this quarter was steady across all six projects. Rashmi Square has completed 22 slabs. Rashmi Signature completed its 20th slab. Rashmi Delight completed its 14th slab, and Rashmi Manorath completed its 13th slab. Rashmi Ieon and Rashmi Avenue, both are progressing tremendously on their plinth stage. This is exactly the kind of discipline and on- schedule exceution we want every investor and every homebuyer to able to sct their watch by. Looking ahead, so when people ask us how different we are from every other real estate company, this is our answer. We arc not chasing the biggest land banks in Bombay. We are building the most trusted name in Mumbai redevelopment. One family, one socity, one home at atime. Our job is now to keep doing exactly what has gotten us here disciplined exceution on ground, financial prudence on the balance sheet, and widening our reach into the neighborhoods that are ready to grow with us. With this, I would like to keep the floor open for any questions. Thank you very much. We will now begin the question-and-answer session. The first question Moderator: is from the line of Rohit Mehra from SK Securities. Please proceed. Hi, sit. Good afternoon and thank you for the opportunity. So, my first question is how many of Rohit Mehra: new projects do you expect to add during FY27? FY27, sce, in redevelopment there is no guarantee how much projects, when - because, sce, it Mahek Modi: is a tender process wherein we fill our tenders, then society takes their time to study, to select, do everything. So, I can't promise on the number which we are undertaking, but, Yes, probably we arc in good positions in two to three development stages, wherein we are in the top three category. So, we are expecting this plus whatever more tenders come and whatever we achicve, that. Rohit Mehra: Got i, sir. So, pertaining to that only, so are we seeing any changes in the pricing trends across your key micro-markets? No, there are no price ~ pricing trends have been similar to what it is. Pricing depends mi [Showing first 8,000 characters — download PDF for full document]