BSE Realty Real Estate Sector Regulatory Filings — April 30, 2026

30-04-2026

Mahindra Lifespace Developers Limited reported FY26 residential pre-sales of ₹3,405 Cr, up roughly 20-21% YoY, with Q4 at ₹1,633 Cr driven by launches like Blossom (60% sold quickly) and 40% from sustainable sales; combined Resi+IC pre-sales reached ₹4,120 Cr, collections exceeded ₹2,100 Cr, and net debt-to-equity stood at -0.27. IC&IC showed strength with ₹360 Cr new lease revenue in Q4 from Origins Chennai, contributing to significant PAT growth. However, only 5 of 8 planned launches occurred, Q4 GDV addition was nil due to caution, current inventory rose to ₹6,200 Cr with ₹3,000 Cr unsold from Rainforest, and IC active in only 3-4 of 6 locations.

• ·GDV additions sustained at ₹18,000 Cr for FY26, matching FY25, with total portfolio exceeding ₹45,000 Cr target
• ·Received 2 OCs in early April 2026, in line with FY26 plan of 8
• ·Strategic partnership with Mitsui Fudosan; first infusion completed for Blossom (49% stake)
• ·FY27 pre-sales guidance: ₹4,500-5,000 Cr, expecting breakout growth with reduced reliance on new launches (aiming 40-60 sustenance sales)
• ·IC&IC guidance: ₹400-500 Cr annual revenue, ~₹550 Cr PAT contribution potential
• ·Net debt-to-equity: -0.27 (cash rich)

30-04-2026

The Phoenix Mills Limited reported strong FY26 consolidated revenue growth of 16% YoY to ₹4,423 Cr and EBITDA growth of 22% YoY to ₹2,637 Cr, driven by retail rental income up 10% to ₹2,157 Cr, consumption up 21% to ₹16,587 Cr, office leasing momentum, resilient hotel EBITDA up 14% to ₹276 Cr, and residential bookings doubling to ₹471 Cr. However, Q4 retail EBITDA remained flat quarter-on-quarter despite 31% consumption growth, office income recognition lags leasing with newer assets ramping from low base at 62% occupancy, and rental growth trailed consumption due to lease structure lags and ramp-up phases. Net debt to EBITDA improved slightly to 1.19x despite elevated capex.

• ·Leasing included marquee brands like Apple, Ikea, Uniqlo, Bershka, Rolex, Golden Goose, Lego, Victoria's Secret.
• ·36-50% of retail portfolio area up for renewal over next 2-3 years.
• ·Office expansions in Thane, Coimbatore, Chandigarh moving to execution stage.
• ·Average realisation for Bengaluru residential projects: Rs. 28,000-29,000 per sq ft.

30-04-2026

Lodha Developers Limited reported robust FY26 performance with presales reaching INR205 billion (up 16% YoY), record Q4 presales of INR58.9 billion (up 23% YoY), PAT of INR34.3 billion at 20% margin (up 24% YoY), and operating cash flow of INR71 billion, while adding 12 projects with INR600 billion GDV. However, adjusted EBITDA grew only 14% due to lower land sales causing margin compression, collections increased modestly by 5% YoY, and environmental clearance delays hampered construction and new launches in the first three quarters. FY27 guidance includes presales of INR240 billion at 32-34% EBITDA margin, assuming Middle East normalization.

• ·Available GDV excludes long-term township land not for use in next 5 years.
• ·NCR entry via 2 JDA land pieces in Gurgaon; operations to start FY27.
• ·Palava data center land value up 8x in 4 years; Maharashtra Green Data Center policy incentives.
• ·Estimated annual rental income from existing annuity assets to reach INR10 billion by FY31.
• ·DevCo on track to become debt-free; future debt against RentCo rental income.
• ·Medium-term PAT target: >INR85 billion by FY31 at 20% CAGR.
• ·South & Central Mumbai branded developers' share rose from 30% to 40%.

30-04-2026

Sobha Limited announced a conference call scheduled for May 5, 2026, at 5:00 PM IST with analysts and institutional investors to discuss operational and financial performance for Q4FY26 and FY26 ended March 31, 2026. The call will be led by Managing Director Jagadish Nangineni and CFO Yogesh Bansal. This update complies with Regulation 30 of SEBI LODR.

• ·Scrip Codes: BSE 532784, NSE SOBHA
• ·Dial-in details: Universal Access +91 22 6280 1144 / +91 22 7115 8045; Toll-free: Singapore 8001012045, Hong Kong 800964448, UK 08081011573, USA 18667462133
• ·CIN: L45201KA1995PLC018475

30-04-2026

Sobhagya Capital Options Private Limited submitted the Post-Offer Advertisement for their open offer to acquire up to 7,03,43,853 equity shares of Rs. 10/- each, representing 26.00% of the equity and voting share capital of IDREAM Film Infrastructure Company Limited (Scrip Code: 504375), at Rs. 10/- per fully paid-up equity share. The advertisement, dated April 25, 2026, was scheduled for publication on April 27, 2026, but released on April 29, 2026, due to an inadvertent error and published in Financial Express (English), JANSATTA (Hindi), and Pratahakal (Marathi). This fulfills regulation 18(12) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.

• ·CIN: U74899DL1994PTC060089
• ·SEBI Regn No. MB/INM000008571
• ·Scrip ID/BSE Code: 504375
• ·Post-Offer Advertisement dated April 25, 2026