SOBHA IN EQUITY
loading…—
Day range—
52-week range—
Market cap—
P/E · TTM—
As of—
| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | 4,671 | 4,671–4,671 | 90.0% | CAPEX | FY26 | DISC | 90% |
| “Details of the business activities (accounting for 90% of the turnover): Sr. No. Description of Main Activity Description of Business Activity % Turnover of th…” AR · +2 DOC | ||||||||
| WIPROWipro Ltd. | UNSTATED | 4,671 | 2,569–4,671 | 90.0% | — | FY25 | EST | 70% |
| “Corporate clients include the Lulu Group, Biocon, Dell, Bosch, Syngene, Taj Hotels, HCL, Wipro, Infosys, ITC Hotels, Huawei Technologies, Manipal Group, GAR Co…” AR DOC | ||||||||
| Mumbai | REV SHARE | 1,022 | 1,022–1,022 | 33.0% | — | FY24 | DISC | 90% |
| “Mumbai Mumbai Metropolitan Region (MMR) is the largest residential real estate market among the top seven cities in India, accounting for 24-25% of the area so…” AR · +2 DOC | ||||||||
| INFYInfosys Ltd. | REV SHARE | 323 | 323–323 | 8.0% | — | FY25 | DISC | 90% |
| “Contractual: Following is the performance of the Contracts Vertical: (in ₹ million) Particulars 2024-25 2023-24 2022-23 2021-22 2020-21 Revenue – Contractual 3…” AR · +1 DOC | ||||||||
| BOSCHLTDBosch Ltd. | UNSTATED | 85 | 46–85 | 1.6% | — | FY25 | EST | 70% |
| “Corporate clients include the Lulu Group, Biocon, Dell, Bosch, Syngene, Taj Hotels, HCL, Wipro, Infosys, ITC Hotels, Huawei Technologies, Manipal Group, GAR Co…” AR DOC | ||||||||
| GMRAIRPORTGMR Airports Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Currently, Mr. Amarthaluru serves as an Independent Director on GMR Group companies, including GMR Airports Infrastructure Limited (formerly GMR Infrastructure…” AR · +1 DOC | ||||||||
| JSWSTEELJSW Steel Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Post-retirement, he transitioned to corporate roles, serving as a corporate advisor to JSW Steel for five years and currently acting as an Independent Director…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Indicate product category Reclaimed products and their packaging materials as % of total products sold in respective category Not applicable 176| BUSINESS R E …” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “[Not Applicable as the Listed Entity has not raised any funds by issue of listed debentures during the financial year under review (f) The Securities and Excha…” AR · +1 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “He is having expertise in Business Development, Product Design and Development, Land purchase & Legal, Litigations & Court Proceedings, Customer Relations, Sal…” AR · +1 DOC | ||||||||
| Authority. | CONTRACT | CT 202 | — | — | — | FY26 | EST | 70% |
| “In respect of this transaction, the Enforcement Directorate ('ED') after due investigation has filed a complaint with Adjudicating Authority, Prevention of Mon…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Contracts Completed (Area in million square feet) Bengaluru 14.96 Mysore 10.64 Pune 6.52 Hyderabad 6.29 Chennai 4.48 Mangalore 2.57 Thiruvananthpuram 5.36 Koch…” AR · +1 DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The Company had immediately filed an appeal with Karnataka Appellate Tribunal (‘KAT’) challenging the above order, and KAT had passed an interim order dated 1 …” AR · +1 DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Branded Homes Premium Branded residential developers command 10–15% price premium (Knight Frank, 2024) Organised Housing Growth Projected to grow at a 9.2% CAG…” AR DOC | ||||||||
| BIOCONBiocon Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Corporate clients include the Lulu Group, Biocon, Dell, Bosch, Syngene, Taj Hotels, HCL, Wipro, Infosys, ITC Hotels, Huawei Technologies, Manipal Group, GAR Co…” AR DOC | ||||||||
| ITCHOTELSITC Hotels Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Corporate clients include the Lulu Group, Biocon, Dell, Bosch, Syngene, Taj Hotels, HCL, Wipro, Infosys, ITC Hotels, Huawei Technologies, Manipal Group, GAR Co…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “b) Click on “Investor Mapping” tab under the Menu Section c) Map the Investor with the following details: A. ‘Investor ID’: (i) NSDL demat account – User ID is…” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “26 OTHER INCOME Particulars Year ended 31 March 2025 Year ended 31 March 2024 Interest income on - Bank deposits 597.02 246.88 - Loans to related parties (refe…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Less: Inter segment revenues (2,576.69) (1,697.18) Net revenue from operations 53,676.64 40,666.65 Segment Cost Real estate Land purchase and related cost 19,3…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 10-NOV-26 |
| RATINGS | 0/1 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.850 | 14-NOV-26 | Infosys Ltd. share 6% · Bosch Ltd. share 2% · Wipro Ltd. share 92% |
| CUST MOM 1M | +11.8% | 14-NOV-26 | from 15-OCT-26 · GMR Airports Ltd. +9.4% w 0 · JSW Steel Ltd. +12.3% w 0 · Biocon Ltd. +3.4% w 0 · Bosch Ltd. +9.7% w 0 · Wipro Ltd. +11.8% w 1 · ITC Hotels Ltd. +9.4% w 0 |