Slide 1: Investor Update cover letter to stock exchanges
August 10, 2026 Scrip Code: 532832 Symbol: EMBDL BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Mumbai – 400 001 Bandra Kurla Complex, Mumbai – 400 051 Sub: Investor Update for the quarter ended June 30, 2026 Dear Sir/Madam
Slide 2: Investor Update Q1 - FY 2027
INVESTOR UPDATE Q1 - FY 2027 Code Name North Yelahanka | Rendered Image
Slide 3: Message from the Managing Director
MESSAGE | MANAGING DIRECTOR Investor Presentation – Q1 FY2027 Dear Shareholders, We have started FY27 with good momentum. Pre-sales for Q1 FY27 stood at approximately ₹868 crore, an increase of 338% over the same period last year, while collections grew 54% to approximately ₹496 crore. The quarter r
Slide 4: EDL Snapshot
EDL | SNAPSHOT Investor Presentation – Q1 FY2027 7+ Cities 40+ 38 msf Presence Projects(1) Portfolio (Saleable + Leasable) ~26 msf ~12 msf 3,251 acres Residential Commercial Land Bank (Retail + Office) (excl. Projects) ~57k INR Cr ~41k INR Cr ~16k INR Cr Total GDV(2) Residential GDV (2) Commercial G
Slide 5: Contents
Investor Presentation – Q1 FY2027 CONTENTS • Q1 FY 2027 Key Business Updates and Performance • FY 2027 Outlook and Launch Pipeline • FINANCIAL PERFORMANCE Cashflow & Profit & Loss • ANNEXURES Embassy Citadel | Rendered Image 4
Slide 6: Q1 FY 2027 Key Business Updates and Performance
Investor Presentation – Q1 FY2027 Q1 FY 2027 KEY BUSINESS UPDATES AND PERFORMANCE Embassy Terazza | Rendered Image 5
Slide 7: EDL Q1 FY 2027 Snapshot
EDL | Q1 FY 2027 SNAPSHOT Investor Presentation – Q1 FY2027 INR 868 Cr Pre-Sales for Q1 FY2027 INR 496 Cr Collections for Q1 FY2027 INR 19.8k Cr Launch pipeline GDV for FY2027 (Across 9 owned and 2 DM projects ) INR 276 Cr Construction Spend for Q1 FY27 Embassy Eden | Rendered Image 6
Slide 8: Key Highlights Q1 FY2027
KEY HIGHLIGHTS | Q1 FY2027 Investor Presentation – Q1 FY2027 • Pre-sales: INR 868 Cr in Q1FY27 vs INR 198 Cr in Q1 FY26, up 338% Y-o-Y • Area Sold: 484k sf in Q1FY27 vs 206k sf in Q1 FY26, up 135% Y-o-Y • Collections: INR 496 Cr in Q1FY27 vs INR 322 Cr in Q1 FY26, up 54% Y-o-Y • Construction spend(1
Slide 9: Q1 FY 2027 Growth Trajectory
Q1 FY 2027 | GROWTH TRAJECTORY Investor Presentation – Q1 FY2027 For the quarter ended 30th Jun 2026 Area Sold QoQ ('000 sqft) Pre-Sales QoQ (INR Cr.) Collections QoQ (INR Cr.) 2,000 3,000 700 1,783 2,632 1,800 577 600 2,500 1,600 496 1,400 500 1,192 2,000 414 1,200 400 359 1,000 1,500 1,392 300 800
Slide 10: Q1 FY 2027 OC Received Projects
Q1 FY 2027 | OC RECEIVED PROJECTS Investor Presentation – Q1 FY2027 PROJECT CITY PRE SALES SOLD RECIVABLES + INVENTORY INR Cr INR Cr 1 Embassy Grove Bangalore 22 24 (1) 2 Embassy Lake Terraces Bangalore (13) 78 3 Garden plots @ Embassy Springs Bangalore 5 66 (2) 4 Serene Amara @ Embassy Springs Bang
Slide 11: Launched & Under Construction Projects
Q1 FY 2027 | LAUNCHED & UNDER CONSTRUCTION PROJECTS Investor Presentation – Q1 FY2027 PROJECT TARGET OC CITY PRE SALES SOLD RECIVABLES + INVENTORY INR Cr INR Cr Ongoing Projects 1 Golf City, Savroli , Phase 2(1) FY 2027 Savroli, MMR 2 217 2 Embassy Edge @ Embassy Springs FY 2028 Bengaluru 53 438 3 E
Slide 12: FY 2027 Outlook
Investor Presentation – Q1 FY2027 FY 2027 OUTLOOK Embassy Verde | Rendered Image 11
Slide 13: FY 2027 Outlook
FY 2027 | OUTLOOK Investor Presentation – Q1 FY2027 INR 6k Cr(2) FY27 Pre Sales Target INR 19.8k Cr (1) INR 3k Cr(2) + New launch GDV FY27 collections INR 2k Cr FY27 Pre Sales – DM Projects (1) Including JV, landowner share and DM projects Codename North Yelahanka | Rendered Image (2) From existing
Slide 14: FY2027 New Launch Pipeline
FY2027 | NEW LAUNCH PIPELINE Investor Presentation – Q1 FY2027 # PROJECT TYPE CITY SALEABLE AREA GDV msft INR Cr 1 Embassy One – North Tower Apartments Bengaluru 0.4 1,400 2 Embassy Knowledge Park – Villas Villas Bengaluru 1.1 2,500 3 Embassy Knowledge Park – Apartments (South) Apartments Bengaluru
Slide 15: Future Developments
FUTURE DEVELOPMENTS Investor Presentation – Q1 FY2027 NO. PLANNED PROJECTS CATEGORY CITY SALEABLE AREA GDV msft INR Cr 1 Embassy One, Thane – Phase 3 Residential Thane, MMR 0.5 1,100 2 103 – Group Housing, Gurugram Residential Gurugram, NCR 0.8 1,300 3 Panvel - 2 Acres Residential Panvel, MMR 0.4 50
Slide 16: Projects Surplus
PROJECTS SURPLUS Investor Presentation – Q1 FY2027 Project Surplus (INR Cr) 65,000 55,000 6,100 45,000 35,000 610 25,000 50,822 15,000 29,684 5,000 6,181 (5,000) (15,000) (27,320) (25,000) (35,000) Inventory Sold Receivables Pending Costs Project Surplus Own Projects DM Projects All figures in INR c
Slide 17: Land Bank
LAND BANK Investor Presentation – Q1 FY2027 Our fully paid land banks of 3,251 acres represent a significant asset, positioning us for substantial future growth and offering strategic flexibility. • Total fully paid-up land bank of 3,251 acres, one of Region: North the largest amongst listed players
Slide 18: Financial Performance
Investor Presentation – Q1 FY2027 FINANCIAL PERFORMANCE Clubhouse at Embassy One Thane | Rendered Image 17
Slide 19: Cash Flow Abstract (Consolidated)
FINANCIAL PERFORMANCE | CASH FLOW ABSTRACT (CONSOLIDATED) Investor Presentation – Q1 FY2027 PARTICULARS (INR Cr) Q1 FY27 FY26 Opening cash and cash equivalents(1) 1,165 501 Net Operating cash flows(2) (285) 53 Net Investing cash flows 58 (23) Net Financing cash flows 264 629 Consolidation adjustment
Slide 20: Profit & Loss Abstract (Consolidated)
FINANCIAL PERFORMANCE | PROFIT & LOSS ABSTRACT (CONSOLIDATED) Investor Presentation – Q1 FY2027 PARTICULARS (INR Cr) Q1 FY27 Q4 FY26 Q1 FY26 FY26 Revenue from operations 217 342 681 1,732 Add: Interest and other income 25 65 13 173 Total Income 241 407 694 1,905 Less: Construction costs + Other cost
Slide 21: Cap Table
FINANCIAL PERFORMANCE | CAP TABLE Investor Presentation – Q1 FY2027 Shareholding Pattern as on Jun 30, 2026 Top 5 Investors as on June 30, 2026 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% Blackstone Group 10.6% Other Public 30.9% Florence Investment Ltd 6.0% Promoters 42.7% Baillie Gifford Group 3.6% Quant
Slide 22: Board of Directors
BOARD OF DIRECTORS Investor Presentation – Q1 FY2027 21
Slide 23: Leadership Team
LEADERSHIP TEAM Investor Presentation – Q1 FY2027 22
Slide 24: Annexures
Investor Presentation – Q1 FY2027 ANNEXURES Embassy Greenshore | Rendered Image 23
Slide 25: Embassy Group Overview
Investor Presentation – Q1 FY2027 EMBASSY GROUP OVERVIEW Living Room at Embassy Eden | Rendered Image 24
Slide 26: Embassy Group Credentials
EMBASSY GROUP | CREDENTIALS Investor Presentation – Q1 FY2027 30+ Years of 100 Million Sq. Ft. Presence in Partnerships with Launched India’s First Excellence in Real Delivered & 22 cities PAN India Private Equity & Global Publicly Listed REIT Institutions Estate Managed Across Businesses 25
Slide 27: Embassy Group Companies and Businesses
EMBASSY GROUP | COMPANIES Investor Presentation – Q1 FY2027 EMBASSY GROUP | BUSINESSES WeWork Commercial Residential Embassy India Completed Comp leted 126.9K+ Desks Services 54+M Sq. Ft. 21+M Sq. Ft. AUM 130M Sq. Ft. 76 Centres Energy Hospitality Operational Plant Comple ted 1,741 Keys 100 MW Ongoi
Slide 28: Community Outreach
Investor Presentation – Q1 FY2027 COMMUNITY OUTREACH 27
Slide 29: Community Outreach Impact
COMMUNITY OUTREACH | IMPACT Investor Presentation – Q1 FY2027 EDUCATION & COMMUNITY 10,000 113 390 995 Students supported Educators Scholarships Students in 25 schools, 13 empowered awarded supported through anganwadis career guidance INFRASTRUCTURE 15 20 04 28 Classrooms Toilets School projects Gov
Slide 30: Community Outreach Impact
COMMUNITY OUTREACH | IMPACT Investor Presentation – Q1 FY2027 PREVENTIVE HEALTH 28 15 25 282 Schools receive deep Solar units RO units Repairs and cleaning. Hand wash serviced serviced upgrades campaigns have conducted been carried out CORPORATE CONNECT 06 03 08 160+ Partnered Embassy CSR projects E
Slide 31: Notes & Glossary
NOTES & GLOSSARY Investor Presentation – Q1 FY2027 Notes: • All figures in this presentation are as of Jun 30, 2026, unless otherwise stated • Figures has been rounded off to nearest single decimal / integer for ease of presentation • Area (msf) represents unsold residential saleable area including
Slide 32: Disclaimer
DISCLAIMER Investor Presentation – Q1 FY2027 This presentation (“Presentation”) is for informational purpose only and does not constitute a prospectus, offering memorandum or an offer, or a solicitation of any offer, to purchase or sell any securities of Embassy Developments Limited (“Company”) or i
Slide 33: Thank You
Investor Presentation – Q1 FY2027 THANK YOU Website: embassyindia.com | Email: ir@embassyindia.com | Office: +91 22 6572 2233 Mumbai Corporate Office: One World Center, Tower 2A, 4th floor, Senapati Bapat Marg, Mumbai – 400013 Bengaluru Corporate Office: Embassy One – Pinnacle, 14th floor, Bellary R