Update shared on 06 Dec 2025
Fair value Increased 0.26%Narrative Update
Analysts have nudged their price target for Embassy Office Parks REIT slightly higher to approximately ₹453 per unit from about ₹452, reflecting modestly improved profit margin expectations that more than offset slightly softer growth and valuation assumptions.
What's in the News
- Entered definitive agreements to acquire a 0.3 msf Grade A office property in Embassy GolfLinks Business Park, fully leased to a leading global investment firm, for an enterprise value of about INR 8,520 million. This strengthens its presence in a high demand Bengaluru micro market (Key Developments).
- Board meeting scheduled on December 02, 2025, to consider acquisition of 100 percent equity in Eleanor Realty Holdings India Private Limited, owner of the Pinehurst commercial office building in Embassy GolfLinks, for an enterprise value of INR 8,520,000,000, along with other business matters (Key Developments).
- Declared a Second Quarter FY2026 distribution of INR 617 crores, or INR 6.51 per unit, with a record date of November 08, 2025, and payment expected on or before November 14, 2025 (Key Developments).
- Board meeting held on November 05, 2025, to review unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, and to consider distributions to unitholders for the quarter (Key Developments).
Valuation Changes
- Fair Value per Unit has risen slightly from approximately ₹452.13 to about ₹453.30, reflecting a modest upward revision in intrinsic value.
- Discount Rate has increased marginally from around 13.09 percent to about 13.12 percent, indicating a slightly higher implied risk or return requirement.
- Revenue Growth has eased slightly from roughly 12.75 percent to about 12.67 percent, pointing to a modestly softer growth outlook.
- Net Profit Margin has risen moderately from about 29.56 percent to approximately 30.54 percent, suggesting improved profitability expectations.
- Future P/E has edged down from about 33.39x to roughly 32.51x, implying a slightly lower valuation multiple on forward earnings.
Disclaimer
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