Premium projects accounted for 69% of the developer’s ₱67-billion residential reservations in the first nine months of 2026, reflecting its focus on well-located homes, thoughtfully planned communities and disciplined growth.
MANILA, Philippines — Premium projects posted ₱46.2 billion, or about 69 percent, of Ayala Land Inc.’s roughly ₱67 billion in residential sales reservations in the first nine months of 2026, according to the company’s 9M results briefing.
Sales performance during the period demonstrated a clear flight-to-quality, with premium developments accounting for ₱46.2 billion, or roughly 69 percent, of total residential reservations.
Core residential projects generated ₱20.7 billion in sales reservations over the same nine-month timeframe, with buyer take-up concentrated within ALI’s established integrated townships.
During the third quarter of 2026, total residential take-up reached ₱20.5 billion, with high-end demand holding steady near second-quarter levels despite high interest rates weighing on broader real estate credit. Most of these sales were in projects within Ayala Land’s estates, showing strong demand for developments in master-planned communities.
“Demand for premium products remains resilient, reflecting a clear focus on quality and value,” said Mike Jugo, Ayala Land’s Chief Commercial Officer. “We are also seeing stronger interest from end-users, who are looking for the right location, the right product, and a community that can sustain its value over time.”
Management highlighted that total residential inventory currently stands at ₱99 billion, equivalent to roughly 15 months of supply, marking the developer’s lowest inventory buffer since 2017.
“Our gross sales take-up has remained relatively stable, notwithstanding the decline in our available inventory, said Meean Dy, President and Chief Executive Officer of Ayala Land. “This year, we deliberately chose to limit new launches to approximately P5 billion, prioritizing the sell-down of existing inventory. This was a conscious and intentional decision, reflecting our focus on inventory management and disciplined capital deployment.”
The inventory control forms one of three core corporate priorities set by management to buffer against economic volatility, alongside scaling recurring income from leasing and hospitality and fortifying the balance sheet.
Financially, Ayala Land posted a net income of ₱17.5 billion for the nine-month period, supported by a ₱6.0 billion net income in the third quarter.
On operational execution, the firm has turned over approximately 8,000 units year-to-date, with 5,000 additional units scheduled for delivery by December to complete its full-year commitment of 13,000 units.
Turnovers this year included Park Central Towers, which was named to Robb Report Philippines’ 2026 Best of the Best list for real estate. Deliveries also commenced at Gardencourt Residences in Arca South in September, with Parklinks North Tower scheduled to follow before year-end.
“Looking ahead, we see pockets of opportunity in the market. We have a pipeline of approximately P30 billion in potential launches planned for 2027, which gives us the flexibility to respond to market conditions and capitalize on opportunities as they emerge,” Dy added.
Later this month, Ayala Land brings an Avida horizontal development in its Tarlac estate to market. For 2027, it plans about ₱30 billion in horizontal launches outside Metro Manila, where it sees the deepest demand.
