AJMERANSEAjmera Realty & Infra India Limited· ConstructionHighPositive
Announced Mon, 25 May · 14:50 IST

Ajmera Realty & Infra India Limited has informed the Exchange regarding a press release dated May 25, 2026, titled "Ajmera Realty sustains profitability momentum; record FY26 performance sets visibility for accelerated growth".

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AJMERA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.2%1-day move
₹120.00
prior close
₹132.40
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AI summary

Ajmera Realty reported record FY26 performance with revenue up 46% YoY to INR 1,098 Cr, EBITDA of INR 306 Cr (up 25%), and PAT of INR 157 Cr (up 24%). The company achieved a historic pre-sales value of INR 1,701 Cr (57% YoY growth) and collections of INR 1,103 Cr (71% YoY growth). Management highlighted 5.1x increase in net profit over 5 years with 38% CAGR. Critically, the company successfully deleveraged its balance sheet, reducing Debt-to-Equity ratio to 0.53x from 1.13x in FY21, beating its own guidance of 0.85x. Looking ahead, management set an ambitious FY27 pre-sales target of INR 2,200 Cr and disclosed a launch pipeline with collective GDV opportunity of INR 24,918 Cr. However, EBITDA margins declined 477bps YoY to 28%, and Q4 showed sequential weakness with sales volume dropping 60% QoQ.

Likely market impact

Strong top-line growth and balance sheet deleveraging are positives, but margin compression is a concern. The FY27 INR 2,200 Cr pre-sales target signals management confidence, though it relies heavily on new launches and unlocking the Wadala land bank.