Ajmera Realty & Infra India Limited has informed the Exchange about Transcript
AJMERA · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Ajmera Realty reported its best quarterly performance in 5 years for Q1 FY26, with revenue rising 32% year-on-year to INR 260 crore and net profit up 20% to INR 39 crore. Collections grew a strong 42% year-on-year to INR 234 crore, while EBITDA margin held steady at 31%. The company reduced overall debt by 6% to INR 619 crore and improved its debt-equity ratio to 0.5x, the lowest in recent history, with weighted average cost of debt down to 11.75%. Management outlined a robust launch pipeline of INR 6,500 crore across 7-8 projects this fiscal year and is targeting delivery of around 1,000 homes. Total revenue visibility stands at INR 8,100 crore, including INR 6,457 crore from the launch pipeline. Key projects in focus include the Wadala (Bhakti Park) residential launch expected in Q2 FY26 pending CRZ and BMC approvals, a Bandra project also on track for Q2, and the large Kanjurmarg land awaiting a Supreme Court hearing.
Strong Q1 numbers, improving balance sheet, and a clear INR 8,100 crore revenue visibility pipeline should support positive sentiment. Progress on regulatory approvals and project launches in the coming quarters will be key triggers for the stock.