ASHIANANSEAshiana Housing Limited· ConstructionMediumNeutral
Announced Fri, 6 Jun · 13:52 IST

Ashiana Housing Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ASHIANA · 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

Awaiting price reaction for this filing.

AI summary

Ashiana Housing reported FY25 booking value of Rs. 1,936.75 crores, up 7.7% YoY, driven by better pricing and project mix. However, total revenue dropped sharply to Rs. 557.45 crores from Rs. 966.52 crores last year due to delays in delivering projects like Advik Phase-1, Anmol Phase-2 and Shubham 4B, which slipped into FY26. FY25 PAT fell to Rs. 18.24 crores from Rs. 83.4 crores, though pre-tax operating cash flow hit a record Rs. 429.9 crores. Senior living sales grew 25% to around Rs. 360 crores and the segment now accounts for 33% of the sales pipeline, with a Rs. 1,000 crores-plus annual target in mind. The company is targeting Rs. 2,000 crores of pre-sales for FY26, with FY26 revenue seen around Rs. 1,200 crores, and expects margins to improve meaningfully from FY27-FY28. Three new projects are lined up for FY26 launch in Gurgaon, Jamshedpur and Jaipur.

Likely market impact

Short-term, profitability stays under pressure due to legacy project deliveries, but cash flow remains strong and credit rating reaffirmed at ICRA A Stable. The medium-term setup looks better: Rs. 11,000 crores of cumulative sales targeted by FY30 with around Rs. 2,000 crores of profits, and rising senior living contribution should support margin expansion from FY27 onwards.