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Investor Presentation

Ajmera Realty & Infra India Investor Presentation: Key Takeaways

Ajmera Realty reported Q1 FY27 revenue of ₹320 Cr (up 23% YoY) and PAT of ₹45 Cr (up 14% YoY). Strategy focuses on unlocking the Wadala land bank and executing a ₹3,000 Cr launch pipeline.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth23% YoY growth in Q1 FY27.
MarginsEBITDA margin stable at 29%; PAT margin at 14%.
Order bookSales value of ₹146 Cr in Q1; 43,000 sq. ft. sold.
Demand visibilityStrong for luxury; ₹3,846 Cr revenue visibility from current projects.
Management confidenceHigh, citing strong structural demand and strategic connectivity.

Growth

Revenue grew 23% YoY to ₹320 Cr; EBITDA rose 18% to ₹94 Cr with a 29% margin.

Outlook

Targeting ₹6,500 Cr in launches for FY27. Debt/Equity ratio guided to reach 1x by year-end for expansion.

Risks

Regulatory delays in land conversion at Kanjurmarg and potential seasonality in residential demand.

Last quarter's promises, checked

Delivered

  • Guided FY26 presales INR 1,600 Cr → delivered INR 1,701 Cr (= BEAT)
  • Guided debt-to-equity 0.85x → delivered 0.53x (= BEAT)

Partly delivered

  • Guided FY27 presales target INR 2,200 Cr → Q1 actual INR 146 Cr (= PARTIAL)

Missed

  • Guided Kanjurmarg launch Q4 FY26/Q1 FY27 → delayed for land conversion (= MISS)
Source

Investor Presentation filed with BSE, NSE: AJMERA. Summary written with AI assistance from the document.

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Ajmera Realty & Infra India Ltd: key numbers

Share price
₹120.82
Market cap
₹2,378 Cr
Revenue (annual)
₹1,090 Cr
Net profit (annual)
₹149.8 Cr
P/E (TTM)
15.4×Sector 35.8×
Promoter holding
68.56%+0.33% QoQ
FII holding
0.95%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:29 IST BSE
Annual General Meeting

Ajmera Realty & Infra India Annual General Meeting

Ajmera Realty & Infra India Ltd. held its 39th Annual General Meeting on 23rd September 2026. All listed agenda items were transacted during the meeting.

13:11 IST BSE
Board Meeting Outcome

Ajmera Realty & Infra India Board Meeting Outcome

Ajmera Realty's board approved NCD/bond issuance up to Rs.500 Crores via private placement. Shareholder approval is required before execution.

Value
₹500.0 Cr
18:33 IST BSE
Board Meeting Date

Ajmera Realty & Infra India Board Meeting Date

Ajmera Realty will hold a board meeting on September 10, 2026, to consider and approve a fund-raising proposal via the issuance of Non-Convertible Debentures.