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Investor Presentation

Arihant Superstructures Investor Presentation: Key Takeaways

Arihant Superstructures reported Q1FY27 revenue of INR 1,316 Mn with an EBITDA margin of 20.94%. The firm is transitioning towards high-margin luxury projects and hospitality assets while maintaining a robust 21 mn sq. ft. pipeline.

Highlights
Revenue growth8.76% YoY
MarginsEBITDA margin at 20.94%; focusing on cost controls to normalize margins.
Order book21 million sq. ft. development pipeline across 19 projects.
Demand visibilityHealthy underlying demand across core territories like MMR and Jodhpur.
Management confidenceHigh; upgrading delivery targets to 2,500 units this fiscal.

Growth

Pre-sales increased 15% YoY to INR 1,731 Mn; Operating Revenue grew 8.76% YoY to INR 1,316 Mn.

Outlook

Targeting delivery of over 2,500 units in FY27. Forthcoming project portfolio has a revenue potential of INR 100 Bn.

Risks

Facing increased input costs from West Asia geopolitical issues and labor shortages due to elections.

Last quarter's promises, checked

Delivered

  • Guided >2,000 unit deliveries in FY27 → delivered 1,495 in Q1 (= BEAT)
  • Targeted 25-30% CAGR pre-sales growth → delivered 15% YoY growth (= BEAT)
  • Guided EBITDA margin 25-27% for new projects → delivered 20.94% overall (= BEAT)

Partly delivered

  • Guided debt reduction of 453 Cr secured debt → debt-to-equity at 0.91 (= PARTIAL)

Missed

  • Guided free cash flow positive in 2 years → net debt remains high at INR 8,177 Mn (= MISS)
Source

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

Read the document ↗

Arihant Superstructures Ltd: key numbers

Share price
₹242.70
Market cap
₹1,050 Cr
Revenue (annual)
₹551.0 Cr
Net profit (annual)
₹28.28 Cr
P/E (TTM)
42.5×Sector 35.8×
Promoter holding
71.10%+0.00% QoQ
FII holding
0.18%Current quarter

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

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