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Earnings Call

Ashiana Housing Earnings Call: Key Takeaways

Ashiana Housing delivered a record FY26 with booking value surging 25% to ₹2,421 crores. Management is pivoting aggressively toward high-margin senior living, which now drives over half of long-term strategic focus.

Highlights
Revenue growthFY26 total income more than doubled compared to FY25 performance.
MarginsEBITDA margins at 14.85% for FY26, expected to improve by FY28.
Order bookTotal project pipeline roughly 96 lakh square feet across various phases.
Demand visibilityStrong senior living traction driven by demographic shifts and financial independence.
Management confidenceBalanced but cautious regarding labor shortages and execution timelines.

Growth

Bookings grew 25% YoY; Senior living segment bookings specifically jumped 55% to ₹570 crores, showing structural shift.

Outlook

Targeting ₹2,200 crore pre-sales in FY27; ROE target set at 20%+ for FY27 through premiumization.

Risks

Concentration in Tier-2 markets and persistent litigation/customer dissatisfaction issues in specific legacy projects like Ashiana Anmol.

Source

Earnings Call filed with BSE, NSE: ASHIANA. Summary written with AI assistance from the document.

Read the document ↗

Ashiana Housing Ltd: key numbers

Share price
₹389.70
Market cap
₹3,917 Cr
Revenue (annual)
₹1,143 Cr
Net profit (annual)
₹117.9 Cr
P/E (TTM)
33.1×Sector 35.8×
Promoter holding
61.11%+0.00% QoQ
FII holding
8.19%Current quarter

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

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