Ajmera Realty Q4 & FY26 Earnings Call Transcript Released
Ajmera Realty reported record FY26 presales of ₹1,701 crore (up 57% YoY) and collections of ₹1,103 crore (up 71% YoY). FY26 revenue was ₹1,098 crore (up 46%), EBITDA ₹306 crore (up 25%), and PAT ₹157 crore (up 24%). Debt-equity ratio improved to 0.53x. For FY27, presales target is ₹2,200 crore.
The announcement details record financial results, significant growth metrics, improved debt management, and clear future growth targets. This information is highly material for investors and stakeholders, impacting the company's valuation and future outlook.
The company reported record financial performance with significant year-on-year growth in sales, collections, revenue, EBITDA, and PAT. The debt-to-equity ratio has also improved, indicating strong financial health and operational efficiency. Management expressed confidence in future growth prospects.
Ajmera Realty & Infra India Limited has released the transcript of its Earnings Call held on May 25, 2026. The call discussed the Audited Standalone & Consolidated Financial Results for the Quarter and Financial Year ended March 31, 2026. The transcript and audio recording are available on the company's website. During the call, management provided an update on the real estate sector, highlighting resilience amidst global turbulence and strong domestic fundamentals. The company reported a significant transformation over the past five years, with net profit growing 5.1x to ₹157 crore, a 38% CAGR, and revenue surging 3.1x to ₹1,098 crore. EBITDA also saw a 3.0x growth to ₹306 crore. The debt-to-equity ratio was reduced to 0.53x from 1.13x.
For FY26, Ajmera Realty achieved its highest-ever presales of ₹1,701 crore, surpassing the guidance of ₹1,600 crore, marking a 57% year-on-year growth. Collections reached an all-time high of ₹1,103 crore, up 71% year-on-year. The company undertook business development of ₹2,433 crore across 5 projects. New launches like Ajmera Manhattan 2, Bandra 33Fifteen, and Solis at Vikhroli showed encouraging customer response. The company has set a presales target of ₹2,200 crore for FY27 and plans for selective project additions of ₹1,800 crore, with a targeted debt-to-equity ratio of 1.00x.
Financially, FY26 saw total sales revenue of ₹1,098 crore (46% YoY growth), EBITDA at ₹306 crore (25% YoY growth), and PAT at ₹157 crore (24% YoY growth). Collection efficiency improved to 65%, and the debt-equity ratio stood at 0.53x with total debt at ₹737 crore. The weighted average cost of debt decreased to 11.15%. Revenue visibility from existing projects stands at ₹4,108 crore, with an upcoming pipeline of ₹6,324 crore, leading to an overall visibility of ₹10,432 crore.
Discussions also covered the Kanjurmarg land conversion process, with expected resolution in the next quarter, and potential project launches in H2 FY27. Plans for FY27 include launching boutique offices in Wadala and a Borivali redevelopment project in Q3 FY27. The company is also exploring tie-ups for the Kanjurmarg project at the SPV level to fund its development.
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