Anant Raj Limited: Investor Presentation for Q2 & H1 FY27
Anant Raj Limited's Q2 FY27 saw revenue at ₹661.53 Cr (up 4.87% YoY) and PAT at ₹156.49 Cr (up 13.25% YoY). H1 FY27 revenue reached ₹1,223.20 Cr, with PAT at ₹305.68 Cr. The company is demerging its Data Centre business into Ashok Cloud Ltd. and expects to operationalize 63 MW IT load capacity by FY27.
The investor presentation covers significant financial performance, strategic business developments including a demerger, and expansion plans in key segments like Data Centers, which are material to the company's future outlook and investor perception.
The company reported positive financial results for Q2 and H1 FY27, with growth in revenue, EBITDA, and PAT. The credit rating upgrade and strategic demerger aimed at unlocking shareholder value further contribute to a positive sentiment.
Anant Raj Limited has released an investor presentation for the second quarter (Q2) and first half (H1) of the financial year 2027 (FY27).
The company reported strong financial performance for Q2 FY27, with Revenue from Operations reaching ₹661.53 Crore, a year-on-year (YoY) increase of 4.87%. EBITDA stood at ₹215.37 Crore, up 21.04% YoY, with EBITDA margins improving to 31.72% from 27.76% in the previous year. Profit Before Tax (PBT) grew by 14.20% YoY to ₹187.78 Crore, and Profit After Tax (PAT) increased by 13.25% YoY to ₹156.49 Crore. PAT margins improved to 23.05% from 21.56% YoY.
For H1 FY27, Revenue from Operations was ₹1,223.20 Crore, showing significant growth. EBITDA for the first half stood at ₹418.11 Crore, up 23.49% YoY, with margins at 31.44%. PBT grew by 18.52% YoY to ₹373.11 Crore, and PAT increased by 15.75% YoY to ₹305.68 Crore, with PAT margins at 22.99%.
Infomerics Valuation and Rating Ltd. has upgraded the company's rating to ‘A- Stable’ outlook.
In the Real Estate segment, Anant Raj has received RERA approval for a new Group Housing project, 'The Estate One', in Gurugram, comprising 352 units. The company is also progressing with other group housing projects and commenced Phase IV of the Anant Raj Estate. Deliveries for projects like Birla Navya and Ashok Estate are nearing completion or have commenced.
The Data Center & Cloud Services segment is expanding rapidly. Anant Raj Cloud Private Limited has operationalized two data center campuses with a combined capacity of 28 MW and targets an aggregate IT load capacity of 357 MW by FY 2031-32. The company expects to achieve an aggregate IT load capacity of 63 MW by the end of FY 2026-27, including AI-enabled infrastructure. Anant Raj Cloud Singapore Pte. Ltd. has signed an MoU with the Government of Haryana to promote data center services globally.
Anant Raj Limited is strategically demerging its Data Centre & Cloud Services business into a separate listed entity, Ashok Cloud Ltd. This demerger aims to unlock shareholder value by creating two focused, independent companies: Anant Raj Limited (Real Estate & Infrastructure) and Ashok Cloud Ltd. (Digital Infrastructure & Cloud Services). Eligible shareholders will receive one equity share of Ashok Cloud for every equity share of Anant Raj held on the record date.
The company highlighted its strong execution capability, extensive land bank, strategic partnerships, and a robust annuity business contributing to financial stability. The Board of Directors, comprising experienced professionals, is driving strategic growth and innovation.
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Anant Raj Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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