Ajmera Realty & Infra India Ltd (BOM:513349)

Q2 2026 Ajmera Realty & Infra India Ltd Earnings Call Transcript

Nov 7, 2025 / 11:00 AM GMT

Release Date Price: ₹204.74 (+0.74%)

Transcript

Key Points

Positve

Ajmera Realty & Infra India Ltd (BOM:513349) achieved its highest ever quarterly bookings, with sales value tripling year-over-year to 720 crore.
The company successfully launched two major projects, Ajmera Manhattan II and a commercial project in Bandra, contributing significantly to the sales growth.
Ajmera Realty & Infra India Ltd (BOM:513349) reported a 20% year-over-year growth in revenue for the first half of FY26, supported by consistent project execution.
The company has a strong pipeline with seven upcoming projects, expected to contribute significantly to future revenue.
Ajmera Realty & Infra India Ltd (BOM:513349) has maintained a strong financial position with a healthy equity ratio and reduced cost of debt, highlighting disciplined financial management.

Negative

The EBITDA margin saw a decline due to the composition of projects contributing to revenue, particularly lower-margin projects.
There are potential delays in regulatory approvals due to upcoming BMC elections, which could impact project timelines.
The company faces challenges in selling remaining inventory in some projects due to limited choice for customers.
There is uncertainty regarding the timeline for converting leasehold properties to freehold, which is dependent on government approvals.
The company is yet to apply for certain regulatory approvals for upcoming projects, which could delay launches.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AJME.NS - Ajmera Realty & Infra India Ltd
Q2 2026 Ajmera Realty & Infra India Ltd Earnings Call
Nov 07, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Q2 F 526 post results conference call of Ajmera Realty and Infra India Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Abhishek Dakuria from Church Gate Partners.

Thank you and over to you.

Yeah, thank you. Good evening, everyone, and a warm welcome to you all. On

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