Q4 2026 Ajmera Realty & Infra India Ltd Earnings Call Transcript
Key Points
- Ajmera Realty & Infra India Ltd (BOM:513349) achieved a 57% year-on-year increase in sales value, reaching INR1,701 crores, surpassing their annual guidance.
- The company reported a 71% year-on-year increase in collections, reaching an all-time high of INR1,103 crores.
- Ajmera Realty & Infra India Ltd (BOM:513349) successfully reduced its debt-to-equity ratio from 1.13x to 0.53x, demonstrating strong financial discipline.
- The company achieved a 38% CAGR in net profit growth since FY21, reaching INR157 crores.
- Ajmera Realty & Infra India Ltd (BOM:513349) has a robust launch pipeline for FY27, with an estimated GDV of INR19,518 crores, indicating strong future growth potential.
- The conversion of the Kanjurmarg land from leasehold to freehold is still pending, which could delay project launches.
- The luxury project in Versova, Vann by Ajmera, has not seen strong initial sales traction, indicating potential challenges in the luxury segment.
- There is a cautious sentiment among buyers due to geopolitical uncertainties, which could impact short-term sales.
- The company anticipates its debt-to-equity ratio to increase to 1x, indicating potential leverage risks.
- Ajmera Realty & Infra India Ltd (BOM:513349) faces competition from other developers, such as Raymond, which could impact sales in certain markets.
Ladies and gentlemen, good day, and welcome to the Ajmera Realty & Infra India Limited Q4 and FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Gaurang Chotalia, Head of Investor Relations. Thank you, and over to you, sir.
Thank you. Good evening, everyone, and a warm welcome to you all. On behalf of the company, I would like to thank you all for participating in Ajmera Realty & Infra India Limited's Earnings Call for the Quarter Ended 31st March 2026. The call will commence with the opening remarks by our Director of Corporate Affairs, Mr. Dhaval Ajmera, and will be followed by the business performance discussion by our CFO, Mr. Nitin Bavisi.
We have already shared the operational update of the quarter in the second week of April 2026. The investor presentation and the press release based on the financial results adopted by the Board have been uploaded on the
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