Q2 2026 Anant Raj Ltd Earnings Call Transcript

Nov 12, 2025 / 10:30 AM GMT

Release Date Price: ₹619.75 (+0.80%)

Transcript

Key Points

Positve

Anant Raj Ltd (BOM:515055) reported a 23% year-on-year increase in revenue from operations, reaching INR 22,630.79 crores.
The company's EBITDA grew by 43.85% year-on-year, with a margin increase from 23.62% to 27.76%.
Anant Raj Ltd successfully completed a QIP of INR 1,100 crores, strengthening its financial position.
The company is now net cash positive and has prepaid INR 125 crores of debt.
Anant Raj Ltd's data center business is expanding, with a new 28 megawatt facility and plans to increase capacity to 63 megawatts by December 2026.

Negative

The company faces challenges in scaling up its cloud services, with only 0.5 megawatts fully handed over so far.
There is uncertainty regarding the implementation of proposed taxation benefits for data centers.
Anant Raj Ltd's real estate projects face potential cannibalization risks due to simultaneous launches.
The company has not provided specific future revenue guidance, creating uncertainty for investors.
There is a risk of increased electricity costs impacting cloud service margins, although the company has clauses to adjust pricing.

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

ANRA.NS - Anant Raj Ltd
Q2 2026 Anant Raj Ltd Earnings Call
Nov 12, 2025 / 10:30AM 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 the Anand Raj Limited Q2NH1 FY26 earnings conference call. 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 this 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. Prattumesh Parra from MUFG In Time India Private Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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