Ajmera Realty
Ajmera Realty Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Ajmera Realty targets presales of around INR 2,200 crores for FY27, building on strong FY26 momentum. Ajmera Realty achieved a 38% CAGR over past 5 years in net profit, reaching INR157 crores in FY26.
From Ajmera Realty's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ajmera Realty targets presales of around INR 2,200 crores for FY27, building on strong FY26 momentum.
- The company plans project additions worth approximately INR 1,800 crores in FY27.
- Upcoming launch pipeline is valued at INR 6,324 crores, supporting overall revenue visibility of INR 10,432 crores.
- Forecasted revenue growth includes a projected 50% jump over last year's revenue in FY28.
- The company expects steady price appreciation of 10%-15% year-on-year across new and existing projects.
- Focus remains on disciplined execution and financial prudence amid calibrated growth strategy.
- Strong pipeline, ongoing project execution, and asset-light strategy enable sustained growth in volumes and collections.
Profitability & Margins
See what Ajmera Realty said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is targeting highly selective project additions worth around INR1,800 crores in FY27, focusing on new project launches and existing projects in the portfolio. (Page 12)
- The upcoming FY27 launch pipeline is expected to contribute about INR6,324 crores. (Page 6)
- Significant capital expenditure includes additions to PPE related to Mivan slidings capitalized for multiple projects, moving from INR35 crores to INR60+ crores. (Page 12)
- Asset-light strategy involves redevelopment projects that take time to bring to the market, with five projects worth INR2,500 crores done as business development. (Page 9)
- The company is working on project launches such as Boutique offices in Wadala planned for Q3 FY27 and Manhattan Phase 3 as part of further launches. (Page 7)
- Discussions and tie-ups for funding at the SPV level are underway to fund conversion and regulatory processes, particularly for the Kanjurmarg project. (Page 14-15)
Top-ranked in Realty
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Ajmera Realty said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The upcoming launch pipeline for FY27 is expected to contribute about INR 6,324 crores.
- The company is targeting around INR 1,800 crores of new project additions in FY27 through selective business development.
- Currently shortlisted dialogues involve 2-3 new projects worth around INR 1,500-1,800 crores.
- Total revenue visibility including committed sales and available inventory stands at INR 4,108 crores.
- Overall revenue visibility including upcoming launches reaches approximately INR 10,432 crores.
- The estimated net cash flow pretax cost of debt from OC received and ongoing portfolio is around INR 3,150 crores.
- In FY26, the company achieved highest ever sales value of INR 1,701 crores, surpassing guidance and supporting growth momentum.
Ajmera Realty — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹431 Cr, net profit ₹59 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Ajmera Realty & Infra India Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Ajmera Realty Q4 FY26 results?
Ajmera Realty targets presales of around INR 2,200 crores for FY27, building on strong FY26 momentum. Ajmera Realty achieved a 38% CAGR over past 5 years in net profit, reaching INR157 crores in FY26.
What is Ajmera Realty share price analysis?
Ajmera Realty currently shows a neutral. The stock trades at a P/E of 15.1 with a market cap of ₹2,327 Cr. Investors should review the full earnings analysis for detailed insights.
Is Ajmera Realty planning capital expenditure?
The company is targeting highly selective project additions worth around INR1,800 crores in FY27, focusing on new project launches and existing projects in the portfolio.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
