Ajmera Realty & Infra India Ltd (AJMERA) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The Indian real estate market is transitioning into a mature market with steady growth, following record sales in FY24 and FY25, with a balanced outlook and favorable momentum for credible developers.
- The company achieved its highest-ever quarterly bookings and collections, driven by two landmark launches in September 2025: Ajmera Manhattan 2 in Wadala and 3315 in Bandra (commercial project).
- These new launches, with a combined Gross Development Value (GDV) of over 2,100 crores, contributed to 828 crores in advance sales, representing over 50% of the full year's guidance in just two quarters.
- Ajmera Manhattan 2 witnessed exceptional traction, selling approximately 38% of its inventory within less than a month of launch, indicating strong market demand for community living and open spaces.
- The company delivered 533 homes in the first half of FY26 and is on track to deliver approximately 1,000 possessions in the current financial year, reinforcing its focus on timely delivery.
Financial Metrics
Log in to Stocksigma to read the Financial Metrics section of this summary.
Operating Performance / Business Segments
Log in to Stocksigma to read the Operating Performance / Business Segments section of this summary.
Key Discussions & Insights
Log in to Stocksigma to read the Key Discussions & Insights section of this summary.
Outlook and Guidance
Log in to Stocksigma to read the Outlook and Guidance section of this summary.
Challenges / Concerns
Log in to Stocksigma to read the Challenges / Concerns section of this summary.
Industry / Competitive Landscape
Log in to Stocksigma to read the Industry / Competitive Landscape section of this summary.
Overall Summary
Log in to Stocksigma to read the Overall Summary section of this summary.