Ajmera Realty & Infra India Ltd (AJMERA) Q4FY26 Concall Summary - Mar-2026 Qtr
Performance Overview
- The company reported its highest-ever annual presales of INR 1,701 crores for FY26, surpassing its guidance of INR 1,600 crores and marking a 57% year-on-year growth, driven primarily by the strong market response to four new project launches during the year.
- Achieved record-breaking collections of INR 1,103 crores, a significant 71% increase year-on-year, underscoring strong execution capabilities and improved collection efficiency, which rose to 65% from 60% in the previous year.
- The company successfully deleveraged its balance sheet, reducing the debt-to-equity ratio to a resilient 0.53x, well below the annual guidance of 0.85x, while also lowering the weighted average cost of debt to 11.15%.
- Strengthened the future growth pipeline through business development activities totaling INR 2,433 crores across five new asset-light projects, complementing the existing launch pipeline for FY27 valued at INR 6,324 crores.
- The company's revenue visibility has expanded significantly to INR 10,432 crores, comprising committed sales, available inventory, and the upcoming launch pipeline, indicating a strong growth trajectory for the next 4.5 to 5 years.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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