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Ajmera Realty Extends Rs 125 Cr Corporate Guarantee for Subsidiary's Credit Facility
Ajmera Realty & Infra India Limited (ARIIL) has approved a corporate guarantee of Rs 125 crore for a credit facility availed by Ajmera Bora Associates (ABA). ABA is a related party where ARIIL's subsidiary, Laudable Infrastructure LLP, holds a 67% stake. The credit facility is being provided by ARKA Fincap Limited to support project-level financing. This move is a standard operational procedure for real estate developers to facilitate funding for their subsidiary entities.
Key Highlights
Corporate guarantee amounting to Rs 125 crore extended to Ajmera Bora Associates.
Ajmera Bora Associates is 67% owned by Laudable Infrastructure LLP, a subsidiary of ARIIL.
The credit facility is sourced from ARKA Fincap Limited.
The transaction is conducted at arm's length with no immediate impact on ARIIL's financial operations.
The guarantee represents a contingent liability for the parent company.
💼 Action for Investors
Investors should monitor the overall contingent liabilities of the company and the progress of projects under Ajmera Bora Associates. No immediate action is required as this is a routine financing arrangement for the real estate sector.
Ajmera Realty Q3 FY26: Sales Surge 72% to ₹1,431 Cr; Wadala GDV Potential Hits ₹16,000 Cr
Ajmera Realty delivered a stellar performance in 9M FY26, achieving its highest-ever sales of ₹1,431 crores, a 72% YoY increase. The company is on track to exceed its annual guidance of ₹1,600 crores, supported by the exceptional launch of Ajmera Solis and record collections of ₹333 crores in Q3. A significant strategic revision in the Wadala master plan has unlocked a GDV of ₹5,300 crores for its boutique office project, bringing the total micro-market potential to ₹16,000 crores. Financial health remains stable with a debt-to-equity ratio of 0.58x and healthy EBITDA margins of 30%.
Key Highlights
Achieved record 9M FY26 sales of ₹1,431 crores (up 72% YoY) and collections of ₹787 crores (up 70% YoY).
Strategic revision of Wadala Boutique Office project increased area to 16 lakh sq. ft., raising GDV from ₹1,800 crores to ₹5,300 crores.
Total revenue visibility stands at approximately ₹5,600 crores, including an upcoming launch pipeline of ₹1,500 crores.
Maintained a disciplined balance sheet with a debt-to-equity ratio of 0.58x and EBITDA margins at 30%.
Ajmera Solis (Vikhroli) saw 84% of inventory sold within 60 hours of launch, validating the asset-light strategy.
💼 Action for Investors
Investors should view the massive GDV expansion in Wadala and the successful asset-light execution as strong long-term growth drivers. The stock remains a watch for continued execution of the revised master plan and maintenance of margins.
Ajmera Realty 9M Sales Value Surges 72% to INR 1,431 Cr; PAT Dips 4% to INR 99 Cr
Ajmera Realty reported a strong operational performance for 9M FY26, with sales value reaching INR 1,431 crore, achieving approximately 90% of its annual target. While operational metrics like collections (up 70% YoY) and sales volume (up 36% YoY) showed significant growth, the financial bottom-line for 9M FY26 remained slightly lower with PAT at INR 99 crore. A major highlight is the strategic revision of the Wadala project, which is expected to add INR 3,500 crore to the Gross Development Value (GDV). The company maintains a healthy balance sheet with a debt-to-equity ratio of 0.58x.
Key Highlights
Sales value grew 72% YoY to INR 1,431 Cr in 9M FY26, driven by strong response to new launches.
Collections reached a record high of INR 787 Cr for 9M FY26, representing a 70% YoY growth.
Revision of Wadala project master plan adds 10 lakh sq. ft. carpet area, increasing GDV by approximately INR 3,500 Cr.
9M FY26 Revenue grew 11% YoY to INR 664 Cr, while PAT saw a marginal decline of 4% to INR 99 Cr.
Secured new business development worth INR 2,015 Cr to fuel future growth through asset-light models.
💼 Action for Investors
Investors should look past the flat quarterly PAT and focus on the massive 72% surge in pre-sales and the significant GDV expansion in Wadala. The strong collection growth and low debt-to-equity ratio of 0.58x indicate high cash flow visibility and financial stability.
Ajmera Realty 9M FY26 Sales Value Surges 72% to ₹1,431 Cr; Collections Up 70%
Ajmera Realty reported a strong operational performance for 9M FY26, with sales value growing 72% YoY to ₹1,431 Cr and collections increasing 70% to ₹787 Cr. While operational metrics were robust, financial performance was mixed as revenue rose 11% to ₹664 Cr but PAT saw a marginal 4% decline to ₹99 Cr. The company has successfully deleveraged, bringing its debt-to-equity ratio down to 0.58x from 0.85x in the previous year. With a massive future development pipeline estimated at over ₹46,000 Cr GDV, the company shows strong long-term growth visibility.
Key Highlights
9M FY26 Sales Value grew by 72% YoY to ₹1,431 Cr, while Sales Volume rose 36% to 5.55 lakh sq. ft.
Collections reached a record ₹787 Cr for the 9-month period, representing a 70% YoY increase.
Debt-to-Equity ratio improved significantly to 0.58x as of December 2025, down from 0.97x in Sep 2023.
Total revenue visibility from current and upcoming projects stands at ₹5,589 Cr.
Owned land bank in Wadala and Kanjurmarg holds a massive development potential of ~₹46,441 Cr GDV.
💼 Action for Investors
Investors should look past the slight dip in quarterly PAT and focus on the record-high pre-sales and collections, which are the primary drivers for future real estate earnings. The company's successful deleveraging and massive land bank in prime Mumbai micro-markets provide a strong margin of safety and growth potential.
Ajmera Realty Q3 FY26 Consolidated PAT Declines 24.6% YoY to ₹25.54 Crore
Ajmera Realty & Infra India Limited reported a consolidated revenue of ₹181.75 crore for Q3 FY26, down from ₹192.88 crore in the corresponding quarter of the previous year. Net profit for the quarter saw a significant decline of 24.6% YoY, settling at ₹25.54 crore compared to ₹33.89 crore in Q3 FY25. Despite the quarterly dip, the nine-month (9M FY26) revenue grew to ₹659.22 crore from ₹586.57 crore YoY. The company also completed a 1:5 stock split in January 2026, which is reflected in the restated EPS of ₹1.30 for the current quarter.
Key Highlights
Consolidated Revenue for Q3 FY26 stood at ₹181.75 crore, a decrease from ₹192.88 crore in Q3 FY25.
Consolidated Profit After Tax (PAT) for the quarter fell 24.6% YoY to ₹25.54 crore.
Finance costs significantly reduced to ₹13.64 crore in Q3 FY26 from ₹23.54 crore in Q3 FY25.
9M FY26 Revenue increased to ₹659.22 crore, though 9M PAT slightly declined to ₹94.19 crore.
Earnings Per Share (EPS) restated to ₹1.30 following a 1:5 stock split effective January 15, 2026.
💼 Action for Investors
Investors should exercise caution due to the YoY decline in quarterly profitability and revenue. While the reduction in finance costs is a positive indicator of debt management, the overall bottom-line pressure suggests a need to monitor project delivery timelines and sales velocity.
Ajmera Realty Completes 1:5 Stock Split; New Shares Credited with Face Value Rs. 2
Ajmera Realty & Infra India Limited has finalized the sub-division of its equity shares from a face value of Rs. 10 to Rs. 2 per share. Following this 1:5 split, the total number of issued and paid-up equity shares has increased from 3,93,59,130 to 19,67,95,650. The company has received credit confirmations from both NSDL and CDSL for the new shares under the new ISIN INE298G01035. This corporate action is primarily intended to enhance market liquidity and make the shares more accessible to retail investors.
Key Highlights
Equity shares sub-divided from a face value of Rs. 10 to Rs. 2 (1:5 ratio).
Total paid-up share capital increased to 19,67,95,650 shares from 3,93,59,130 shares.
Authorized share capital adjusted to 75,00,00,000 shares of Rs. 2 each.
New ISIN INE298G01035 activated following depository credit confirmations from NSDL and CDSL.
💼 Action for Investors
Shareholders should verify their demat accounts to ensure the updated quantity of shares (5x the original holding) is reflected. Note that while the number of shares has increased, the total investment value remains unchanged as the stock price adjusts proportionally.
Ajmera Realty Q3 Sales Surge 123% to ₹603 Cr; 9M Sales Hit Record ₹1,431 Cr
Ajmera Realty reported a stellar Q3 FY26 with sales value jumping 123% YoY to ₹603 crore, driven by the successful launch of Ajmera Solis in Vikhroli. For the nine-month period (9M FY26), the company achieved its highest-ever sales of ₹1,431 crore, representing 72% YoY growth. Collections also saw a significant boost, nearly doubling in Q3 to ₹333 crore, which enhances cash flow visibility. With 9M sales already reaching approximately 89% of the annual target, the company is well-positioned to exceed its ₹1,600 crore guidance for FY26.
Key Highlights
Q3 FY26 sales value grew 123% YoY to ₹603 crore, while sales area increased 59% to 2,62,975 sq. ft.
9M FY26 sales reached a record ₹1,431 crore, a 72% increase compared to the previous year.
Collections for Q3 FY26 nearly doubled to ₹333 crore, providing strong liquidity for future projects.
The Ajmera Solis launch saw 84% inventory absorption immediately after launch, validating the asset-light strategy.
Management expects to outperform the annual sales guidance of ₹1,600 crore based on current momentum.
💼 Action for Investors
Investors should view this as a strong growth signal, as the company is likely to exceed its annual guidance and shows robust execution. Monitor the upcoming full financial results for margin performance and debt reduction progress.
Ajmera Realty Records ₹427 Cr Sales in 24 Hours with 81% Sell-out of Vikhroli Project
Ajmera Realty has achieved a significant sales milestone by selling 81% of its newly launched 'Ajmera Solis' project in Vikhroli within just 24 hours, generating INR 427 crore in revenue. The project, developed on land acquired from Tata Communications, saw a rapid uptake of 324 units covering 1.94 lakh sq. ft. of carpet area. This launch is further bolstered by an INR 88 crore Private Equity investment, marking the company's first-ever PE deal. The success validates the company's '5x Growth Strategy' and its transition towards an asset-light development model.
Key Highlights
Generated INR 427 crore in sales within the first 24 hours of launching Phase 1 of Ajmera Solis.
Achieved 81% sell-out of launched inventory, selling 324 units totaling 1.94 lakh sq. ft. carpet area.
Secured INR 88 crore in Private Equity funding, representing the first PE transaction in the company's portfolio.
Project is Triple Net Zero Certified across Energy, Water, and Waste, a rare feat in mid-income housing.
Project developed on a clean-title land parcel acquired from Tata Communications Ltd with no legacy tenants.
💼 Action for Investors
The exceptional sales velocity and successful PE tie-up demonstrate strong brand equity and execution capability. Investors should monitor how this cash inflow supports the company's 5x Growth Strategy and impacts its overall leverage.