Ashima Limited — PPTs, 24-05-2025: Investor Presentation

1. Financial Highlights:

Ashima Limited’s revenue plunged to Rs. 13.60 Cr from Rs. 91.23 Cr last year. PBDIT fell sharply to Rs. 7.19 Cr from Rs. 73.53 Cr, with a PBT loss of Rs. 0.27 Cr versus a previous Rs. 69.10 Cr profit. Real Estate segment profit dropped to Rs. 3.81 Cr from Rs. 63.03 Cr, and the Investment Division’s profit declined to Rs. 3.90 Cr from Rs. 10.41 Cr. The discontinued textile business reduced its PBT loss to Rs. 2.27 Cr from Rs. 7.63 Cr but posted an overall loss of Rs. 18.76 Cr after adjustments, against prior year profit of Rs. 27.37 Cr. Net loss stood at Rs. 19.00 Cr versus net profit of Rs. 96.41 Cr previously.

2. Strategic Initiatives & Growth Drivers:

Focus remains on two real estate projects: “Swan Lake” (plotted development) and “The Sovereign” (luxury high-rise), with upper floor slab work progressing well at The Sovereign, enabling faster vertical growth. The company maintains a long-term value investing stance in equities despite current market softness.

3. Business Developments:

No new acquisitions or partnerships. Divisions concentrate on real estate development and investment portfolio management. Textile business classified as discontinued is undergoing asset disposals.

4. Market Position & Competitive Advantage:

Ashima continues its real estate presence through luxury and plotted developments, leveraging ongoing construction momentum. The investment arm’s disciplined value approach has historically outperformed benchmarks, showcasing portfolio resilience and management expertise amid volatility.

5. Investor Implications:

Profitability contraction signals execution and market challenges in the near term, primarily in real estate and investments. Yet, steady real estate progress and a strong investment track record indicate positive growth potential. Investors should watch for operational improvements and market recovery cues.