Arihant Superstructures Limited — PPTs, 13-11-2025: Investor Presentation

Arihant Superstructures saw H1 FY26 operating revenue climb 24.6% YoY to 243.6 Cr, with H1 PAT up 43.9% YoY to 25.9 Cr. Q2 operating revenue grew 9.7% YoY to 122.7 Cr, but Q2 PAT dipped to 10 Cr due to heavy monsoons affecting project execution. Navi Mumbai, a key focus, excelled, with its market share rising to 18% YoY and driving 57% of ongoing project revenue.

The company benefits from its strategic position near the upcoming Navi Mumbai International Airport. Its 'Mirroring the Population Matrix' strategy diversifies projects across affordable, mid-income, and luxury segments, de-risking sales. A strong growth driver is the development of luxury villas, hotels, and a gymkhana to build annuity income streams, including the World Villas project with a 1200 Cr Gross Development Value.

Recent updates include acquiring 5 acres for the Town Villas project, securing key approvals for World Villas and other major projects, and an Occupancy Certificate for Arihant Amisha Phase 2.

Q2 FY26 pre-sales reached 235.8 Cr. The adjusted secured net debt to equity ratio is 1.01x.

Management anticipates strong demand in Navi Mumbai and future value unlocking from acquired land. A pipeline of 11.2 million sq. ft. in forthcoming projects offers 7500 Cr in revenue potential, indicating robust future growth.