Ajmera Realty & Infra India Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ajmera Realty (ARII) delivered solid Q1 FY27: Revenue at INR320 Cr (+23% YoY), EBITDA INR94 Cr (+18% YoY), and PAT INR45 Cr (+14% YoY). Sales value touched INR146 Cr with collections of INR173 Cr. Debt reduced to INR680 Cr, lowering debt-equity to 0.47x.

Management remains optimistic on real estate fundamentals, viewing Q1's softer sales as seasonal. Projects like Ajmera Manhattan 1 (93% sold) and Ajmera Solis (86% sold) advance well. Kanjurmarg land conversion is key to a strategic tie-up. A massive INR21,000 Cr GDV pipeline, including a large Wadala commercial launch, positions ARII for sustained growth and cash flow generation.