Ajmera Realty Q1FY26 Net Profit Rises 22% YoY to ₹38.28 Cr; Revenue Surges 33%

Mumbai, July 24, 2025 -Ajmera Realty & Infra India Ltd (NSE: AJMERA, BSE: 513349) delivered a strong performance in the first quarter of FY26, with consolidated net profit rising 21.8% year-on-year to ₹38.28 crore, up from ₹31.43 crore in Q1FY25. Revenue from operations also witnessed robust growth, surging 33.4% YoY to ₹258.51 crore compared to ₹193.73 crore in the same quarter last year. The impressive results were driven by accelerated project execution and improved realizations across key developments.

Stock Performance

As of 2:24 PM IST on July 24, Ajmera Realty shares were trading at ₹913.05, up ₹20.55 or 2.30% for the day. The stock opened at ₹892.50 and moved within a range of ₹884.95 to ₹928.70.

Key Consolidated Financial Highlights (₹ in crore)

Ajmera Realty & Infra India Ltd reported a strong set of consolidated financial results for Q1FY26, with revenue from operations rising 33.4% year-on-year to ₹258.51 crore, up from ₹193.73 crore in Q1FY25, and a significant 70.7% increase on a sequential basis from ₹151.39 crore in Q4FY25. Total income stood at ₹259.62 crore, marking a 32.4% YoY and 68.8% QoQ growth. Profit before tax (PBT) surged 33.2% YoY to ₹57.20 crore and 73.2% QoQ from ₹33.04 crore. Net profit after non-controlling interest (NCI) came in at ₹38.28 crore, reflecting a 21.8% YoY rise and a 51.4% increase over the previous quarter. Earnings per share (EPS) for the quarter stood at ₹9.73, compared to ₹8.68 in Q1FY25 and ₹6.42 in Q4FY25, indicating a 12.1% YoY and 51.5% QoQ improvement.

Segment Performance

Ajmera operates in a single segment – real estate construction – and reported higher project volumes across both domestic and overseas subsidiaries, particularly Ajmera Mayfair Global W.L.L. and Ajmera Corporation UK Ltd.

Standalone Performance

Standalone net profit for Q1FY26 came in at ₹33.62 crore, rising 43.1% YoY, while revenue from operations increased to ₹162.75 crore, up from ₹140.13 crore in Q1FY25. Margins also improved with a Basic EPS of ₹8.54 versus ₹6.62 a year ago.

Share Capital and Net Worth

The paid-up equity share capital stood at ₹39.36 crore. Net worth improved to ₹1,19,309 lakh as of June 30, 2025.

Regulatory Update

The company disclosed receipt of a compliance notice from BSE and NSE regarding delayed appointment of a qualified company secretary under Regulation 6 of SEBI LODR Regulations, 2015. A total fine of ₹68,000 (₹34,000 each to BSE and NSE) was paid on May 21, 2025. The board acknowledged the delay was unintentional and advised timely compliance going forward.

Dividend Update

The dividend recommended by the board in its May 14, 2025, meeting will be paid before October 8, 2025, subject to shareholders’ approval at the upcoming AGM.

Management Commentary

Manoj I. Ajmera, Managing Director, stated, “Our robust first-quarter performance reaffirms the execution strength and demand resilience in our core markets. We are optimistic about further margin improvements with project deliveries accelerating across geographies.”

Company Overview

Ajmera Realty & Infra India Ltd is a publicly listed real estate developer with presence in India and international markets such as the UK and Bahrain. It is listed on both NSE and BSE and is known for residential and commercial construction projects under its flagship brand ‘Ajmera’.

REF:https://nsearchives.nseindia.com/corporate/AJMERA_24072025133910_Outcome-sd.pdf

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