Anant Raj Limited (515055) Q1 25/26 earnings summary

Executive summary

• Q1 FY26 revenue reached ₹592 Cr, up 26% YoY, with EBITDA at ₹161 Cr, a 42% increase, and PAT at ₹126 Cr, up 38% YoY; EBITDA margin improved to 27% and PAT margin to 21%.

• Board approved unaudited standalone and consolidated financial results for Q1 FY26, with limited review reports issued without qualification.

• Major operational updates include expansion of data center facilities and new luxury residential project launches in Gurugram, both receiving strong market response.

• Strategic focus on real estate and data center growth, leveraging a debt-free land bank and diversified business portfolio.

• Data center expansion continues with a new 7 MW facility operationalized in Panchkula.

Financial highlights

• Consolidated revenue from operations for Q1 FY26 was ₹592.41 Cr, up from ₹471.83 Cr YoY; EBITDA rose 42% YoY to ₹161 Cr; PAT increased 38% YoY to ₹126 Cr.

• EBITDA margin improved to 27% from 23% YoY; PAT margin rose to 21% from 19% YoY.

• FY25 revenue was ₹2,060 Cr, up 69% CAGR from FY21; FY25 EBITDA reached ₹532 Cr, up 76% CAGR; FY25 PAT at ₹462 Cr, up 149% CAGR.

• Basic and diluted EPS (consolidated) for Q1 FY26 stood at ₹3.67, up from ₹2.66 YoY.

• Standalone revenue for Q1 FY26 was ₹371.04 Cr, with net profit at ₹69.70 Cr, both higher YoY.

Outlook and guidance

• Ongoing and upcoming launches in luxury and affordable housing, with new phases and group housing projects in Gurugram; Group Housing-2 (1.09 million sq. ft.) launch preparations in advanced stages.

• Data center capacity to scale up to 307 MW IT load by 2031, with 22 MW incremental capacity ready to be operationalized.

• Cloud services integration underway, targeting higher-margin offerings (PaaS, SaaS) in partnership with Orange Business.