AJMERA REALTY & INFRA INDIA LTD.

Ajmera Realty & Infra India Ltd has issued a notice providing the web-link to its Integrated Annual Report for FY 2025-26, in compliance with SEBI LODR Regulations. This report will be sent to shareholders who have not registered their email addresses. The company also announced its 39th Annual General Meeting (AGM) scheduled for September 23, 2026, to be held via Video Conferencing. The AGM notice, e-voting instructions, and the annual report are being sent electronically to registered shareholders.

Ajmera Realty & Infra India Ltd has announced September 16, 2026, as the record date for its final dividend. The dividend amount is ₹1 per equity share of face value ₹2 for the financial year ended March 31, 2026. If approved by shareholders at the AGM, the dividend payment will be made on or before October 22, 2026, after deducting applicable taxes. This record date will be used to determine the entitlement of members for the dividend payout, covering both dematerialized and physical shareholdings.

Ajmera Realty & Infra India Ltd has submitted its Business Responsibility and Sustainability Reporting (BRSR) for the Financial Year 2025-26, as per SEBI regulations. The report, which forms part of the Integrated Annual Report, details the company's corporate identity, business activities primarily in Real Estate Development (100% turnover), and markets served nationally and internationally. It also provides employee statistics, including gender diversity and turnover rates, and information on differently-abled employees. The reporting boundary is consolidated.

Ajmera Realty & Infra India Ltd has announced its Integrated Annual Report for the financial year 2025-26. The company will hold its 39th Annual General Meeting (AGM) on Wednesday, September 23, 2026, at 4:00 PM IST. The AGM will be conducted through Video Conferencing (VC) or Other Audio Visual Means (OAVM). The Integrated Annual Report, including the notice for the AGM, has been made available on the company's website and will be sent electronically to members who have registered their email addresses. The report covers various aspects including ESG contributions, future outlook, corporate information, directors' report, management discussion, corporate governance, business responsibility, and financial statements.

Ajmera Realty & Infra India Ltd has announced its 39th Annual General Meeting (AGM) will be held on September 23, 2026, at 4:00 PM IST. The meeting will be conducted through Video Conferencing (VC) / Other Audio Visual Means (OAVM). Key agenda items include the adoption of audited standalone and consolidated financial statements for the financial year ended March 31, 2026, declaration of a final dividend of ₹1 per equity share, and the re-appointment of Mr. Manoj I. Ajmera as a director and as Managing Director for a further period of three years.

Ajmera Realty & Infra India Ltd. reported its un-audited financial results for the quarter ended June 30, 2026. The company achieved a 23% year-over-year (YoY) revenue growth, reaching ₹320 crore. EBITDA grew by 18% YoY to ₹94 crore, and Profit After Tax (PAT) increased by 14% YoY to ₹45 crore. The debt-to-equity ratio improved to 0.47x, reflecting strong financial discipline. This performance was driven by factors including revenue recognition from the Ajmera Solis project and strong collections. The company also announced plans for a new project in Bengaluru with an estimated GDV of ₹389 crore, adding to its robust launch pipeline of ₹6,508 crore.

Ajmera Realty & Infra India Ltd announced board approvals for key management changes and financial results. The board approved the re-appointment of Mr. Manoj Ajmera as Managing Director and Mr. Sanjay Ajmera as Whole-time Director for three-year terms starting April 2027, subject to shareholder approval. Additionally, Mr. Dhaval Ajmera has been appointed as Director – Corporate Affairs, effective October 1, 2026, also pending shareholder consent. Mr. Keyur Mehta was appointed as AVP – Accounts & Taxation from August 4, 2026. The company also approved its standalone and consolidated un-audited financial results for the quarter ended June 30, 2026.

Ajmera Realty & Infra India Ltd announced the re-appointment of Mr. Manoj Ajmera as Managing Director and Mr. Sanjay Ajmera as Whole-time Director for a further period of three years, effective from April 24, 2027, to April 23, 2030. These re-appointments are subject to shareholder approval. The Board also approved the appointment of Mr. Dhaval Ajmera as Director – Corporate Affairs and Mr. Keyur Mehta as AVP – Accounts & Taxation. The company also disclosed its un-audited financial results for the quarter ended June 30, 2026, along with a Limited Review Report. Dividend recommendations from a previous meeting are pending shareholder approval at the upcoming AGM.

Ajmera Realty & Infra India Ltd announced its un-audited standalone and consolidated financial results for the quarter ended June 30, 2026. The Board of Directors also approved the re-appointment of Mr. Manoj Ajmera as Managing Director and Mr. Sanjay Ajmera as Whole-time Director for three-year terms effective April 2027. Additionally, Mr. Dhaval Ajmera was appointed as Director – Corporate Affairs, and Mr. Keyur Mehta as AVP – Accounts & Taxation. The company also noted a dividend recommendation from a prior meeting, payable by October 2026.

Ajmera Realty's consolidated PAT rose 17.4% YoY to ₹44.9 Cr (owners' share ₹43.1 Cr, plus ₹1.9 Cr non-controlling interest) on revenue up 22.6% YoY to ₹317.0 Cr, against ₹38.3 Cr PAT and ₹258.5 Cr revenue a year ago. Profit growth trailed revenue growth, so net margin slipped to 14.2% from 14.7% a year earlier — a modest YoY compression rather than the expansion the headline growth might suggest. Sequentially, both revenue (-26.5%) and PAT (-23.2%) fell from the March quarter, but that quarter benefited from year-end project completions typical of real estate accounting; NPM actually improved q-o-q (13.5% to 14.2%), so the QoQ dip is a seasonal/timing artifact and not read as deterioration. The margin drag traces to financing and operating cost mix rather than the topline: consolidated finance costs jumped 44.9% YoY to ₹30.5 Cr as the project debt book grew, and operating costs (ex-finance, ex-depreciation) rose to 71.2% of revenue from 69.8% a year ago, compressing operating margin to roughly 28.8% from about 30.3%. A more striking split is between the two result sets: standalone (parent-only) revenue fell 26.4% YoY to ₹119.8 Cr and standalone PAT fell 31.7% YoY to ₹23.0 Cr, even as the consolidated numbers grew handsomely — meaning this quarter's growth is being driven almost entirely by subsidiaries/JVs, not the listed parent entity's own project execution. Investors tracking only the standalone print would see a decline; the two bases tell materially different stories this quarter. The one analyst preview found (Univest/Uniresearch) had modeled Q1 FY27 revenue of ₹190 Cr and PAT of ₹48 Cr off a standalone FY26 base of ₹163 Cr/₹34 Cr — on that same standalone basis, the actual print of ₹119.8 Cr revenue and ₹23.0 Cr PAT missed by roughly 37% and 52% respectively; no consolidated-basis estimate was found, so a clean comparison against our primary (consolidated) figures isn't possible, but the gap on the comparable basis is wide enough to flag. Management gives no formal quarterly financial guidance; the only outlook on record is the FY27 presales target of ₹2,200 Cr (up from ₹1,701 Cr in FY26) set on the May 2026 call, backed by a ₹6,324 Cr launch pipeline and ₹10,432 Cr revenue visibility. Q1 booked presales of ₹146 Cr (+35% YoY) with collections of ₹173 Cr are only about 6.6% of that full-year target — not a red flag on its own given India real estate's typically weak June quarter, but it puts weight on H2 launches to hit the guided run-rate. The quarter also saw the company divest its 36% stake in Ultratech Property Developers (an existing JV entity within the consolidated group) on July 10, alongside routine board actions (MD/WTD re-appointments, new SMP appointments) that don't bear on the P&L.