Ajmera Realty stock jumps 10% after its sales increases by 123% YoY

Synopsis: Ajmera Realty & Infra India Limited posted strong Q3 FY26 and 9M FY26 performance, with record sales, higher volumes, and collections, supported by new launches, healthy demand, and disciplined execution across projects.

This Small-cap Realty Stock, engaged in residential real estate development, including townships, society redevelopments, and urban projects across Mumbai, Bengaluru, Pune, and Ahmedabad, jumped 9.57 percent after the company announced business updates for Q3 FY26 with a 123 percent YoY increase in Sales Value.

With a market capitalization of Rs. 3,725.34 crores, the share of Ajmera Realty & Infra India Limited has reached an intraday high of Rs. 199.75 per equity share, rising nearly 9.57 percent from its previous day’s close price of Rs. 182.30. Since then, the stock has retreated and is currently trading at Rs. 189.30 per equity share. 

Reason Behind the Surge

Ajmera Realty & Infra India Limited delivered a strong performance in Q3 FY26, driven by healthy demand and improved execution. During the quarter, the company achieved sales of Rs. 603 crore, marking a sharp 123 percent YoY growth. The sales area stood at 2,62,975 sq. ft., up 59 percent YoY, while collections rose to Rs. 333 crore, registering a 99 percent YoY increase, reflecting strong customer confidence and cash flow strength.

The company also strengthened its portfolio with the launch of Ajmera Solis at Vikhroli, Mumbai, during the quarter. This new project supported sales momentum and contributed to higher absorption. 

For 9M FY26, Ajmera Realty reported its highest-ever sales of Rs. 1,431 crore, a 72 percent YoY growth. Sales volume reached 5,55,991 sq. ft., up 36 percent YoY, while collections increased to Rs. 787 crore, rising 70 percent YoY, supported by disciplined inventory management and robust performance across projects.

Revenue Visibility in Ongoing Projects

Ajmera Realty & Infra India Limited has strong revenue visibility across its ongoing projects, backed by a solid sales book and future revenue potential. As of 30 September 2025, the company’s total sales book stands at Rs. 3,045 crore. Major contributors include Manhattan 1 with Rs. 1,426 crore, Manhattan 2 with Rs. 666 crore, Eden with Rs. 240 crore, Vihara with Rs. 221 crore, and Marina with Rs. 175 crore, reflecting steady sales momentum across projects.

The company’s total revenue potential is estimated at Rs. 3,508 crore, comprising Rs. 1,573 crore from committed sales and Rs. 1,935 crore from unsold inventory. Key projects driving this potential include Manhattan 2 (Rs. 1,727 crore), Marina (Rs. 255 crore), Vihara (Rs. 234 crore), and Thirty3.15 (Rs. 435 crore), providing strong earnings visibility ahead.

Real Estate Portfolio

Ajmera Realty & Infra India Limited has a well-diversified real estate portfolio across different stages of development. The company has completed projects covering 20.3 million sq. ft., reflecting its strong execution track record.

Currently, 1.8 million sq. ft. is under ongoing development, while 1.6 million sq. ft. is planned for potential new launches. Additionally, the company holds 10.5 million sq. ft. of future development potential, taking its total portfolio to 13.9 million sq. ft., providing long-term growth opportunities.

Company Overview

Ajmera Realty & Infra India Limited wasincorporated in 1985 and is a Mumbai-based real estate developer focused on residential townships, society redevelopments, and urban projects across MMR, Bengaluru, Pune, and Ahmedabad.

Recent Quarter Results

Coming into financial highlights, Ajmera Realty & Infra India Limited’s revenue has increased from Rs. 200 crore in Q2 FY25 to Rs. 219 crore in Q2 FY26, which has grown by 9.50 percent. The net profit has decreased by 13.89 percent from Rs. 36 crore in Q2 FY25 to Rs. 31 crore in Q2 FY26. Ajmera Realty & Infra India Limited’s revenue and net profit have grown at a CAGR of 16.49 percent and 30.73 percent, respectively, over the last five years.

In terms of return ratios, the company’s ROCE and ROE stand at 12.7 percent and 12 percent, respectively. Ajmera Realty & Infra India Limited has an earnings per share (EPS) of Rs. 6.49, and its debt-to-equity ratio is 0.52x.

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