Anant Raj Limited Earnings Summary — Q4 FY2026
Anant Raj Limited Reports Record Quarterly Revenue and Stable Margins in Q4 FY2026
Key Takeaways
- Revenue reached a multi-year high of ₹647 Crores in Q4 FY2026, marking a nearly 20% YoY increase.
- Net profit grew to ₹149 Crores, demonstrating consistent quarterly progression throughout the fiscal year.
- Operating Profit Margins (OPM) have stabilized at 26%, showing significant improvement from 2021 lows.
- The data center vertical is scaling rapidly with a 157 MW pipeline and a major MoU with the Haryana government.
- Despite growth, the company faces working capital intensity with high inventory levels of ₹1,514 Crores.
- Borrowings increased slightly to ₹681 Crores in Mar 2026 from ₹482 Crores in Mar 2025 to fund expansion.
- Promoter holding has witnessed dilution to 57%, primarily to bring in institutional capital via QIPs.
Management Guidance
Management is focused on transitioning to an annuity-linked income model via data centers while maintaining its footprint in luxury and affordable housing.
Sentiment Shift
Improving
The consistent growth in both top and bottom lines for over eight consecutive quarters confirms a structural turnaround from the company's prior stagnation period.
Outlook
The outlook remains strong as the company capitalizes on the NCR residential boom and its visionary shift into high-margin data center services.
From the Annual Report (Key Quotes)
“Anant Raj has successfully pivoted from a legacy asset-heavy model to a high-growth data center player.”
“The transition towards annuity-linked income makes it a compelling structural story.”
“Management quality is tempered by historical volatility, but current focus on institutionalization is evident.”
Earnings Call Transcript — Q4 FY2026
Transcript is fetched on demand to save crawl credits. Click below to load the latest earnings call transcript for this quarter.
This summary is AI-generated from Anant Raj Limited's latest quarterly filing and earnings call. For informational purposes only — not investment advice.