Ajmera Realty & Infra India Ltd. - Q2 FY26 Operational Update & Market Reaction

Ajmera Realty & Infra India Ltd. has reported a landmark performance in its provisional update for the second quarter of FY26, achieving its highest-ever quarterly sales. This robust operational performance has been met with positive investor sentiment, reflected in a notable uptick in its share price. Detailed Performance Analysis: Record-Breaking Sales: The company recorded unprecedented sales bookings of ₹720 crore for Q2 FY26. This marks a substantial year-on-year (YoY) growth of 184% from ₹254 crore in Q2 FY25 and a remarkable sequential (QoQ) surge of 567% from ₹108 crore in Q1 FY26. Strong H1 Performance: For the first half of the fiscal year (H1 FY26), sales value grew by a healthy 48% to ₹828 crore, compared to ₹560 crore in the corresponding period last year. Significant Area Growth: Sales in terms of carpet area witnessed a 101% YoY increase, reaching 2.29 lakh square feet during the quarter. Robust Collections: Cash collections remained strong, increasing by 66% YoY to ₹220 crore for the quarter. For H1 FY26, total collections stood at ₹454 crore, a 52% increase from the previous year, indicating disciplined execution and healthy cash flow management. Management Commentary & Strategic Outlook: Mr. Dhaval Ajmera, Director - Corporate Affairs, attributed this exceptional performance to the company's consistent strategy of focusing on high-quality developments within premium micro-markets. The results underscore the success of their disciplined execution and strong financial management. Market Reaction: The market responded favorably to this strong operational update. Shares of Ajmera Realty were trading higher by 4.1% at ₹1,031. This positive momentum builds on the stock's 24.4% gain over the last six months, signaling sustained investor confidence in the company's growth trajectory. This performance positions Ajmera Realty for a strong fiscal year ahead.