ALFA Finder| Revenue growth | Q2 revenue ₹576 Cr, +247% YoY; H1 +49%, handover-driven. |
|---|---|
| Margins | H1 EBITDA ₹64 Cr, +59% YoY; analyst cites 18%→10% margin fall. |
| Order book | Q2 bookings ₹834 Cr vs ₹303 Cr YoY; no peer comparison. |
| Demand visibility | Senior-living H1 bookings ₹310 Cr; management sees FY27-28 dip. |
| Management confidence | Optimistic; deflected on Apollo encroachment and class action. |
Growth
Q2 revenue +247% YoY on a ₹166 Cr base; H1 +49%. Recognition is delivery-led, while H1 collections grew only 13%.
Outlook
FY27 PAT over ₹250 Cr; ₹500 Cr PAT by FY30 (slipping). Senior-living ₹700 Cr+ bookings FY27, ₹1,500 Cr by 2030.
Risks
Analyst-cited EBITDA margin fell 18%→10%; management blamed legacy land costs. Apollo encroachment and class action unresolved; senior-living dip expected FY27-28.
Last quarter's promises, checked
Delivered
- Guided ₹532 Cr revenue from Anmol P3 + Amarah P1 OCs in Q2 → Q2 revenue ₹576 Cr (= BEAT)
- Guided H1 presales exit ₹1,050–1,100 Cr → Q1 ₹358 Cr + Q2 ₹834 Cr = ₹1,192 Cr (= BEAT)
Partly delivered
- Guided FY27 revenue ~₹2,000 Cr → H1 ₹683 Cr (₹107 + ₹576), 34% of target; H2 unverified (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: ASHIANA. Summary written with AI assistance from the document.
Ashiana Housing Ltd: key numbers
- Share price
- ₹351.80
- Market cap
- ₹3,536 Cr
- Revenue (annual)
- ₹1,143 Cr
- Net profit (annual)
- ₹117.9 Cr
- P/E (TTM)
- 24.9×Sector 38.2×
- Promoter holding
- 61.11%+0.00% QoQ
- FII holding
- 8.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ashiana Housing Ltd
All →Ashiana Housing Debt & Borrowing: ₹2.35 Cr
Ashiana Housing paid Rs 2.35 Crore interest on its secured NCDs on 7 November 2026. Payment was made ahead of the 13 November due date.
- Value
- ₹2.35 Cr
Ashiana Housing Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹575.7 Cr (+248% YoY) on handovers; PAT ₹51.0 Cr (+85%); record Q2 booking value ₹834 Cr; senior-living focus, net cash balance sheet.
Ashiana Housing Q2 FY27 Results: Net Profit ₹51 Cr, Up 85.5% YoY
Ashiana Housing Ltd reported revenue from operations of ₹575.7 Cr (+247.6% YoY) and net profit of ₹51 Cr (+85.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹51 Cr · +85.5% YoY
Ashiana Housing Management Change
Ashiana Housing disclosed resignations of three senior management members: Deepak Dhyani (Senior VP-Sales), Surbhi Dewan (VP-HR) and Amit Suvra Dutta (VP-Jamshedpur). The filing is a Regulation 30 change-in-management notice with no monetary value.
Ashiana Housing Business Update
Ashiana Housing reported October 2026 bookings of 1.23 lakh sq ft worth Rs.107.21 Crore. Year-to-date booked value stands at Rs.1,299.24 Crore.
- Value
- ₹107.2 Cr
Ashiana Housing Capacity Expansion
Ashiana Housing signed a JDA for a Senior Living project on 4.41 acres in Gurugram. The 7.25 lakh sq. ft. area has estimated ₹1,300 Crore sales potential.
- saleable area of Senior Living project
- 725000 sq. ft.