Anant Raj Limited (515055) Q4 25/26 earnings summary

Executive summary

• Achieved strong revenue and profit growth in both Q4 and FY26, driven by real estate and data center segments.

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved, with a final dividend of Re. 1 per equity share recommended, subject to shareholder approval.

• Expanded operational data center capacity and secured new projects in Gurugram and Andhra Pradesh.

• Strategic expansion in Data Center business, including a new MOU for 50 MW IT Load in Andhra Pradesh, with total planned capacity reaching 357 MW and an investment plan of Rs. 20,000 Cr.

• Board initiated evaluation of a merger/demerger to segregate Real Estate Development and Data Center Services into independent entities for operational efficiency and value unlocking.

Financial highlights

• Q4 FY26 revenue rose 19.64% YoY to ₹646.81 Cr; EBITDA up 28.44% YoY to ₹196.02 Cr; PAT up 25.19% YoY to ₹148.71 Cr.

• FY26 revenue grew 21.92% YoY to ₹2,511.60 Cr; EBITDA up 35.94% YoY to ₹723.15 Cr; PAT up 30.81% YoY to ₹557.02 Cr.

• Consolidated total assets increased to Rs. 6,868.66 Cr as of March 31, 2026, from Rs. 5,234.52 Cr a year earlier.

• Cash and cash equivalents (consolidated) rose to Rs. 899.46 Cr as of March 31, 2026, from Rs. 330.02 Cr a year earlier.

• Net debt reduced significantly over the years, with consistent dividend payout at 50% of face value in FY26.

Outlook and guidance

• Plans to operationalize an incremental 35 MW IT load in data centers in the next financial year.

• Targeting 357 MW total IT load capacity by FY2032, with 117 MW to commence by FY2028.

• Planned investment of Rs. 20,000 Cr to expand Data Center capacity to 357 MW IT Load.

• Board evaluating strategic restructuring to unlock value and enable focused growth in both Real Estate and Data Center segments.

• Further expansion in Gurugram and Delhi, leveraging a robust land bank for future developments.