Synopsis: An international brokerage is still optimistic about Anant Raj, citing better business prospects and future advances in its infrastructure and real estate divisions that could support additional gains.
The article explains the reasoning for this worldwide brokerage’s optimistic view of the company, which mostly concentrates on the Delhi-NCR area and has expanded from residential, commercial, and retail expansions into high-growth industries like data centers and cloud services.
With a market capitalization of Rs 18,805 crore, Anant Raj Ltd’s share closed at Rs 523 crore, down by 1.14 percent from its previous day’s close. The share of the company gave a return of 800 percent over the last five years.
Brokerage’s View
Nomura has maintained a Buy rating on Anant Raj with a target price of Rs 650, implying an upside potential of around 24 percent from current levels, according to the brokerage.
Improving visibility in cloud business: Nomura expects revenue visibility from the company’s cloud segment to improve from Q2 FY27F, as utilisation levels rise and operations move towards a more stable commercial scale. This is likely to support steadier income flow from the segment going ahead.
New cloud capacity to drive rental income: The newly commissioned 1.5 MW cloud capacity is expected to start contributing rental income from Q2 FY27F. This addition is likely to bring in an extra revenue stream as demand for data infrastructure continues to build up.
Luxury housing project launch ahead: The company is also expected to launch its luxury group housing project in Q2 FY27F. This launch may help in supporting future sales bookings and improving cash flow visibility from its real estate segment.
Strong data centre expansion pipeline: Anant Raj is planning a sharp expansion in its data centre capacity to 63 MW by FY27 and further to 117 MW by FY28. This expansion strengthens its positioning in the growing digital infrastructure and data storage space.
About the Company
Anant Raj Ltd was incorporated in 1985 as Anant Raj Clay Products by Ashok Sarin. It is primarily engaged in the development and construction of IT parks, hospitality projects, SEZs, office complexes, shopping malls, and residential projects in the State of Delhi, Haryana, Andhra Pradesh, Rajasthan, and NCR.
Financial Highlight: The revenue from operations grew by 20 percent to Rs 647 crore in Q4 FY26 from Rs 541 crore in Q4 FY25, and EBIDT grew by 18 percent to Rs 167 crore in Q4 FY26 from Rs 142 crore in Q4 FY25.
This was accompanied by a net profit growth of 24 percent to Rs 149 crore in Q4 FY26 from Rs 119 crore in Q4 FY25, resulting in an EPS growth of 18 percent to Rs 4.07 per share in Q4 FY26 from Rs 3.46 per share in Q4 FY25.
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