Company Overview

Arihant Foundations & Housing Limited submitted an investor presentation for Q4/FY26 ended 31st March 2026, in compliance with SEBI Listing Regulations (Regulation 30). The document highlights the company's 40-year journey, operational performance, and financial results.

Operational Highlights - FY26

  • Pre-Sales Value: ₹514 Crore, a 28% year-on-year (YoY) increase from FY25.
  • Area Sold: 8.11 Million Square Feet.
  • Collections: ₹359.56 Crore for the full year.

Operational Highlights - Q4FY26

  • Pre-Sales Value: ₹183.27 Crore, a 46% quarter-on-quarter (QoQ) increase from Q3FY26.
  • Area Sold: 253,268 Square Feet, a 122% QoQ increase from Q3FY26.
  • Collections: ₹60.86 Crore for the quarter.

Financial Highlights - FY26

  • Revenue: ₹431.70 Crore, a 41.5% YoY increase.
  • EBITDA: ₹108.75 Crore, a 15% YoY increase.
  • Profit After Tax (PAT): ₹58.97 Crore, a 38.1% YoY increase.

Strategic Developments & Portfolio

  • Land Acquisition: Acquired 18 acres in the heart of Chennai, noted as one of the largest transaction deals in the city in the last 15 years.
  • Strategic Alliance: Formed a strategic alliance with Prestige Estates, described as a transformational milestone.
  • Total Gross Development Value (GDV): ₹11,251 Crore (Arihant's share: ₹6,033 Crore).
  • Total Area Developed: Over 25 Million Square Feet over 40 years.
  • Ongoing Development Pipeline: Over 5.0 Million Square Feet under development.

Project Portfolio Breakdown

Commercial Projects (7 ongoing)

  • Total GDV: ₹1,717 Crore (Arihant's share: ₹924 Crore).
  • Key projects include Silhouette (Guindy, 300,000 Sq Ft, GDV ₹500 Cr), Sublime (OMR, 320,000 Sq Ft, GDV ₹450 Cr), and Equitas Tower (Saidapet, 173,000 Sq Ft, GDV ₹267 Cr).

Luxury Residential & Plotted Layouts

  • Total GDV: ₹8,788 Crore (Arihant's share: ₹4,806 Crore).
  • Total Area: 59.55 Lakh Square Feet.
  • Key projects include Project "Padi" (Padi, 36,00,000 Sq Ft, GDV ₹5,000 Cr), Park Street (Velechery, 750,000 Sq Ft, GDV ₹1,600 Cr), and Here & Now (Perungudi, 660,000 Sq Ft, GDV ₹1,200 Cr).

Senior Housing Projects

  • Total GDV: ₹706 Crore (Arihant's share: ₹287 Crore).
  • Total Area: 10.79 Lakh Square Feet.
  • Flagship projects: Swarang (Nemmeli ECR, 550,000 Sq Ft, GDV ₹420 Cr) and Shubam (GST, 529,000 Sq Ft, GDV ₹286 Cr).
  • The company is a pioneer in organized senior living in Chennai, having partnered with Ashiana since 2014.

Management Team

The presentation details the experienced management team:

  • Kamal Lunawath: Managing Director with over 27 years at the company.
  • Vimal Lunawath: Chief Financial Officer & Whole-Time Director with over 24 years of experience.
  • Bharat Jain: Whole-Time Director with over 22 years of experience.
  • Harish Marlecha: Head of Sales with over 20 years of experience.
  • Abhishek Gouthamchand: Head of Business Development with 15 years of experience.
  • Arun Rajan: Chief Executive Officer with over 14 years of experience, 11 in real estate.

Market Context

The presentation outlines a positive market outlook for Tamil Nadu and Chennai, driven by factors including:

  • Strong commercial leasing activity, with GCC office absorption making Tamil Nadu the #1 state in India with a 41% share in FY25.
  • Infrastructure catalysts like Chennai Metro Phase II extending corridors connecting to areas where Arihant has active projects (OMR, Guindy, Perungudi).
  • Policy tailwinds, including FSI reforms for redevelopment.