Financial Highlights Q1 FY27

  • Revenue: ₹135.67 Crore, representing 60% year-over-year growth
  • EBITDA: ₹37.73 Crore, representing 56% year-over-year growth
  • PBT (Profit Before Tax): ₹31.27 Crore, representing 47% year-over-year growth
  • PAT (Profit After Tax): ₹24.09 Crore, representing 47% year-over-year growth

Operational Highlights Q1 FY27

  • Pre-sales Value: ₹168 Crore
  • Collections: ₹69 Crore

Company Overview & Historical Milestones

  • 40 years of operations in real estate development
  • Total developed area: Over 25 million square feet
  • Key historical milestones:
  • 1984: First project launched in Kilpauk, Chennai
  • 1995: IPO and public listing
  • 2008: JP Morgan partnership for institutional capital
  • 2014: Ashiana partnership introducing organized senior housing to Chennai
  • 2024: Sold Equitas Tower at premium
  • 2025: Strategic alliance with Prestige Estates
  • 2026: Acquired 18 acres in heart of Chennai (described as one of the largest transaction deals in 15 years)

Project Portfolio Breakdown

Total GDV Pipeline: ₹11,388 Crore (Arihant share: ₹6,094 Crore)

Commercial Projects (8 ongoing):

  • Total GDV: ₹2,057 Crore (Arihant share: ₹1,090 Crore)
  • Total area: 11.43 lakh sq ft of Grade A office space
  • Key projects: Silhouette (Guindy, 3 lakh sq ft, ₹500 Cr GDV), Sublime (OMR, 3.2 lakh sq ft, ₹450 Cr GDV), Equitas Tower (Saidapet, 1.73 lakh sq ft, ₹267 Cr GDV)

Luxury Residential & Plotted Layouts:

  • Total GDV: ₹8,475 Crore (Arihant share: ₹4,567 Crore)
  • Total area: 53.61 lakh sq ft
  • Key projects: Here & Now (Perungudi, 6.6 lakh sq ft, ₹1,200 Cr GDV), Park Street (Velechery, 7.5 lakh sq ft, ₹1,600 Cr GDV), Project Padi (Padi, 36 lakh sq ft, ₹5,000 Cr GDV)

Senior Housing Projects (2 flagship projects):

  • Total GDV: ₹706 Crore (Arihant share: ₹287 Crore)
  • Total area: 10.79 lakh sq ft
  • Projects: Swarang (Nemmeli ECR, 5.5 lakh sq ft, ₹420 Cr GDV), Shubam (GST, 5.29 lakh sq ft, ₹286 Cr GDV)
  • Market position: First mover in organized senior living since 2014

Management Team

  • Kamal Lunawath: Managing Director with 27 years experience
  • Vimal Lunawath: CFO & Whole-time Director with 24 years experience
  • Bharat Jain: Whole-time Director with 22 years experience
  • Harish Marlecha: Head of Sales with 20 years experience
  • Abhishek Gouthamchand: Head of Business Development with 15 years experience
  • Arun Rajan: CEO with 14 years experience (11 in real estate)

Market Opportunity Analysis

Presentation highlights structural growth drivers in Tamil Nadu and Chennai:

  • India's fastest-growing state with electronics & technology engine
  • GCC office absorption: FY25 #1 state in India with 41% share, up 53% YoY
  • Data center rank: #2 in India with 500 MW target
  • Infrastructure catalysts including Chennai Metro Phase II connecting OMR, Guindy
  • Regulatory momentum positive with redevelopment FSI reform

Disclaimer

Includes standard forward-looking statement disclaimer noting that actual results may differ from expressed or implied statements due to changes in industry structure, political/economic environment, tax laws, litigation, and labor relations.