• Event Type: Q1 FY27 earnings conference call for analysts and investors to discuss quarterly performance.
  • Date and Time: Held on 12th August 2026 (time zone not specified).
  • Purpose: Discussion of company performance for the quarter ended 30th June 2026.
  • Management Participants: Mr. Varun Gupta (Whole-Time Director), Mr. Vikash Dugar (Chief Financial Officer).
  • Moderator: Ms. Kunjal Agarwal from Arihant Capital Markets Limited.
  • Presentation Availability: Investor presentation and relevant materials are available on the company website.
  • UPSI Statement: The transcript does not contain any explicit statement regarding unpublished price sensitive information.

Financial Highlights Discussed:

  • Q1 FY27 Booking Value: INR358 crores (3.6 lakh square feet, 234 units)
  • Q1 FY27 Collections: INR409 crores (6% YoY growth)
  • Average Realization: INR9,923 per square foot (37% YoY increase)
  • Revenue from Operations: INR107 crores (vs INR293 crores in Q1 FY26)
  • Operating Cash Generation: INR121 crores (vs INR108 crores in same quarter last year)
  • NCD Redemption: INR31.25 crores (25% of original issue to ICICI Prudential Mutual Fund)

Strategic Updates:

  • Land Acquisition: 28.55 acres at Vadgaon, Maval in Pune for Senior Living project
  • Projected Saleable Area: ~20 lakh square feet
  • Potential Sales Value: ~INR1,800 crores
  • Project Handover: Commenced handover for Phase 1 of Ashiana Nitara in Jaipur

Forward-looking Statements:

  • FY27 Presales Guidance: INR2,200 crores
  • H1 FY27 Exit Target: INR1,050-1,100 crores presales
  • ROE Target: Sustain at least 15% ROE long-term
  • Senior Living Growth Target: 25% CAGR, targeting INR1,500 crores presales from Senior Living by FY29-30
  • Capital Deployment: INR800 crores budget for FY27 including INR180 crores already deployed

Additional Notes Section

  • The document is a transcript of the earnings conference call submitted to stock exchanges.
  • The transcript includes detailed Q&A session with multiple investors and analysts.
  • No financial data attachments were mentioned in the disclosure beyond the transcript itself.
  • The company's investor relations contact is provided: investorrelations@ashianahousing.com