Arihant Foundations & Housing Ltd

Business overview

• Four-segment real estate developer: Residential, Commercial, Senior Living, Plotted Developments.
• 40-year relationships with Chennai landowners; JV-driven growth.
• Relationship capital includes IT parks, JP Morgan capital, and Prestige Estates alliances.
• Senior Living pipeline: 10.8 lakh sq ft; first-mover with Ashiana since 2014.
• Diversified portfolio across Residential, Commercial, Senior Living, Plotted increases resilience.
• Management team brings decades of real estate, finance and project delivery experience.
• Market focus: Tamil Nadu & Chennai with policy tailwinds.

Operational highlights

• PAT for Q1 FY27 stood at ₹24.09 Cr, up 47% YoY.
• Commercial projects: Arihant Share GDV ₹1,090 Cr; area 11.43 Lakh Sq Ft.
• Senior Housing: Arihant Share GDV ₹287 Cr; area 10.79 Lakh Sq Ft.

Financial performance

• PAT growth of 47% YoY reflects stronger project execution.
• Commercial and senior housing GDV: ₹1,090 Cr and ₹706 Cr.
• Total area: Commercial 11.43 Lakh Sq Ft; Senior Housing 10.79 Lakh Sq Ft.

Governance & leadership

• Experienced leadership: Kamal Lunawath (MD), Vimal Lunawath (CFO & WTD), Bharat Jain (WTD).

Key approvals

• Approved unaudited standalone and consolidated Q1 FY27 results for quarter ended 30 June 2026, with Limited Review Report.
• Press Release on results enclosed.
• Consolidated Q1 FY27 revenue 135.67 Cr; EBITDA 37.73 Cr; PBT 31.27 Cr; PAT 24.09 Cr; margin 27.8%.
• Pre-sales ₹168 Cr; area sold 1.45 lakh sq ft; collections ₹69 Cr.
• Development pipeline shows large residential projects approved or nearing final approval; launch expected this financial year.
• Ongoing portfolio GDV ₹11,251 Cr across ~8 million sq ft.

Meeting Details

• Meeting scheduled for Friday, August 14, 2026.
• Time and venue not disclosed.

Key Agenda Items

• Consider and approve unaudited financial results for the quarter ended June 30, 2026.

Other Notes

• Corrigendum issued correcting results type to unaudited for quarter ended June 30, 2026.

Meeting Details

• Meeting on August 14, 2026; time and location not disclosed.

Key Agenda Items

• Consider and approve audited financial results for quarter and year ended June 30, 2026 (FY 2026-27).

Other Notes

• Trading window closed until 48 hours after the financial results announcement.

Price movement clarification

• Company confirms no reportable developments; operations as usual and disclosures will continue as per Regulation 30.

Dematerialisation processing and listing confirmation

• Dematerialisation requests were processed and confirmed to depositories.
• Securities dematerialised have been listed on the stock exchanges where earlier issued securities are listed.
• Physical certificates received for dematerialisation were mutilated and cancelled; depository name substituted as registered owner within prescribed timeline.

Acquisition details

• Outright acquisition of land parcel over half an acre on Anna Salai, Chennai, adjacent to Hyatt Regency.
• Land is intended for boutique Grade A office development with estimated GDV of ₹300 crore.

Strategic rationale

• Part of a strategy to expand Arihant's commercial real estate portfolio in prime Chennai locations.
• Aligns with developing Grade A assets in land-scarce central micro-markets.
• Follows a previous land acquisition near Boat Club to build a landmark asset.

Market context

• Mount Road is Chennai's premier commercial address with rising demand for premium Grade A space.
• Asset aims to cater to corporates, GCCs, IT, financial services and engineering tenants.

Arihant Foundations & Housing Limited - Trading Window Closure from July 01, 2026 and end 48 hours after the results are made public for the quarter ended June 30, 2026

FY26 results

• Arihant Foundations reported audited standalone and consolidated FY26 results.
• Consolidated revenue rose 95% year-on-year to ₹431.70 crore.
• Consolidated EBITDA increased 36.4% to ₹108.75 crore.
• Consolidated profit before tax rose 41.5% to ₹82.41 crore.

Q4 performance

• Q4FY26 consolidated revenue was ₹157.53 crore, up 111.6% year-on-year.

Operations and pipeline

• Construction progressed on schedule, completions accelerated, and collections improved during the year.
• Ongoing portfolio spans 8.11 million sq. ft. across residential, luxury, senior housing, and commercial segments.
• Total gross development value of the ongoing portfolio was ₹11,251 crore.

Outlook

• Management said FY27 begins with the strongest project pipeline to date.
• The company plans disciplined launches and completions to support steady operational progress.