Ajmera Realty & Infra India Ltd. (AJMERA) — Tipsheet https://tipsheet.markets/company/ajmera/ Every Tipsheet Editorial note covering Ajmera Realty & Infra India Ltd. (AJMERA), newest first. Grounded in BSE/NSE primary-source filings. en-in Fri, 24 Jul 2026 03:51:55 GMT Ajmera Realty promoters buy ₹7.7 cr in open market https://tipsheet.markets/ajmera-ajmera-realty-promoters-buy-7-7-cr-in-open-market-105759/ https://tipsheet.markets/ajmera-ajmera-realty-promoters-buy-7-7-cr-in-open-market-105759/ Fri, 05 Jun 2026 14:49:43 GMT Four family members lifted their collective stake to 68.56% on June 2 and 4. Four family members lifted their collective stake to 68.56% on June 2 and 4.

What’s new

  • Four promoters bought 641,000 shares on June 2 and 4, lifting stake from 68.23% to 68.56%.
  • The ₹7.7 crore purchase was executed by Manoj, Sanjay, Atul, and Dhaval Ajmera.
  • Disclosure was made under SEBI's substantial acquisition of shares and takeover regulations.

Why it matters

Promoter buying in the open market is a direct cash bet on the company, distinct from holding shares that come with the business. For a ₹2,365 crore market-cap real estate developer, a ₹7.7 crore deployment is small in absolute terms but signals the family thinks the stock is worth adding to at current levels.

What we’re watching

  • Whether this is a one-off or the start of a sustained buying program.
  • Any similar open-market purchases from other real-estate promoter families.
  • The stock's performance relative to the ₹7.7 crore buy-in price.

The full read

Four members of the Ajmera family spent ₹7.7 crore to buy 641,000 shares of Ajmera Realty & Infra India on June 2 and 4. The purchases lifted the promoter group's stake from 68.23% to 68.56%. For a ₹2,365 crore market-cap company, the outlay is small. The move matters for what it is: a promoter writing a cheque for stock in the open market, rather than simply holding existing shares. It is a direct cash bet on the company's prospects. The next test is whether the buying continues.

Primary source: BSE · NSE

]]> Other Tipsheet Editorial Ajmera Realty targets ₹2,200 cr pre-sales for FY27, but Kanjurmarg launch slips https://tipsheet.markets/ajmera-ajmera-realty-targets-2-200-cr-pre-sales-for-fy27-but-kanjurmarg-launch-slips-97609/ https://tipsheet.markets/ajmera-ajmera-realty-targets-2-200-cr-pre-sales-for-fy27-but-kanjurmarg-launch-slips-97609/ Mon, 25 May 2026 17:09:17 GMT FY26 pre-sales rose 57% to ₹1,701 crore with record collections. The ₹2,200 crore FY27 goal now hinges on a project launch pushed to the second half of the year. FY26 pre-sales rose 57% to ₹1,701 crore with record collections. The ₹2,200 crore FY27 goal now hinges on a project launch pushed to the second half of the year.

What’s new

  • FY26 pre-sales jumped 57% to ₹1,701 crore; collections hit a record ₹1,103 crore.
  • Management set an FY27 pre-sales target of ₹2,200 crore.
  • Kanjurmarg land conversion is delayed, pushing its launch to H2 FY27 or later.

Why it matters

The growth target is aggressive and now depends on a delayed project. The plan to move debt-to-equity from 0.53x back toward 1x to fund development adds execution risk to a timeline that's already slipping.

What we’re watching

  • Progress on the Kanjurmarg land conversion, the biggest variable for the FY27 number.
  • The pace of re-leveraging and its effect on interest costs.
  • Pre-sales pace in H1 FY27 versus the ₹2,200 crore annual target.

The full read

Ajmera Realty is guiding for ₹2,200 crore in FY27 pre-sales after a strong FY26, where pre-sales jumped 57% to ₹1,701 crore and collections hit a record ₹1,103 crore. The 29% growth target comes with a catch. The flagship Kanjurmarg project, which likely underpins a chunk of that guidance, is delayed due to a land conversion hold-up, pushing its launch to H2 FY27 or later. The Wadala office launch is also slipping to Q3. To fund its pipeline, management plans to move debt-to-equity from 0.53x back toward 1x in FY27. The operational numbers from FY26 are solid. The project timeline is the next test.

Primary source: BSE · NSE

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