Anant Raj Ltd. · NSE:ANANTRAJ
Anant Raj — Investor Presentation (May 2022)
43 slides from Anant Raj's investor presentation, May 18, 2022
Slide 1: Strong Foundation, Stronger Future
Strong Foundation, Stronger Future.
Slide 2: Strong Foundation
Strong Foundation Shri Ashok Sarin founded the Anant Raj in the year 1969 with blessings from his parents, Lala Anant Ram Sarin and Smt. Raj Kumari Sarin. From these humble beginnings, he built Anant Raj into one of the most renowned, respected and recognised Company in Delhi/NCR over the past five
Slide 3: Our Mission
Our Mission “We aim to achieve our mission by nurturing long term relationships. We aspire to be an employer of choice for real estate professionals and develop an energetic, results driven organization to provide outstanding level of service and expertise in the real estate market to our clients in
Slide 4: Journey to Glory
Journey to Glory 1969-90 1990 -2010 2010 2012 2019 2020 2021 Land Developed Entered into Forayed into JV with Birla Demerged Entered into Acquisition, Commercial & Residential Low-Cost Group Data Centers & Worked as Hospitality Real Estate & Housing & JV Warehousing Contractors Projects for launced
Slide 5: Key Milestones
Key Milestones 5 DECADES 20 MSF 3 STATES Experience in Real Real Estate Geographical Estate Development Projects Developed Presence 6500 UNITS 300 MW 5.5 MSF Affordable Homes Data Centers Commercial Space Developed/Developing Developed/Upcoming Developed 04
Slide 6: Strategic Objectives
Strategic Objectives Investing in Income streams that provides Resilience through various cycles Maximizing Income via Leasing and evolving Products along with Service Offerings Navigating towards more Capital efficient, Multi-sector Real Estate Business Maintaining a track record for Strong Governa
Slide 7: Strong Lineage, Bright Future
Strong Lineage,Bright Future Asian Games Village - Delhi Anant Raj Limited has delivered over 20 MSF of Real Estate projects that includes some of the most well-known Landmarks in NCR like Asian Games Village. Diverse Portfolio across Residential, Commercial, Retail, Hospitality and Social Infrastru
Slide 8: Proven and Scalable Business Model
Proven and Scalable Business Model Land Acquisition Project managment Design & Architecture Flexible and Transparent Land Ensuring Quality Upkeep and Periodic Engaged with well reputed Architects Acquisition Strategy with Preventive Maintenance driving and Top brands with Emphasis on Emphasis on Loc
Slide 9: Our Approach
Sustainable Development We are committed towards conducting Responsible & Sustainable Our Approach Operations following best in class Construction practices and consciously adopting new approach to Design and Development. We are fully aware of the Environmental impact of the Real Estate sector and a
Slide 10: Business Verticals
Business Verticals Residential Commercial Assets Assets Integrated Townships Warehouses IT Parks Affordable Homes Hospitality Retail Group Housing Data Centers Offices 09
Slide 11: Residential Assets
Residential Assets Integrated Township, Group Housing, Affordable Housing 10
Slide 12: The Residential Sector in 2021
The Residential Sector in 2021 ‘Affordable synergy’ and ‘home ownership’ provide a fillip to housing demand The growing need for home ownership supported by all time low mortgage rates, stamp duty waivers in various states and stagnant prices is driving the recovery in housing demand. Green shoots o
Slide 13: Key Trends: Delhi NCR
Key Trends : Delhi NCR 12 Source: JLL
Slide 14: Residential: Trend Analysis
Residential: Trend Analysis 1 2 3 4 Strong Demand Affordability Covid Led Intensification Consolidation Housing Sales & Consumer All time Best Affordability Work from Home made Consolidation in favour of Large, sentiments exhibiting Ratio Consumers realize Importance of Credible Developers remains s
Slide 15: Anant Raj Estate Township
Anant Raj Estate Township Plots Villas Independent plots extending from 270 - 1000 square yards Luxury Villas extending from 252 – 500 square yards offer the located in high-class-liberating pockets. opportunity to create a home tailored to their every need and Prospect to build a residence accordin
Slide 16: Anant Raj Estate Township
Anant Raj Estate Township Independent Floors Joy Square (JV with AIPL) Independent floors with a lifestyle of international standards at an Land area: ~2.83 acres affordable range extending from 270– 400 yards. Total construction area (planned): 3,65,000 Sq. Ft A range of 3 BR and 3 BR+ lounge + Ser
Slide 17: Affordable Housing: Our Approach
Affordable Housing: Our Approach Ventured in 2012 1 2 3 4 Lower Capital Risk Perfect Locations Govt. Collaborations Proven Approach Focus is on low cost Developing projects near Developing houses on land Replicating highly housing with average large industrial areas or generally allotted by the succ
Slide 18: Residential: Affordable Housing
Residential: Affordable Housing Anant Raj Aashray, Aangan Aashray, Anant Raj Aashray, Neemrana Gurugram Tirupati Successfully delivered a 2,600 units in an JV with Adani Group 1850 Affordable Homes spread over an industrial colony, which is well-connected 1,600 Affordable Homes spread over an area o
Slide 19: Ongoing & Upcoming Residential Assets
Ongoing & Upcoming Residential Assets Project Name Location Project Type Area (Acres) Residential Anant Raj Estate Sector 63A, Gurugram Township 115.00 Assete Avarna, JV with Birla Sector 63A, Gurugram Independent Floors 47.00 Housing Project Lakhnaula Gurugram Group Housing 9.86 Anant Raj Aashray N
Slide 20: Commercial Assets
Commercial Assets Office Space, Retail, IT Park 19
Slide 21: Trends: Commercial Sector
Trends: Commercial Sector In 2021, a nationwide lockdown forced corporates to adopt work from home practices. This mass remote working experiment was relatively successful, which challenged traditional notions and prompted corporate occupiers to rethink workplace design and utilization. Corporate oc
Slide 22: Commercial Market Growth
Commercial Market Growth New Cycle of Office Market Growth Strong market fundamentals in the form of sustained IT sector growth, increasing demand from sectors such as e-commerce, healthcare, FMCG and the growing presence of institutional investors will continue to drive the office market in 2021. T
Slide 23: IT Parks
IT Parks Anant Raj Tech Park, Anant Raj Tech Park, Anant Raj Trade Centre, Office Building, Sector Manesar Panchkula Rai 44, Gurugram Land Area (acres) - 10 Land Area (acres) - 9.23 Land Area (acres) - 25 Land Area (acres) - 2 Total Constructed Area - 1.80 msf Total Constructible Area - 1.60 Total C
Slide 24: Our Malls
Our Malls Karol Bagh Mall Joy Square (JV with AIPL) Land area: 1 Acre approx. Land area: ~2.83 acres Total construction area: 100,000 Sq. Ft Total construction area (planned): 3,65,000 Sq. Ft Leasable area: 90,000 Sq. Ft; 30% leased out Present status: Under Construction Present status: Completed Sa
Slide 25: Data Centers
Anant Raj Limited
Slide 26: Market Outlook
Market Outlook Supply NCR witnessed 2 MW capacity addition during H1 2021 Players are land banking to provide options for hyperscalers to make their footprint Demand Enterprise demand led to 2.5 MW absorption during H1 2021 Outlook Digital initiatives and likely government contracts expected to be k
Slide 27: Delhi NCR Supply Vs Demand Analysis
Delhi NCR Supply Vs Demand Analysis mn.s.f Monthly recurring charges Low High Supply MW Sub 250 kw $140 $150 Total Inventory 1.0 42.0 250 Kw - 1MW $110 $125 Total Vacant 0.2 10.0 1-5 MW $90 $95 Under Construction H1 2021 0.0 6.4 5MW plus $70 $80 Planned (2022 & 2023) 0.4 40.6 Planned (2022 & 2023) 7
Slide 28: Strategic Early Movers Advantage
Strategic Early Movers Advantage Business Model and Strategy India’s Data Center Overview Plans to develop Tier III and Tier IV Data Centre up to India is witnessing robust The market is expected to India is the 2nd fastest 300 MW IT load growth in DC market, grow at 12% CAGR from growing digital ec
Slide 29: Data Centers: Assets under Development
Data Centers: Assets under Development Anant Raj Tech Park, Anant Raj Tech Park, Anant Raj Trade Centre, Manesar Panchkula Rai Area: 10 Acres; Constructed Area: 1.8 Mn Area: 9.23 Acres; Constructible Area: 1.6 Mn Sq. Area: 25 Acres; Constructible Area: 5.1 Mn Sq. Ft Ft Sq. Ft; 2.1 Mn Sq. Ft construc
Slide 30: Warehousing
Ye WS Lee g Warehousing
Slide 31: Warehousing: A Big Opportunity
Warehousing: A Big Opportunity Total Warehousing Transactions across 8 primary (mn sq m) FY 2017 FY 2021 FY 2026 0 2 4 6 8 • 8 primary markets include NCR, Mumbai, Pune, Bengaluru, Chennai, Hyderabad, Kolkata, Ahmedabad. • FY 2026P denotes the projected transaction volumes in FY 2026. NCR witnessed
Slide 32: Leasing: Warehousing
Leasing: Warehousing Build to Suit Expertise Tie-Ups Future-proof warehouse which can Capitalize on warehousing rental opportunity Project will be pursued post back be customized to meet any owing to ARL’s experience of developing a to back tie ups operational requirements large single location ware
Slide 33: Warehousing: Land Parcels
Warehousing: Land Parcels S. No. Site Name Area in Acres 1. Dhansa, Najafgarh 6.59 2. Holambi Khurd,Kherakhur, Delhi 18.71 3. Rewari, Haryana 14.05 4. Essapur Najafgarh Delhi 4.45 5. Mundhela Kalan Najafgarh,Delhi 15.16 6. Bhatti Mines Maheruli New Delhi 24.46 Total Land 83.42 32
Slide 34: Hospitality
Hospitality 33
Slide 35: Key Features
Key Feautures ARL owns 3 hotels next to T3 International Airport in Delhi; vicinity also comprises of Luxury farm houses & upcoming high rise residential buildings. FAR has been increased 5 times to 1.7x; proposed build up area for development of Hotel Stellar Resort is ~0.82msf and Bel-La Monde is
Slide 36: Leasing: Building a Rental Portfolio
Leasing: Building a Rental Portfolio Land and Building Location Area (Acres) IT Park Manesar, Haryana 10.00 Rai, Haryana Commercial IT SEZ 25.00 IT Park Panchkula, Haryana 9.23 Commercial Building Sector 44 Gurgaon 2.00 Mall Karol Bagh, Delhi 0.72 Hotel Land Near T3 IGI, Delhi 5.00 Hospitality Hotel
Slide 37: Executive Management Team
Executive Management Team Amit Sarin Aman Sarin Ashim Sarin Managing Director Director & CEO Director & COO The Fourth Generation Executive Management Team has been instrumental in the Diversification and Growth of the company by stepping into large-scale IT parks, Data centres, Integrated Residenti
Slide 38: Strong Leadership Team
Strong Leadership Team Excellent Domain Knowledge PANKAJ KUMAR MANOJ SURAJ PARKASH VARUN MANOJ K RAVI MOHAN GUPTA PAHWA SETHI KHULAR GOYAL KHURANA AKHIL GAURAV HEMANT RAVINDER NAVEEN SUDHIR KUMAR SHARMA VARSHNEY KUMAR KHANNA SOLANKI 37
Slide 39: Way Forward: Strategic Priorities
Way Forward: Strategic Priorities Focus on Enhancing Occupancy of Commercial Assets Monetising Existing Portfolio of Residential Assets Expansion across Township Project Grow the Affordable Housing Segment Value Unlocking from Existing Real Estate Land Strengthening Portfolio with World- Class Data
Slide 40: Q3FY22 Performance Update
Q3FY22 Performance Update 39
Slide 41: Q3FY22 Key Highlights
Q3FY22 Key Highlights Increased traction in sales despite COVID related challenges and headwind; Commenced data center setup work in Manesar; TIA-942 Tier 3 Certificate for 21 MW already received, initial 3 MW to commence from Apr’22. Applied License for Deen Dayal Jan Awas Yojana for 20 acres of la
Slide 42: Q3FY22 Financial Performance
Q3FY22 Financial Performance Revenue EBITDA PAT All amount in INR Million 1,250 298 150 300 282 1,011 130 227 118 1,000 911 110 870 200 100 750 500 100 50 250 0 0 0 Q3FY21 Q2FY22 Q3FY22 Q3FY21 Q2FY22 Q3FY22 Q3FY21 Q2FY22 Q3FY22 3,000 750 715 400 2,609 314 300 2,000 500 453 1,594 200 1,000 250 100 66
Slide 43: Thank You
Thank You Head Office H-65, Connaught Circus, ND-110001 +91 11 43034400, +91 11 41516772 +91 11 43582879 info@anantrajlimited.com www.anantrajlimited.com For investor related queries, kindly contact: Sheetal Khanduja +91 97693 64166 sheetal@goindiaadvisors.com CIN: L45400HR1985PLC021622 Rajat Gupta