Anant Raj Ltd. · NSE:ANANTRAJ
Anant Raj — Investor Presentation (December 2023)
22 slides from Anant Raj's investor presentation, Dec 24, 2023
Slide 1: Submission of Investor Presentation cover letter
Anant Raj Liniited CIN: L45400HR1985PLC021622 Head Off: H-65, Connaught Circus, New Delhi-110 001 Tel: 011-43034400, 23324127, 23323880,43582879 E-mail: info@anantrajlimited.com Website: www.anantrajlimited.com Anant Raj Limited Regd. Office: CP-1, Sector-8, IMT Manesar, Haryana-122051 Tel : (0124)
Slide 2: Investor Presentation December 2023
Strong Foundation, Stronger Future. Investor Presentation December 2023
Slide 3: Disclaimer
Disclaimer IMPORTANT: You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by Anant Raj Limited (the “Company”) or any person on behalf of the Company, and any question-and-answer session that follows the ora
Slide 4: Industry Disclaimer
Industry Disclaimer 1. The Market Study Report (hereafter referred to as “Report”) is not based on comprehensive market research of the overall market for all possible situations. Cushman & Wakefield India (hereafter referred to as “C&WI”) covered specific markets and situations, which are highlight
Slide 5: Anant Raj – One of the leading real estate developer in Delhi-NCR
Anant Raj – One of the leading real estate developer in Delhi-NCR 1 Industry tailwind and low inventory in micro markets Strong promoter background with proven execution capability 2 ◼ Fourth generation entrepreneur – with five decades of brand presence 3 Track record of consistent financial perform
Slide 6: Industry tailwinds with cyclical upswing in Delhi NCR market
Industry tailwinds with cyclical upswing in Delhi NCR market Gurugram stands out as one of the most dynamic real estate markets in the NCR, with ~51% of absorbed units in 2022 Delhi NCR residential market (in ‘000 housing units) Gurugram residential market key highlights (CY22) (Thousands) 162.3 162
Slide 7: Golf Course Extn Road – highly buoyant micro market in Gurugram
Golf Course Extn Road – highly buoyant micro market in Gurugram Home to premium and luxury projects with presence of renowned developers Gurugram’s key micro-markets Increasing demand driving new launches in GCER property market Number of Units Launched Golf Course Extn 1,564 1,561 Road (GCER) 1,073
Slide 8: Strong promoter background with proven execution capability
Strong promoter background with proven execution capability Five decades of legacy in real estate with proven track record Early 1970s till 1986 1986-2008 2011 2011-2012 2019 2020 2020 2022 2023 Land Acquisition. Developed Entered residential real Forayed into low-cost JV with Demerged(1) Launched B
Slide 9: Strong financial growth coupled with balance sheet strengthening
Strong financial growth coupled with balance sheet strengthening Post demerger demonstrated strong financial growth along with significant reduction in leverage Revenue (INR Crores) EBITDA (INR Crores) PAT (INR Crores) 100% CAGR 1,005 111% CAGR 252 272% CAGR 151 110 667 161 501 122 55 270 66 11 F Y
Slide 10: Residential and Commercial Projects
Residential and Commercial Projects 9
Slide 11: Gurugram, Sec 63 A – Premium location on Golf Course Extn Road
Gurugram, Sec 63 A – Premium location on Golf Course Extn Road Company has 167.14 acres of land in sector 63A Anant Raj Estate Ashok Estate Area: 82 acres Area: 20.14 acres Birla Navya Group Housing* Area: ~47 acres Area: ~18 acres • Premium locality with proximity to DLF 5, One Horizon Center (7 km
Slide 12: Anant Raj Estate – Flagship residential township in premium locality
Anant Raj Estate – Flagship residential township in premium locality Spread across 82 acres in premium location comprising Luxury Villas, Plots, Floors and Commercial & Shopping Complexes Project Details Plots Floors Villas Anant Raj Estate was launched in Sector 63 A, Gurugram with a product mix of
Slide 13: Other Projects under development / upcoming in sector 63A
Other Projects under development / upcoming in sector 63A Ashok Estate - Small sized plots targeted to mid-segment Estate Residences – ~18 acre Group Housing Premium 4 and 5 BHK ultra luxury Received licence on 20.14 acres of apartments, 250 units to be launched land, launched as Ashok Estate in in
Slide 14: Diverse portfolio of commercial assets with stable cash flows
Diverse portfolio of commercial assets with stable cash flows Well-diversified portfolio spread across commercial, IT, Hospitality and Shopping Malls provides stable cash flows Hotel Bel-La Monde, New Delhi Office Building, Sector 44, • Additional leasable area of 0.49 msf under Gurugram development
Slide 15: Data Centres
Data Centres 14
Slide 16: Data centers – A multi year mega opportunity
Data centers – A multi year mega opportunity Rising data consumption coupled with data localisation law fuelling rapid demand Data center capacity expected to grow at CAGR of 38% (CY22-26E) Key drivers for growth 2,845 Rising digital 2,570 India is one of the fastest Government backing adoption and
Slide 17: Data centers – Investments in high growth, high yield segment
Data centers – Investments in high growth, high yield segment Total potential DC capacity of 300 MW with lower installation cost and faster time to market 43.40 acres of land parcel TIA-942 Tier III Certificate Partnered with government agencies 5G Ready 300 MW 3 MW 50 MW Total DC capacity and eligi
Slide 18: Appendix
I 2 i Appendix
Slide 19: Key projects launched in Sector 63A, Gurugram – Summary
Key projects launched in Sector 63A, Gurugram – Summary Ongoing / launched projects Launch Price Current Price Projects Developer Launch date Project type Units Absorption Configuration (INR/sqft) (INR/sqft) Birla Navya III (Drisha 1B) Birla Estates Apr-22 Independent Floors 44 14,100 14,300 100% 3
Slide 20: Residential Projects – Summary
Residential Projects – Summary Projects Launch date Completion date Total saleable area (msf) Sold area (msf) Sector 63A, Gurugram - Residential (Ongoing): Anant Raj Estate – Plots and Villas Mar-23 Dec-26 0.67 Ashok Estate Jul-22 Dec-25 1.34 1.10 Avarna Independent Floors (Also referred as Birla Es
Slide 21: Commercial and Data Center Projects – Summary
Commercial and Data Center Projects – Summary Commercial Projects Projects Estimated Launch date Estimated Completion date Total leasable area (msf) Leased area (% of total leasable area) Sector 63A, Gurugram - Commercial (Ongoing): Ashok Tower Mar-24 Jun-27 0.16 - Others - Commercial: Office Buildi
Slide 22: Land Reserves – Summary
Land Reserves – Summary SR. NO. Location Area (In acres) 1 Essapur, Najafgarh, West Delhi 4.45 2 Mundela Kalan, Najafgarh, West Delhi 15.16 3 Dhansa, Najafgarh, West Delhi 6.59 4 Holambi Khurd, North Delhi 18.72 5 Bhati Mines, New Delhi 24.46 6 Near Airport, New Delhi 2.51 7 Near Airport, New Delhi