ANANT RAJ Ltd – From Bricks to Bytes: A Real Estate Giant Reinventing Itself | Share Price, Projects, and Future Outlook

Company Overview: Building More Than Just Real Estate

Anant Raj Limited (NSE: ANANTRAJ) has been a quiet compounder in India’s evolving real estate and infrastructure sector. From traditional residential and commercial developments to making waves in data centre infrastructure, Anant Raj has transformed into a next-gen realty and digital infrastructure hybrid.

• Incorporated: 1985

• Headquarters: New Delhi, India

• Chairman: Ashok Sarin | CEO: Aman Sarin

• Market Cap: ₹19,500+Cr

• Stock Price (as of July 27, 2025): ₹573.40

The company’s unique blend of real estate execution expertise with emerging infrastructure plays—such as cloud services and AI-driven data centres—makes it a compelling story for long-term investors.

💹 Stock Price Performance: From ₹370 to ₹948 – and Back?

ANANTRAJ stock has been a performer for patient investors. In FY25 alone, the stock moved from ₹376 to a 52-week high of ₹948, before cooling down to the ₹560–580 range amid broader midcap correction and global tech volatility.

📊 Stock Snapshot:

Despite the recent correction, the fundamentals remain strong and the data centre business continues to excite analysts, with 307 MW expansion plans by FY29.

🏙️ Project Pipeline: Residential, Commercial, and Cloud-Infra Boom

Anant Raj operates across multiple verticals:

🏘️ 1. Residential Developments

• Ongoing luxury and mid-income projects across Delhi NCR

• Focus on affordable housing via Anant Raj Housing Projects Pvt. Ltd.

• Projects in Tirupati (AP) targeting EWS & MIG segments (~10 lakh sq ft)

🏢 2. Commercial Real Estate

• Anant Raj Centre, Mehrauli (South Delhi): Premium 7 lakh sq ft commercial + mixed-use hub

• Assets include office parks, malls, and IT hubs around Gurugram, Manesar, and Noida

☁️ 3. Data Centre Business – “Ashok Cloud”

In 2024, Anant Raj Cloud launched Ashok Cloud in partnership with Orange Business, focusing on secure enterprise cloud solutions, hosting, and AI-ready data centres.

• Currently operational capacity: ~6 MW

• Target by FY29: 307 MW pan-India

• Locations: Manesar, Noida, Chennai, and Pune in phased rollouts

• Strategic goal: Rental income of ₹3,300 Cr by FY29

🧠 This pivot to high-margin, recurring-income assets is why analysts are bullish on long-term re-rating of ANANTRAJ stock.

📈 FY25 Financials – Robust Growth Across the Board

The company’s financial performance reflects execution strength and healthy real estate demand:

FY25 (Standalone Highlights):

• Revenue: ₹2,060 Cr (YoY growth: +39%)

• Operating EBITDA: ₹532 Cr (YoY: +43%)

• Net Profit (PAT): ₹422 Cr (YoY: +59%)

• EPS: ₹8.96

• Cash Reserves: ₹860+ Cr

• Debt to Equity: ~0.10 → Very low leverage

📌 Consistent margin expansion (25.8% OPM in FY25) shows real profitability, not just land bank hype.

📊 Technical Chart Analysis – Breakout or Breakdown?

🧠 Analyst Opinions & Forecast

• S&P Global Target: ₹761 (34% upside)

• Trendlyne Consensus: “Strong Buy”

• Jefferies & HDFC Securities have included ANANTRAJ in Midcap Infra Picks FY26

📢 Key Triggers Going Forward:

1. Commercial leasing income to kick in by Q3 FY26

2. New data centre client onboarding (government & private)

3. Further land monetization near Mehrauli and NH8

4. Increased institutional holding (~15% FII + DII combined)

👨‍💼 Why Retail Investors Should Track This Stock

✅ Strong earnings & healthy cash flows
✅ Low debt + scalable business
✅ Mega data centre infra = steady rental income
✅ Backed by tangible land bank (~₹6,000 Cr fair value)
✅ Long-term value unlock in high-demand regions (Delhi NCR, AP)

But be cautious of:

• Sudden regulatory or land conversion delays

• Execution risks in large infra & IT leasing deals

• Temporary stock volatility as midcaps remain volatile

📣 Market Impact & Sector Relevance

With a sharp pivot toward cloud infra, affordable housing, and recurring rental income, Anant Raj is no longer just a land-developer name. It’s on track to be a key player in India’s hybrid digital-real estate ecosystem.

• Nifty Realty Index has shown strong correlation with ANANTRAJ

• Part of the Midcap Watchlist for FY26 breakout candidates

• Potential to be included in Nifty Midcap 100 if current growth sustains

📌 Conclusion: Real Estate Reimagined – A Hybrid Growth Play

Anant Raj Ltd has moved far beyond being a mere landbank stock. With strategic vision in data centres, affordable housing, and a focus on execution-led value creation, it offers multi-dimensional growth.

🧩 For investors seeking both asset backing and futuristic business models, ANANTRAJ remains a top contender in the Indian midcap space.

📉 Stock Market Disclaimer

Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice or a recommendation to buy/sell any stock or share. Investing in the stock market involves risk. Past performance is not indicative of future results. Always conduct your own research or consult a licensed financial advisor before making investment decisions.