Ashiana Housing Limited has announced an investor and analyst meet scheduled for February 24, 2026, presenting their "Purpose Led Profitable Growth" strategy. The presentation emphasizes the company's strong pre-sales visibility, improving return on equity, and focused execution approach.

Company Overview and Financial Position

Ashiana Housing positions itself as a differentiated player in the Indian real estate sector, combining scale with financial discipline. The company boasts a legacy spanning over 45 years and maintains a conservative debt-equity ratio of 0.20x, reflecting strong financial management.

The company has demonstrated consistent growth across value, volume, and realizations, outperforming listed industry averages while maintaining a net cash positive position.

Revenue Projections and Financial Targets

The presentation outlines ambitious financial projections for the FY25-FY30 period, supported by strong operational fundamentals.

The company's growth strategy is underpinned by several key factors:

• ₹6,000 crores in pre-sales already completed
• Consistent year-over-year improvement in margins
• Target of minimum 15% post-tax ROE

Senior Living Business Segment

Ashiana's senior living division represents a core differentiator, with the company establishing itself as a leader in this specialized segment. The division operates under the philosophy of making "old age a time to celebrate," as envisioned by founder Late Shri Om Prakash Gupta.

The senior living portfolio includes sophisticated amenities such as dedicated dining areas, social gathering spaces, tours and travel programs, and women-centric clubs. The company also operates Ashiana Care Homes, providing 24/7 medical support with personalized care plans.

Market Expansion and Recent Acquisitions

Ashiana Housing is scaling its senior living portfolio with two distinct product lines designed to serve different market segments. The company has made strategic acquisitions to expand its footprint:

Recent Acquisitions:

• Chennai – Mahindra World City: 22.71 acres (Perpetual Lease) with ~15 lakh sq. ft. saleable area and ₹1,200 crores sales potential
• Wavarle, Maharashtra: 8.83 acres (Outright Purchase) with ~4.5 lakh sq. ft. saleable area

The Chennai project marks the company's milestone expansion into southern India, representing their 4th project under the Sophisticated Senior Living category.

Marketing Strategy and Growth Drivers

The company's marketing approach combines brand building with performance-driven demand generation. Key initiatives include strong YouTube presence, strategic influencer collaborations, partnerships with Curly Tales and Mashable India, and their owned podcast "Adding Zindagi to Years."

Referrals continue to serve as the most powerful growth engine, with the company reporting 23% year-over-year increase in referral-driven sales, demonstrating strong customer satisfaction and brand loyalty.

The February 2026 investor meet will provide detailed insights into the company's strategic roadmap and financial outlook as they continue expanding their presence in India's dynamic metropolitan markets.

Ashiana Housing Limited delivered strong financial performance in Q3 FY26, demonstrating robust growth across key metrics. The company reported significant improvements in revenue and profitability, driven by higher deliveries and strong sales momentum in its flagship projects.

Financial Performance Highlights

The company's financial results for Q3 FY26 showed substantial growth compared to the previous quarter:

For the nine months ended December 2025, the company maintained strong performance with total presales at INR1,131.44 crores, total revenue at INR852.25 crores, and PAT at INR96.91 crores. Pre-tax operating cash flows for the nine-month period reached INR409.77 crores, supported by steady sales momentum and strong collections.

Project Sales and Construction Progress

The company achieved its sale value of area booked of INR397.03 crores for Q3 FY26, primarily driven by new launches including Ashiana Amaya in Jamshedpur and Ashiana Vatsalya Phase 2 in Chennai. Equivalent area constructed for Q3 FY26 stood at 6.14 lakh square foot compared to 7.25 lakh square foot in Q2 FY26, with construction impacted by GRAP-related restrictions in Delhi NCR.

The company surpassed its FY26 presales target of INR2,000 crores, driven by strong booking conversions in the Ashiana Aaroham project in Gurugram, which contributed approximately INR767 crores in sales upon launch. This project features realizations of around INR15,000 per square foot with larger unit sizes compared to previous phases.

Project Deliveries and Handovers

During the third quarter, Ashiana Housing initiated handovers for multiple projects across different locations:

Strategic Focus on Senior Living

The company continues to strengthen its position in the senior living segment, with management highlighting strong quarter-on-quarter and month-on-month sales momentum in senior living projects. The company has achieved more than 25% CAGR growth in senior living over the past five to six years, with floor prices now approaching INR7,000 per square foot and higher-end projects reaching INR10,000 plus per square foot.

Ashiana Housing has also partnered with Epoch Elder Care for assisted living services at Ashiana Care Homes in Bhiwadi, representing a pilot program for more medicalized and clinical assisted living services. The company maintains a portfolio approach across different price points and ticket sizes in its target markets.

Expansion and Future Pipeline

The company recently acquired 8.83 acres in Raigad Khalapur near Karjat for senior living development, adding to its Mumbai-Pune region portfolio. Management indicated positive progress on pending acquisitions in Bangalore and Panvel, with expectations of closure within the next three to six months. The company is also exploring additional land acquisitions in Jaipur, Bhiwadi, Jamshedpur, and the Bombay-Pune corridor.

For the upcoming quarter, the company plans three to four phase launches, particularly in senior living projects, with Ashiana Oma in Jaipur scheduled as a major launch for the next financial year.