Anant Raj Limited, a leading real estate development company, saw its share price jump over 6 percent on April 21 following the announcement of its Q4FY25 financial results, which showed a strong 41 percent year-on-year (YoY) growth in net profit. The stock rallied to a two-week high of ₹525, rising 6.36 percent in early trade and grabbing investor attention on the back of robust quarterly performance and a promising future outlook.

Strong Financial Performance in Q4FY25

The company reported a net profit of ₹119 crore for the quarter ended March 2025, up from ₹84 crore in Q4FY24. This marks a 41 percent YoY growth, driven by both top-line expansion and improved operating margins.

The revenue from operations rose to ₹541 crore, reflecting a 22 percent growth over ₹443 crore recorded in the same period last year. The increase was largely attributed to healthy sales in the residential and commercial real estate segments, along with a positive contribution from data center services and EPC contracts.

On the operational front, EBITDA improved by 36.53 percent YoY, reaching ₹142 crore, while the EBITDA margin expanded to 26 percent from 24 percent in Q4FY24. This 200 basis points jump highlights better cost management and improved operating leverage.

Additionally, the company declared a dividend of ₹0.73 per share, which translates to 36.50 percent of the face value of ₹2 per share. This announcement reflects confidence in the company’s cash flows and its commitment to shareholder value creation.

Anant Raj’s Role in India’s Growing Data Centre Ecosystem

Anant Raj is not just a traditional real estate developer. The company has diversified into data centre infrastructure, a sector that is witnessing explosive growth in India due to the increasing digitalisation of services, cloud adoption, and data localisation policies.

According to JM Financial, Anant Raj is planning to develop Tier III and Tier IV data centres with an IT load capacity of up to 157 MW. These facilities will be built by repurposing existing IT Park buildings in Haryana, a move that is expected to accelerate the deployment timeline and optimise capex.

This initiative positions Anant Raj to benefit from the long-term demand for data storage and cloud infrastructure, both of which are being fuelled by structural drivers (such as 5G rollout, AI adoption, and enterprise digitisation) and cyclical growth (like hyperscaler demand and public cloud expansion).

The data centre play is being viewed as a game changer for Anant Raj, with analysts seeing it as a major revenue and valuation driver over the next few years.

Stock Performance: Far Below Its All-Time High

Despite today’s rally, Anant Raj's share price remains significantly below its all-time peak of ₹947, which it had reached in December 2024. The stock is currently down 46 percent from that high, largely due to profit booking, market volatility, and broader sector rotation since the start of 2025.

Between June 2022 and December 2024, Anant Raj stock had delivered a massive return of 1,757 percent, making it one of the most rewarding real estate stocks during that phase. Analysts note that such corrections are natural after steep rallies, and they believe the long-term growth story remains intact.

The current level may be seen as a re-entry point for long-term investors, especially given the fundamental strength and upcoming projects in the company’s pipeline.

Analysts Remain Bullish

Brokerage reports suggest continued optimism for Anant Raj's future, especially with its aggressive plans in the data centre space. JM Financial, in particular, has highlighted the company’s strategic approach of utilising existing infrastructure to speed up execution and create operational data centres faster than peers.

The company’s diverse portfolio—which includes residential, commercial, hospitality, and data infrastructure projects—provides a balanced risk-reward profile. Analysts believe this multi-pronged business strategy can help Anant Raj mitigate sector-specific slowdowns and continue delivering shareholder value.

Conclusion

The 6.36 percent rally in Anant Raj’s share price on April 21 reflects a strong investor response to its Q4FY25 earnings and future-oriented business strategy. With a 41 percent YoY profit growth, higher EBITDA margins, and aggressive expansion in data centres, the company is positioning itself for long-term growth.

Though the stock remains significantly below its all-time high, the current financial performance, coupled with management focus on new-age infrastructure, makes Anant Raj a compelling story in the Indian real estate and digital infrastructure sectors.

Investors and market watchers will be closely monitoring how the data centre business scales over the coming quarters, as it could be the key catalyst for the next phase of value unlocking in Anant Raj shares.

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