Sign in to fuzzto save your conversations, follow your research and come back anytime.
AGI Infra
SectorConsumer Discretionary
The Quarter story
The two most recent quarterly results, compared side-by-side.
AGI Infra posts strong profit and revenue growth despite seasonal sales slowdown and margin pressure.
Profit after tax rises from ₹2,001 Cr in Q1 FY26 to ₹2,754 Cr in Q1 FY27, demonstrating consistent bottom-line growth.
PAT margin declines from 30% in Q3 FY26 to 28% in Q1 FY27, signaling persistent cost inflation.
EBITDA grows from ₹3,227 Cr in Q1 FY26 to ₹4,319 Cr in Q1 FY27, confirming robust profitability.
Total area sold halves from 163.0 Mn sq ft in Q4 FY26 to 76.7 Mn sq ft in Q1 FY27, signaling seasonal booking slowdown.
Ongoing project sales climb from 65.9 Mn sq ft in Q3 FY26 to 76.7 Mn sq ft in Q1 FY27, reflecting strong pipeline conversion.
Ongoing project completion falls from 51% in Q3 FY26 to 46% in Q1 FY27, suggesting execution delays.
Total income recovers from ₹8,714 Cr in Q2 FY26 to ₹9,955 Cr in Q1 FY27, confirming revenue resilience.
Unsold ongoing area jumps from 61.9 Mn sq ft in Q3 FY26 to 91.6 Mn sq ft in Q1 FY27, highlighting inventory buildup.
Completed project sales stabilize near 91.9 Mn sq ft in Q1 FY27 after dipping to 89.5 Mn sq ft in Q3 FY26, indicating steady inventory clearance.
EBITDA margin contracts from 46% in Q3 FY26 to 43% in Q1 FY27, highlighting volatile pricing pressures.
Company insights, generated from the most recent coverage.
The ₹275 Cr QIP lifts net worth by roughly 59% and cuts debt-to-equity from 0.43x to ~0.27x, materially reducing reliance on high-cost construction finance across a 342 lakh sq ft pipeline.
With only 165 acres of land bank against 168 lakh sq ft under construction and 79 lakh sq ft upcoming, fresh capital is being deployed into land acquisition — the binding constraint on AGI Infra's growth runway.
Raised at ₹265/share, a 3.58% discount to the ₹274.83 floor price, signalling institutions needed only a modest concession to back the story despite a 32x P/E.