Meet the one firm with over 50% revenue progress for 12 straight quarters; must you purchase?

Only one firm on the BSE has been posting a bounce of over 50% in web revenue in every quarter since March 2022. The corporate is NCR-based realty developer Anant Raj. It has lately made an aggressive foray into the info heart infrastructure vertical.

After touching an all-time closing excessive of Rs 935 in January 2025, shares of the corporate traded at Rs 537 on March 21, 2025. Regardless of the latest correction, shares of the corporate have delivered almost 10 occasions return to traders in previous 4 years.

Based on Ventura Securities, the residential, business, and knowledge heart infrastructure choices present the corporate with a wholesome mixture of realty gross sales and lease rental earnings.

“Anant Raj’s pristine land financial institution (of 220 acres in Gurugram and 101 acres in Delhi) gives for long-term income visibility,” Ventura Securities mentioned in an earlier report.

For the most recent quarter ended December 2024, Anant Raj posted almost 54% progress in web revenue at Rs 110.32 crore in opposition to 71.83 crore within the corresponding quarter a 12 months in the past. It posted someplace between 57%-287% YoY improve in web revenue within the previous 11 quarters.

As per the most recent regulatory submitting, the corporate additionally authorised the allotment of 1.37 million convertible warrants price of Rs 100 crore to its promoter Shri Ashok Sarin Anant Raj LLP.

Of late, brokerage agency Motilal Oswal Monetary Providers in February gave a ‘Purchase’ ranking to Anant Raj with a goal value of Rs 1,085.

“Anant Raj continues to make vital progress in decreasing its debt. Its web debt ending Q3FY25 stood at Rs 54 crore in opposition to Rs 96 crore in Q2FY25. The 6MW IT load knowledge heart at Manesar is now operational, with an extra 15MW at Manesar and 7MW at Panchkula on observe. This may carry the whole capability beneath growth to 22MW IT load capability by the tip of FY25,” Motilal Oswal Monetary Providers mentioned.

Amit Sarin, Managing Director, Anant Raj mentioned, “The info heart sector in India is witnessing fast progress, pushed by growing digital adoption, cloud computing, AI developments and knowledge localisation, nonetheless, regardless of India accounting for 28% of worldwide knowledge era, the nation presently holds simply 1% of the world’s knowledge heart capability.”

“The demand for knowledge heart is far greater than present availability and future pipeline, we see the demand will proceed to stay greater than provide for a few years. This stark hole underscores the big alternative for growth and funding within the sector,” Sarin mentioned.

ICRA expects India’s knowledge centre (DC) operational capability to extend to 2,000-2,100 MW by March 2027 from round 1,150 MW as of December 2024, involving funding of Rs 40,000-45,000 crore in FY26-27, supported by web/knowledge utilization and knowledge localisation initiatives.

Additional, the ranking company added that established DC gamers and new gamers, which have entered this sector within the final 3-4 years, have a growth pipeline of three.0-3.5 GW to be delivered within the subsequent 7-10 years, involving vital investments of Rs 2.0-2.3 lakh crore.