Investor Presentation on the Un-audited Standalone and Consolidated Financial Results of the Company for the quarter and half year ended September 30, 2026

Ref: SEC/ARIIL/BSE-NSE/2026-27 Date: November 03, 2026 To, To, The Manager, The Manager – Listing, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, 5th Floor, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Bandra (East) Mumbai – 400 001 Mumbai - 400051 Script Code: 513349 Script Code: AJMERA Sub: Earning call - Investor Presentation for the Quarter and Half year ended September 30, 2026. Dear Sir/Madam, Pursuant to provisions of Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the Investor Presentation on the Un-audited Standalone and Consolidated Financial Results of the Company for the quarter and half year ended September 30, 2026. The copy of the same shall be uploaded to the Company's website viz. www.ajmera.com. Kindly take the above on your record. Thanking you, Yours faithfully, For AJMERA REALTY & INFRA INDIA LIMITED Reema Solanki Company Secretary & Compliance Officer Encl: As above AJMERA REALTY & INFRA INDIA LIMITED EARNINGS PRESENTATION – H1FY27 www.ajmera.com DISCLAIMER The information in this presentation contains certain forward -looking statements . These include statements regarding the intent, plans, objectives, goals, strategies, future events or performance, current expectations of the Company and the underlying assumptions, other than those based on historical facts, including, but not limited to, those that are identified by the use of words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “predicts", "projects” and similar expressions . These forward -looking statements involve certain risks and uncertainties like economic or regulatory changes, political developments and other factors that could cause the actual results to differ materially from those expressed by such forward looking statements . These risks and uncertainties include, but are not limited to; general economic and business conditions ; changes in macroeconomic and political trends ; the ability to implement our growth, expansion plans & strategy ; fluctuations in currency exchange rates ; changes in interest rates and other fiscal cost ; government policies and actions with respect to investments ; changes in the laws and regulations ; changes in tax laws, import duties, litigation, industry structure and labour relations ; competitive pressures ; technical developments & technological changes . We undertake no obligation to update any forward -looking information contained in this Presentation to reflect any subsequent events or circumstances unless it is required by Law . Any statements and projections made by third parties included in this Presentation are not adopted by us and we are not responsible for such third - party statements . H1FY27 02 CO MPANY SNAPSHOT 46,0 00+ 20+MSF FAMILIES Developer of townships in the micro markets of Mira Road, Possessions handed over with Andheri, Borivali and Wadala the support of a dedicated in Mumbai. workforce. TOWNSHIP WORKFORCE DEVELOPER Pin code 400+ Creator Personnel MSF – Million Square Feet on carpet basis H1FY27 04 CO MPANY SNAPSHOT INR 370 Cr INR 93 Cr 0.44x Debt -to -Equity Ratio as on Sale s Value H 1FY27 PAT achieved for H1FY27 30 Sept 2026 2.1 MSF 10.4 MSF 3.8 MSF Ongoing Deve lopment Future development 8 Project s in Launch Pipeline potential -Owned land MSF – Million Square Feet on carpet basis H1FY27 05 PERFORM ANCE & OPERATIONS BUSINESS UPDATES KEY BUSINESS HIGHLIGHTS – H1FY27 1,16,620 Sq.ft INR 370 Cr INR 363 Cr INR 49 Cr SALES VOLUME SALES VALUE COLLECTIONS 60% yoy Decrease 55% yoy Decrease 20% yoy Decrease Towards Asset Monetization INR 639 Cr INR 178 Cr INR 93 Cr 33Fifteen TOTAL RE VENUE EBITD A PAT BANDRA Qualified for 33% yoy increase 28% yoy increase 32% yoy increase Revenue Recognition H1FY27 07 PROJECT SALES & COLLECTIONS – Q2FY27 Sales Volume Sales Value Units Collections Projects Location (Sq.ft .) (INR Cr) (Nos) (INR Cr) Nucleus – Comm Bengaluru - - - 16 Greenfinity – AB Mumbai - - - 9 Manhattan 1 Mumbai 6,404 24 8 61 Prive Mumbai 1,746 9 1 4 Eden Mumbai - - - - Lugaano & Florenza Bengaluru 1,064 1 2 3 Iris Bengaluru 5,880 9 6 20 Vihara Mumbai 4,594 8 12 12 Marina Bengaluru 13,701 21 12 9 Manhattan 2 Mumbai 29,632 109 29 45 33Fifteen Mumbai 4,113 29 5 4 Solis – Phase 1 Mumbai 4,918 10 8 7 Vann by Ajmera* Mumbai 831 4 - 1 Total 72,883 224 83 190 * Vann by Ajmera’s Q2 FY27 sales were driven by additional carpet area purchases by existing homeowners. H1FY27 08 PROJECT SALES & COLLECTIONS – H1FY27 Sales volume Sales value Units Collections Projects Location (Sq.Ft.) (INR Cr) (Nos) (INR Cr) Nucleus - Comm Bengaluru - - - 16 Greenfinity – CD Mumbai - - - - Greenfinity – AB Mumbai - - - 23 Manhattan 1 Mumbai 24,329 87 28 129 Prive Mumbai 3,835 20 2 4 Eden Mumbai - - - 5 Lugaano & Florenza Bengaluru 1,064 1 2 7 Iris Bengaluru 8,528 11 9 34 Vihara Mumbai 4,594 8 12 25 Marina Bengaluru 13,701 21 12 16 Manhattan 2 Mumbai 44,130 162 47 69 33Fifteen Mumbai 4,984 36 7 11 Solis – Phase 1 Mumbai 10,624 20 19 24 Vann by Ajmera* Mumbai 831 4 - 1 Total 1,16,620 370 138 363 * Vann by Ajmera’s Q2 FY27 sales were driven by additional carpet area purchases by existing homeowners. H1FY27 09 OPERATIONAL HIGHLIGHTS – H1FY27 Sales Value Collection Realisation Sales Volume (INR Cr) (INR Cr) (INR/ Sq.Ft .) (Sq.Ft .) 31,689 2,93,016 28,261 1,16,620 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY27 11 FINANCIAL HIGHLIGHTS – H1FY27 Total Revenue EBITDA (INR Cr) PBT (INR Cr) PAT (INR Cr) (INR Cr) EBITDA Margins (%) PBT Margins (%) PAT Margins (%) 29% 28% 21% 20% 15% 15% H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Margins (%) H1FY27 12 PERFORMANCE TREND SALES VALUE (INR CR) COLLECTION (INR CR) SALES VOLUME (sq. ft. Lakh) ROCE (%) 1,103 1,701 13% 13% 1,080 5.9 1,017 646 9% 842 532 570 4.7 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 CAGR (3yr) – 26% CAGR (3yr) – 28% CAGR (3yr) – 21% EBITDA (INR CR) & PAT (INR CR) & TOTAL REVENUE (INR CR) EBITDA MARGIN(%) PAT MARGIN(%) ROE (%) 1,098 708 126 103 11% 441 134 9% 33% 17% 30% 30% 28% 15% 14% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 CAGR (3yr) – 36% CAGR (3yr) – 32% CAGR (3yr) – 30% H1FY27 14 CONTINUED DELEVERAGING & IMPROVING DEBT PROFILE 0.85 0.55 0.55 0.53 Secured Debt & Debt 0.47 793 0.44 to Equity Ratio 662 690 680 590 637 100 100 50 Sep-24 Mar-25 Sep-25 Mar-26 Jun-26 Sep-26 CORPORATE DEBT PROJECT DEBT DEBT TO EQUITY (INR CR) (INR CR) RATIO (X) H1FY27 15 CONTINUED DELEVERAGING & IMPROVING DEBT PROFILE AVG. COST OF DEBT & REPO RATE 12.22% 12.20% 11.51% 11.15% 11.01% 10.75% 6.50% 6.25% 5.50% 5.25% 5.25% 5.25% Sep-24 Mar-25 Sep-25 Mar-26 Jun-26 Sep-26 Avg. Cost of Debt (%) Repo Rate (%) H1FY27 X X X X X X Portfolio UPDATE & STRATEGY OUR PORTFOLIO 20.7 Mn sq.ft . 2.1 Mn sq.ft . 3.8 Mn sq.ft . 10.4 Mn sq.ft . 16.3 Mn sq.ft . COMPLETED ONGOING POTENTIAL FUTURE DEVELOPMENT TOTAL PROJECTS PROJECT LAUNCHES POTENTIAL PORTFOLIO 46,000+ 9 ONGOING 8 PROJECTS OWNED TOTAL LAND BANK PORTFOLIO HOMES PROJECTS IN TO BE LAUNCHED IN DELIVERED MUMBAI & MUMBAI, PUNE & BENGALURU BENGALURU H1FY27 18 MICRO MARKET PRESENCE MUMBAI METROPOLITAN REGION BENGALURU PUNE VERSOVA YEHLANKA Vann by Ajmera VIKHROLI Ajmera Ajmera Marina BANDRA Solis BHANDUP Fifteen WADALA Ajmera ELECTRONIC Vihara CITY Ajmera Iris Ajmera Ajmera Under Development Destinations Manhattan Greenfinity 1 & 2 Completed Destinations Completed Future Launches Completed Future Launches Destinations Destinations Future Launches Future Development FutureDevelopment Under Development Under Development Potential Potential Future Development Potential Destinations Destinations *All Area in lakh Sq. ft. (carpet) *All Area in lakh Sq. ft. (carpet) *All Area in lakh Sq. ft. (carpet) Under Future Launches Under Future Launches Under Future Launches Completed [Showing first 8,000 characters — download PDF for full document]