Financially Strong Stock with 41% Upside: Motilal Oswal’s Latest “Buy” Call

Spotlight Stock: Anant Raj Ltd.

Motilal Oswal has reaffirmed its Buy rating on Anant Raj Ltd., assigning a target price of ₹807 — signaling a potential 41% upside from recent trading levels around ₹573–₹578.

Why This Stock Stands Out

1. Robust Q1 FY26 Performance

Revenue surged to ₹592 crore, up 26% year-over-year and 10% sequentially, beating broker estimates.
Net profit jumped 38% YoY, moving from ₹91 crore to ₹126 crore.

2. Aggressive Growth in Data Centre Business

Capacity is forecast to rise sharply from just 6 MW in FY24 to 307 MW by FY32, underlining a rapid transition into digital infrastructure.
Cloud services segment projected to grow from 0.5 MW to 77 MW — a persuasive signal of future profitability .

3. Strong Residential Real Estate Potential

The company plans to develop approximately 14 million sq. ft. of residential space by FY30, expected to generate cumulative post‑tax profits of around ₹7,200 crore.

4. Financial Stability & Long-Term Viability

The combination of data infrastructure scale-up and real estate profitability positions Anant Raj as a financially resilient player, well-poised to deliver sustained returns.

Detailed Financial & Strategic Insights

Metric / Segment	Highlight
Revenue Growth	Q1 FY26 saw 26% YoY revenue increase
Profit Growth	38% YoY rise in net earnings
Data Centre Expansion	Capacity to grow from 6 MW (FY24) to 307 MW (by FY32)
Cloud Services Segment	Scale from 0.5 MW to 77 MW planned
Residential Portfolio	14M sq. ft. by FY30, ₹7,200 crore expected cumulative NOI
Target Share Price	₹807, implying ~41% upside from ₹573–₹578 current price

Motilal Oswal’s stance stems from strong visible growth, upcoming capacity leaps, and attractive valuation in a dynamic sector

Should You Consider Buying?

If you're targeting spaces at the intersection of digital infrastructure and real estate, Anant Raj’s mix of strong Q1 results, scalability in data centre capacity, and residential project runway makes it a compelling prospect. That said, typical risks around execution, regulatory changes, or macro shifts should also be assessed.

In Summary

Stock: Anant Raj Ltd.
Rating: Buy (Motilal Oswal)
Target Price: ₹807 (~41% upside)
Key Drivers: Data‑centre scale-up, residential development, strong financial metrics

Investors keeping an eye on digital infrastructure demand combined with real-estate growth could find this an interesting addition to their watchlist.

Financially Strong Stock with 41% Upside: Motilal Oswal’s Latest “Buy” Call