Aurum PropTech Achieves Landmark Profitability in Q2 FY26

Aurum PropTech Limited, a prominent player in India's burgeoning Property Technology sector, has announced a pivotal Q2 FY26, marking its first profitable quarter on an adjusted EBITDA basis. The company's latest investor presentation and earnings call transcript reveal a period of disciplined growth and strategic execution, reinforcing its vision to build India's largest integrated PropTech ecosystem. This quarter's performance underscores a significant improvement in operational efficiency and financial health.

The company reported a robust 30% year-on-year revenue growth, with total income reaching ₹87.66 crore. This growth was accompanied by a substantial improvement in profitability metrics, including a nearly 1000 basis points improvement in PBT margin and a 700 basis points improvement in adjusted EBITDA percentage, moving from -4% in Q2 FY25 to +3% in Q2 FY26. This turnaround is attributed to a relentless focus on unit economics, financial discipline, and strategic initiatives across its core segments.

Segmental Performance and Strategic Acquisitions

The rental segment, encompassing brands like HelloWorld and NestAway, continued its strong trajectory, contributing ₹54.11 crore to the revenue from operations, representing approximately 65.58% of the total. This segment saw a 25% year-on-year growth, driven by tech-enabled service upgrades and enhanced customer experiences. HelloWorld expanded its managed portfolio to 258 properties, adding 19 new buildings and 1,100+ units, with 128 properties consistently maintaining over 80% occupancy. NestAway achieved a 4x growth in monthly revenue run-rate in secondary sales, supported by a newly launched digital resale platform. A significant development was the launch of "Nestr" Dubai operations in Q2 FY26, marking the company's first international expansion into the Middle East rental ecosystem.

The distribution vertical also demonstrated robust growth, contributing ₹27.19 crore (32.96% of revenue from operations), a remarkable 62% year-on-year increase. This growth was fueled by Aurum Analytica, which sold 95,900 leads to over 140 active clients across 250+ projects, representing a 53% YoY growth in lead sales. Aurum Analytica also launched operations in five new cities and initiated the MVP for its Next Generation Analytica Platform, integrating AISEO capabilities. Sell.Do, the company's CRM business, scaled significantly with over 170 enterprise deals closed and 1,400 new licenses added. Its AI-led product stack, including Call Transcripts and AI Insights, delivered a 35% improvement in engineering efficiency.

A key strategic move was the successful acquisition of 100% shares of PropTiger Marketing Services Private Limited for ₹86.45 crore through an equity share swap. This acquisition is expected to create an end-to-end distribution model, integrating lead generation, management, and transaction capabilities. The capital segment, with AMSA Investments, is progressing steadily following SEBI's approval to register its SM-REIT, evaluating a pipeline of Grade-A, income-generating commercial real estate assets.

Management Outlook and Future Strategy

Management expressed confidence in sustaining this momentum, targeting a ₹500 crore Annual Recurring Revenue (ARR) across all verticals by Q4 FY26. They anticipate PropTiger to achieve profitability within the next 2-3 quarters and aim for the company to become PBT positive in the coming quarters. The strategic focus remains on harnessing AI for product innovation, deepening consumer obsession, and strengthening its digital-first DNA.

While acknowledging past challenges in segments like student living and Rental SaaS, management highlighted its agility in course-correcting. The unexpected traction in Aurum Analytica and the disciplined growth of HelloWorld were cited as significant green flags. The company's integrated ecosystem, combining technology, capital, services, and data, positions it to enhance consumer experiences and increase enterprise efficiency across the real estate value chain. Aurum PropTech is committed to responsible growth and disciplined capital deployment, aiming to become the most preferred PropTech company in India.