Anant Raj Industries Limited · ANANT RAJ INDUSTRIES LIMITED ... • The entire new land is in established locations in NCR viz Gurgaon, Manesar, Sonepat, ... IT/ITES and BPO companies

Anant

Raj

Industries Limited

Focus. Strength. Tomorrow.

Anant Raj Industries LimitedCorporate Presentation

April 2011

This presentation has been prepared by ANANT RAJ INDUSTRIES LIMITED (the “Company”) solely to provide information about the Company.

No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its subsidiaries or affiliates, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation.

The information contained in this presentation is only current as of its date. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. Certain statements made in this presentation may not be based on historical information or facts and may be "forward-looking statements", including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to a number of factors, including future changes or developments in the Company’s business, its competitive environment, information technology and political, economic, legal and social conditions in India.

The Company’s securities are not, and will not be, registered under the U.S. Securities Act of 1993, as amended.

Disclaimer

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Presentation Path

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Who we are

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• In 2005, we consolidated our entire development and construction business into our flagship company, Anant Raj Industries Limited.

• To this end, the entire land bank is now part of the flagship company and all construction and development activities from 2005 onwards are done only in the flagship Company.

Commenced production of Ceramic Tiles

Name changed to Anant Raj Industries

1985 1989 1995 2005 2006 2007 2008

Company incorporated as Anant Raj Clay Products Ltd.

April 06: Raised US$ 66 mn (@`

600 per share)

May 07: Raised US$ 168.8 mn (@`

1229.51/-)

Feb 08: Raised US$ 151 @7.494 US $ per GDR

May 07: Merger 2 approved by Hon. High Courts

Oct 06: Merger 1 approved by High Courts

US$ 16 mn (@`

175 per share) raised through Private (Sept 05)

Placement

Started consolidation of the development and construction

businessNov 07: Merger

3 approved by High Court

“Shareholders of the Company approve the split of shares on 10th September 2007. Each `

10 share was split into FIVE fully paid share of `

2 each”

Who we are -Foundation

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Collaborative Approach

Partners

• A 50.1:49.9 Joint Venture agreement with Monsoon Capital for development of an IT Park at Panchkula, Haryana.

• A 50:50 Joint Venture agreement with Swan Consultants, a Reliance Anil Dhirubhai Ambani Group (ADAG) Company. Total Investment till date: `

4 bn. Under this collaboration, two hospitality projects at NH- 8, New Delhi near the Airport and an SEZ of 500 acres at Manesar, Haryana will be developed.

• A Co-Investment Right Agreement with the Govt. of Singapore Investment Corporation (GIC) to pursue investment opportunities in infrastructure development and hospitality.

Major Shareholders

• Govt. of Singapore Investment Corporation.

• Deutsche Securities Mauritius Ltd.

• The Royal Bank of Scotland NV London (Branch).

• Master Trust Bank of Japan Limited A/c HSBC Indian Equity Mother Fund.

• Macquarie Bank Limited.

• Citi Group Global Mkts Mauritius (P) Ltd.

• Bessemer India

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How we think

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Attractive Land Bank

• Total Land Bank

– 1175 acres

– Developable area of 62 mn. sq.ft.

• Amongst the largest land holders in Delhi – 500 acres. Balance 90% land within 30 kms of Delhi.

• Prime location land at low cost.

• Most of the land is paid for.

We added land worth `. 8 bn to our portfolio since April 2010.

The additional land is acquired at Delhi, Gurgoan, Manesar, Sonepat and Neemrana Rajasthan.

Where we stand

Hotel/Resorts/Entertainment Residential

Commercial / retail IT/SEZ/ Logistic Park

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Where we stand

Standalone Accounts Consolidated Accounts

ParticularsYear Ended

31.03.09Year Ended

31.03.10Quarter Ended

31.12.10

Year Ended 31.03.09

Year Ended31.03.10

Quarter Ended

31.12.10

Total Income 4764.20 3348.80 3464.78 3218.60 3397.10 3812.40

Profit Before Tax 4364.10 2938.60 1870.44 2803.70 2963.00 1948.69

Profit After Tax 3658.40** 2371.70 1375.51 2070.70 2382.50 1440.03

Equity Share Capital 590.20 590.20 590.20 589.30 590.20 590.20

Application Money - 435.00* 435.00* 177.60 595.00* 435.00*

Reserves & Surplus 31792.60 33957.80 35333.30 32431.40 34765.40 36035.54

Fixed Assets- Gross Block 10942.40 14708.70 14984.15 14131.00 20147.40 25165.99

Capital work in progress- including capital advances

6545.40 4805.80 6318.70 7211.00 7456.80 10674.23

Investments(a) Investment in Liquidity Funds (b) Other Investments

3609.20651.50

2957.70

3066.100.50

3065.60

3505.95

5.15

3500.80

3089.101151.601937.50

2949.30103.30

2846.00

3038.12

5.15

3032.97

Cash & Bank Balances 6026.70 4685.70 1986.41 6257.10 4891.20 2216.69

Sundry Debtors 2399.20 2399.30 2323.15 2405.30 2399.30 2323.29

Other Current Assets (net) 4499.30 6875.50 17213.78 3383.20 969.50 4808.08

Earnings Per Share- Basic (in `) 12.40 8.04 4.66 7.03 8.07 4.88

*Application money includes ` 435 millions received on account of Application Money on 2,00,00,000 Share warrants issued on July 10, 2009 to a promoter group company**The standalone financials of the Company include profit of ` 1624 millions on account of transfer of one of its development projects to its wholly owned subsidiary, Anant Raj Projects Limited. However, the same has not been considered in consolidated results which are prepared in accordance with AS-21 titled ‘Consolidated Financial Statement’ issued by the Institute of Chartered Accountants of India.Anant Raj Projects Limited in turn has issued a 26% stake to a Bahrain based development fund for a value of ` 2.16 billion. This being a fresh issue of shares at premium does not get captured in the profits in Consolidated Accounts, however adds to the cash on the books of the Company.

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in millionsStrong Balance Sheet

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Where we stand

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• Land prices corrected since 2008-09. As we have been saying this was an opportune time to buy. We started accumulating land since June 2010 and have added additional 210 acres of land till now.

• The entire new land is in established locations in NCR viz Gurgaon, Manesar, Sonepat, Neemrana & Delhi. Total land bank value is approx. ` 9 billion.

• This land is monetizable in the next 3 years and expected realizable value is ` 60 to ` 70 billion.

Where we stand

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• During 2010-11, our lease income increased from `

490 million to `

750

million. We expect this to double by next year.

• We expect to generate another `

50 billion from sale of residential space in the next 4-5 years.

• Two residential projects in Delhi & Manesar already launched & sold. Construction in progress on both.

• Debt borrowings undertaken of `

10 billion which will take care of execution & acquisition.

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What we are executing

61.88 mn. sq.ft. of developable area

52% of the total land bank to be rental earning properties

2.8 mn. sq.ft. developed during 2009-10

5 projects launched in 2009-10

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Diversified development with with special emphasis on the Residential segment

in all categories- high end luxury, middle income and affordable

HOTEL GRAND

Completed in December 2009

Land area – 4.73 acres

Total Constructed area – 0.06 mn. sq.ft.

No of Rooms – 120 (Phase - I – 60 rooms Phase - II – 60 rooms)

Located Near to the Delhi Airport, on main NH-8, the Delhi Jaipur expressway.

3 kms from Gurgaon.

Well known hotel chains like Radisson, Trident, Uppal Orchid are located in this region.

To be connected by Delhi Metro.

HOTEL PAPILON

Completed in December 2009


Total Constructed area – 0.04 mn. sq.ft.

No of Rooms – 80 (Phase - I – 40 rooms Phase - II – 40 rooms).

Located Near to the Delhi Airport, on main NH-8, the Delhi Jaipur Expressway.

3 kms from Gurgaon.



IT PARK, MANESAR

Completed in April 2009.

Land area – 10 acres

Total Constructed area– 1.80 mn. sq.ft.

Leaseable area – 1.20 mn. sq.ft. (which includes 40,000 sq.ft. of Retail Space).

11 km from Gurgaon – a hub of IT/ITES and BPO companies.

Hotel with 124 rooms in the vicinity of IT Park.

The first ready-for-fit-outs structure with floor plate of approx. 1 lakh sq.ft. which is at least 24 months ahead of any other similar project in that city.

SHOPPING MALL, KIRTI NAGAR


Total Constructed area– 0.75 mn. sq.ft.

Centrally located in the posh area of Delhi and near Metro Station, making it well connected to other parts of the city.

5 kms from Connaught Place.

Near to residential areas like Moti Nagar, Rajouri Garden, Tilak Nagar.

What we are executing

Projects completed during the year

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What next

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IT SEZ, RAI

Completion of Phase-I by Dec, 2011

Land area – 25 acres.

Total Developable area – 5.10 mn. sq.ft.

Phase I – 2.10 mn. sq.ft.

Leaseable area – 3.5 mn. sq.ft.

Situated on National Highway (NH- 1).

5 kms from Delhi order.

Nearest notified SEZ from Delhi.

Sound infrastructure in place.

Proposed to be connected by Delhi Metro.

Also being connected to Airport, Gurgaon and Manesar by the upcoming KMP expressway.

IT PARK, PANCHKULA

Completion date– September 2012


Total Developable area – 1.80 mn. sq.ft.

Phase I – 0.54 mn. sq.ft.

Modern city developed by the Haryana govt adjoining to Chandigarh.

Sound Infrastructure and peaceful environment.

10 kms from Baddi (Largest Industrial Area developed by Himachal Pradesh govt and offered various incentives/tax benefits).

Good connectivity by road, rail and air.

HOUSING PROJECT, KAPASHERA

Completion date – March 2012


Constructed area – 0.29 mn. sq.ft.

Saleable area – 0.28 mn. sq.ft.

Centrally located in the heart of the city.

What next

Projects in Pipeline

HOTEL TRICOLOR

Completion in May 2011.


Constructed area – 0.10 mn. sq.ft. (Phase I)

No of Rooms – 150 (Phase - I – 75 rooms Phase - II – 75 rooms)

Located Near to the Delhi Airport, on main NH-8, the Delhi Jaipur expressway.

3 kms from Gurgaon.



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AFFORDABLE HOUSING NEEMRANA, RAJASTHAN

Completion date – September, 2013


Located at Neemrana.

Land Area – 18 acres

HOUSING PROJECT, RAI, SONEPAT

Completion date – September, 2013


Located at Rai, Sonepat.

Land Area – 10 acres

HOUSING PROJECT, HAUZ KHAS

Completion date – September 2012



Saleable area – 0.30 million sq.ft.

Located at Hauz Khas, Delhi.

HOUSING PROJECT, MANESAR

Completion date – March 2013


Located at Manesar, Gurgaon.

Land Area – 12.5 acres

What next

Projects in Pipeline

HOUSING PROJECT, BHAGWANDAS ROAD




Located at Bhagwandas Road, near India gate, New Delhi.

Prime Location in the heart of Delhi.

HOUSING PROJECT SEC-91



Located at Sec-91, Gurgaon.

Land Area – 15 acres21

ANANT RAJ INDUSTRIES LIMITEDHEAD OFFICE : H-65, Connaught Circus, New Delhi - 110 001

Tel : 011-43034400, 41516772 Fax : 011-43582879

CORP. OFFICE : A.R.A. Centre, E-2, Jhandewalan Extension, New Delhi - 110 055Tel : 011- 43559100, 41540070, 23541940 Fax : 011-43559111, 43692305

E-mail : [email protected] Website : www.anantraj.com

Contact Information

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Anant Raj Industries Limited · ANANT RAJ INDUSTRIES LIMITED ... • The entire new land is in established locations in NCR viz Gurgaon, Manesar, Sonepat, ... IT/ITES and BPO companies