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Earnings Call

Arkade Developers Earnings Call: Key Takeaways

Arkade Developers delivered a record quarter with 40% YoY sales growth, overshadowed by a massive ₹182cr non-cash write-off for Filmistan tenancy rights merger.

Highlights
Revenue growthFY26 revenue grew 19.2% YoY to ₹828cr.
MarginsEBITDA margin 23.2%; targeting 27-28% stabilization in long term.
Order bookPipeline of ₹12,000cr GDV spread over next 5-6 years.
Demand visibilityStrong transition toward luxury/premium housing in MMR market.
Management confidenceConfident, despite defensive tone regarding Q1 slowdown and accounting adjustments.

Growth

FY26 revenue rose 19.2% to ₹828cr; quarterly pre-sales hit all-time high of ₹303cr with 57% volume jump.

Outlook

Targeting 25% annual revenue growth; guided ₹12,000cr pipeline over 6 years with major Thane/Filmistan launches.

Risks

Massive exceptional items impacting PAT; slower Q1 pre-sales due to global economic factors and fuel costs.

Source

Earnings Call filed with BSE, NSE: ARKADE. Summary written with AI assistance from the document.

Read the document ↗

Arkade Developers Ltd: key numbers

Share price
₹125.48
Market cap
₹2,330 Cr
Revenue (annual)
₹816.4 Cr
Net profit (annual)
₹5.38 Cr
P/E (TTM)
-530.4×Sector 35.8×
Promoter holding
71.19%+0.00% QoQ
FII holding
0.13%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Arkade Developers Earnings Call Transcript: Key Takeaways

Arkade Developers is aggressively pivoting from stable redevelopment to high-growth outright acquisitions, doubling launch targets to ₹3,000 Cr in FY27.

Call
Guides 100% growth