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Investor Presentation

Arkade Developers Investor Presentation: Key Takeaways

Arkade Developers Q1FY27 reports revenue of ₹1,470 Mn with 12.99% PAT margin. Strategy focuses on Mumbai-centric premium residential projects and upcoming entry into commercial real estate.

Highlights
MarginsEBITDA margin at 18.91%, down 255 Bps YoY.
Order bookPre-sales of ₹1,551 Mn for Q1FY27.
Demand visibilityStrong visibility from ₹128 Bn GDV development pipeline.

Growth

Revenue fell 7.8% YoY to ₹1,470 Mn; PAT declined 33.7% YoY to ₹1,191 Mn.

Outlook

Strong pipeline with GDV of ₹128 Bn; plans to launch ₹30 Bn GDV projects in FY27.

Risks

Moderation in profitability due to lower investment income and higher employee costs from workforce expansion.

Last quarter's promises, checked

Delivered

  • Guided 18-20% PAT margin → delivered 18.2% in 9MFY26 (= BEAT)
  • Guided 50:50 Greenfield/Redevelopment mix → delivered 65:35 current mix (= PARTIAL)
  • Guided low debt/asset-light model → delivered 0.01x net debt/equity (= BEAT)

Partly delivered

  • Guided 5 projects to launch in FY27 → current call confirms ₹30 Bn GDV launch plan (= PARTIAL)

Missed

  • Guided 20-25% CAGR growth → delivered 12% revenue growth in 9MFY26 (= MISS)
  • Guided clearing launch backlog in FY26 → delivered deferred launches to FY27 (= MISS)
Source

Investor Presentation 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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