| Management target | Revenue 100.0% FY27 |
|---|
| Revenue growth | ₹147 Cr revenue; pre-sales up 9% YoY to ₹155 Cr. |
|---|---|
| Margins | EBITDA margin compressed to 18.9% on higher employee costs. |
| Order book | Pipeline of ₹12,800 Cr GDV across 42 lakh sq ft. |
| Demand visibility | Strong Mumbai residential demand; shift toward premium/luxury housing. |
| Management confidence | Extremely bullish, banking on 100% growth in launch values. |
Growth
Pre-sales grew 9% YoY to ₹155 Cr; ₹12,800 Cr GDV pipeline provides strong visibility.
Outlook
Targeting ₹1,000 Cr pre-sales for FY27; launching ₹3,000 Cr worth of projects this year.
Risks
EBITDA margins dropped below 20% due to aggressive hiring and lower investment income.
Last quarter's promises, checked
Delivered
- Guided 18-20% PAT margin → delivered 20.2% (= BEAT)
- Guided 20-25% CAGR growth → delivered 21% Q3 pre-sales growth (= BEAT)
- Targeted 2 OCs in Q4 (Pearl & Malad Eden) → delivered OCs as planned (= BEAT)
Partly delivered
- Targeted 50:50 Greenfield/Redevelopment mix → currently 65:35 (= PARTIAL)
Missed
- Guided EBITDA margin stability → delivered 18.9% in current quarter (= MISS)
- Targeted 5 minimum project launches for FY27 → delayed Dahisar to FY29 (= MISS)
Earnings Call Transcript filed with NSE, NSE: ARKADE. Summary written with AI assistance from 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
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Arkade Developers Ltd reported revenue from operations of ₹147 Cr (-7.8% YoY) and net profit of ₹19.1 Cr (-33.7% YoY) for Q1 FY27.
- Key figure
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Arkade Developers Earnings Call: Key Takeaways
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