| Revenue growth | Q2 revenue at ₹145 Cr; lower YoY due to high base. |
|---|---|
| Margins | EBITDA margin at 24% for Q2; gross margins improved to 35%. |
| Order book | Total pipeline of 5.7 million sq ft with ₹19,000 Cr GDV. |
| Demand visibility | Strong demand in Mumbai residential; healthy inquiry levels for upcoming launches. |
| Management confidence | Confident, emphasizing execution capabilities and debt-free status for expansion. |
Growth
Collections grew 22% YoY to ₹183 Cr; H1 revenue at ₹292 Cr with 21.4% EBITDA margin.
Outlook
Two projects with ₹2,850 Cr GDV launching in Q3 FY27; total pipeline GDV estimated at ₹19,000 Cr.
Risks
Pre-sales remained moderate due to delayed launches; revenue recognition fluctuates based on construction milestones.
Last quarter's promises, checked
Delivered
- Gross margin stable 29.1% → 35% Q2 (= BEAT)
- Order book ₹12,800 Cr GDV → ₹19,000 Cr GDV (= BEAT)
Partly delivered
- ~₹3,000 Cr FY27 launches → ₹2,850 Cr (= PARTIAL)
- Malad Q3 ~₹750 Cr launch → Q3 reiterated, 'delayed launches' cited (= PARTIAL)
- FY27 pre-sales ₹1,000 Cr → H1 undisclosed, 'moderate' (= PARTIAL, unquantified)
Missed
- EBITDA margin 25-26% FY27 → H1 21.4%, Q2 24% (= MISS)
Earnings Call Transcript filed with NSE, NSE: ARKADE. Summary written with AI assistance from the document.
Arkade Developers Ltd: key numbers
- Share price
- ₹107.50
- Market cap
- ₹1,996 Cr
- Revenue (annual)
- ₹816.4 Cr
- Net profit (annual)
- ₹5.38 Cr
- P/E (TTM)
- -78.6×Sector 33.7×
- Promoter holding
- 71.19%+0.00% QoQ
- FII holding
- 0.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Arkade Developers Ltd
All →Arkade Developers Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,447 Mn (-45.1% YoY), EBITDA ₹345 Mn (23.84% margin), PAT ₹248 Mn (-45.9%). H1 PAT ₹439 Mn. Collections up 22%; pre-sales weak; ₹19,000 Cr pipeline.
Arkade Developers Management Change
Arkade Developers appointed Maria S John as Interim Company Secretary and Compliance Officer from 01 Dec 2026. Sheetal Solani, currently Company Secretary, goes on maternity leave effective 30 Nov 2026.
Arkade Developers Results Update
Arkade Developers issued a press release on September 2026 quarter and half-year results. Q2 collections rose 22% to ₹183 crore; PAT reached ₹25 crore.
Arkade Developers Q2 FY27 Results: Net Profit ₹24.8 Cr, Down 45.9% YoY
Arkade Developers Ltd reported revenue from operations of ₹144.7 Cr (-45.1% YoY) and net profit of ₹24.8 Cr (-45.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹24.8 Cr · -45.9% YoY
Arkade Developers Board Meeting Date
Arkade Developers has scheduled a board meeting for October 28, 2026 to approve unaudited financial results. The trading window is closed from October 1, 2026 pending declaration.
Arkade Developers Other Announcement
Arkade Developers Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.