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Earnings Call

Arvind SmartSpaces Earnings Call: Key Takeaways

Arvind SmartSpaces delivered record operational performance in FY26 with its highest-ever booking value of ₹1,550 Cr and collections of ₹1,100 Cr, driven by new launches in Bengaluru and Vadodara.

Why this was an Alfa AlertNot a filter event. Performance was strong with record bookings, but no explicit beat of prior guidance range was stated.
Highlights
Revenue growthFY26 Revenue ₹564 Cr vs FY25 ₹713 Cr (down 21%).
MarginsFY26 Adjusted EBITDA margin at 28%; Q4 margin improved to 36%.
Order bookUnrecognized revenue at ₹3,733 Cr as of March 31, 2026.
Demand visibilityStrong; 53% of new inventory sold within a week.
Management confidenceHigh, citing 'scaling to the next orbit' and record sales.

Growth

FY26 bookings grew 22% YoY; Q4 bookings surged 61% YoY to ₹612 Cr. Revenue stood at ₹564 Cr for FY26.

Outlook

Cumulative new business development potential of ~₹3,140 Cr; enters Mumbai market; dividend of ₹2.25/share recommended.

Risks

Lag between fresh sales momentum and financial revenue recognition due to accounting standards; rising net debt (₹167 Cr).

Source

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

Read the document ↗

Arvind SmartSpaces Ltd: key numbers

Share price
₹614.05
Market cap
₹2,818 Cr
Revenue (annual)
₹564.0 Cr
Net profit (annual)
₹96.44 Cr
P/E (TTM)
15.3×Sector 35.8×
Promoter holding
53.83%+0.00% QoQ
FII holding
0.69%Current quarter

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

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Value
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