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Earnings Call

Arvind SmartSpaces Earnings Call: Key Takeaways

Arvind SmartSpaces reported record annual bookings of ₹1,550 Cr (up 22% YoY) and highest-ever quarterly bookings in Q4 FY26, driven by Bengaluru and new launches.

Why this was an Alfa AlertNot a filter event. While the company achieved record bookings, there was no material beat of prior guided metrics by >10%.
Highlights
MarginsTargeting 22-25% EBITDA margins; sustenance sales showing 15% growth potential.
Order bookUnrecognized revenue of ~₹3,700 Cr as of March 31, 2026.
Demand visibilityStrong end-user demand; ₹4,970 Cr unrealized cash flow over 4-5 years.
Management confidenceHigh; citing structural tailwinds and strong brand consolidation in organized sector.

Growth

FY26 Revenue: ₹564 Cr vs ₹713 Cr (timing-led decline); PAT: ₹103 Cr vs ₹119 Cr; Q4 PAT up 103% YoY.

Outlook

Guided 35-40% booking growth for FY27; BD target of ₹4,000-5,000 Cr GDV; 6 new project launches planned.

Risks

Commodity price inflation (~4%), approval slippages, and localized demand volatility in the IT-heavy Bengaluru market.

Source

Earnings Call filed with NSE, 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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Arvind SmartSpaces reported over ₹500 Crore in bookings for its Arvind Sylva project in Bengaluru within 30 days of launch. The project has a ₹860 Crore topline potential.

Value
₹500.0 Cr
residential units
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