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Investor Presentation

Arvind SmartSpaces Investor Presentation: Key Takeaways

Arvind SmartSpaces delivered strong Q1 FY27 results with 147% YoY booking growth and 212% revenue growth. The company maintains an asset-light model via JDAs/JV partnerships.

Highlights
Revenue growth212% YoY growth in Q1 FY27.
MarginsAdjusted EBITDA margin improved to 48% from 24% YoY.
Order bookUnrecognized revenue of ₹3,825 Cr as of June 2026.
Demand visibilityStrong; bookings up 147% YoY to ₹432 Cr.
Management confidenceHigh, citing strong bookings momentum and sustenance sales.

Growth

Revenue surged to ₹318 Cr vs ₹102 Cr YoY. PAT grew to ₹97 Cr from ₹12 Cr YoY.

Outlook

New business development topline potential of ~₹2,580 Cr added in Q1. Unrecognized revenue stands at ₹3,825 Cr.

Risks

Net Debt to Equity increased slightly to 0.29x from 0.26x in March 2026.

Last quarter's promises, checked

Delivered

  • Guided 22-25% EBITDA margin → delivered 48% (= BEAT)
  • Guided strong growth over FY26 revenue (₹564 Cr) → Q1 FY27 ₹318 Cr (= BEAT)
  • Guided 25-30% long-term CAGR → delivered 147% YoY booking growth (= BEAT)

Partly delivered

  • Guided ₹4,000-5,000 Cr BD lock-in for FY27 → delivered ₹2,580 Cr in Q1 (= PARTIAL)
Source

Investor Presentation 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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