| Management target | Revenue 35.0% FY27 |
|---|
| Revenue growth | Revenue up 211% YoY driven by Bengaluru project completion. |
|---|---|
| Margins | EBITDA margins exceptionally high at 48% this quarter; normalized target 25%. |
| Order book | Unrecognized revenue at ₹3,825 Cr; strong cash flow visibility. |
| Demand visibility | Strong underlying demand in Ahmedabad, Bengaluru, and Mumbai markets. |
| Management confidence | High confidence; focusing on sustainable sales engine and geographical expansion. |
Growth
Revenue grew to ₹318 Cr from ₹102 Cr YoY. Presales reached ₹432 Cr, a 147% increase.
Outlook
Targeting 35-40% bookings growth for FY27 and ₹4,000-5,000 Cr business development value.
Risks
Stabilizing price cycles and potential execution delays in large-scale Mumbai redevelopment projects like Goregaon.
Last quarter's promises, checked
Delivered
- Guided 25-30% long-term CAGR → delivered 147% YoY presales growth (= BEAT)
- Guided healthy OCF → delivered ₹417 Cr net operating cash flow in FY26 (= BEAT)
- Guided debt-to-equity below 1:1 → delivered 0.29x (= BEAT)
Partly delivered
- Guided EBITDA margin 22-25% → delivered 48% (exceptional/non-normalized) (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: ARVSMART. Summary written with AI assistance from 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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