ALFA Finder| Revenue growth | 212% YoY in Q1 FY27. |
|---|---|
| Margins | Q1 EBITDA margin 48% due to project mix; long-term guidance 22-25%. |
| Order book | Unrecognized revenue at INR3,825 Cr; estimated operating cash flows >INR5,119 Cr. |
| Demand visibility | Strong underlying demand in core markets: Gujarat, Bengaluru, and Mumbai. |
| Management confidence | High, citing strong structural demand and robust launch pipeline. |
Growth
Revenue jumped to INR318 Cr (vs INR102 Cr YoY); PAT grew to INR97 Cr (vs INR12 Cr YoY); Presales rose 147% to INR432 Cr.
Outlook
FY27 Guidance: INR4,000-5,000 Cr business development, 35-40% bookings growth, and 22-25% sustainable EBITDA margins. Net debt-equity ceiling set at 1:1.
Risks
Rising labor costs noted but managed; revenue recognition remains sporadic based on project completion and OC approvals.
Last quarter's promises, checked
Delivered
- Guided 25-30% long-term CAGR → delivered 147% Q1 presales growth (= BEAT)
- Targeted 22-25% EBITDA margin → delivered 48% in Q1 (= BEAT)
- Guided net debt-equity < 1:1 → delivered 0.29x (= BEAT)
Partly delivered
- Guided 6 launches for FY27 → Q1 results show pipeline on track but pending H2 backloading (= PARTIAL)
Investor Presentation filed with BSE, NSE: ARVSMART. Summary written with AI assistance from the document.
Arvind SmartSpaces Ltd: key numbers
- Share price
- ₹620.50
- Market cap
- ₹2,847 Cr
- Revenue (annual)
- ₹564.0 Cr
- Net profit (annual)
- ₹96.44 Cr
- P/E (TTM)
- 15.2×Sector 38.9×
- Promoter holding
- 53.77%-0.06% QoQ
- FII holding
- 0.59%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Arvind SmartSpaces Ltd
All →Arvind SmartSpaces Management Change
Arvind SmartSpaces announced the resignation of Mr. Vishal Balesh, Chief Sales & Marketing Officer, effective 13 November 2026 after close of business. The resignation is to pursue a career opportunity outside the Group.
Arvind SmartSpaces Earnings Call Transcript: Key Takeaways
Q2 bookings ₹906 Cr (2.1x YoY); H1 revenue ₹475 Cr (+96%). FY27 bookings guidance raised to 70–75%, but margin guidance kept at 22–25% despite claimed beats.
Arvind SmartSpaces Acquisition
Arvind SmartSpaces will acquire 1,500 equity shares (15%) of newly incorporated Arvind Global Capability Center for Rs. 15,000 in cash. The related-party deal is expected to complete within one month.
- Execution
- Within one month from the date of Board approval
Arvind SmartSpaces Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹157.4 Cr (+12% YoY), PAT ₹22.7 Cr; H1 revenue ₹475 Cr (+96%), H1 bookings ₹1,338 Cr (+120%).
Arvind SmartSpaces Results Update
Arvind SmartSpaces reported record Q2 FY27 bookings, up 110% YoY, with higher revenue and profit. The release covers unaudited results for the half year ended September 2026.
Arvind SmartSpaces Q2 FY27 Results: Net Profit ₹22.7 Cr, Up 25.4% YoY
Arvind SmartSpaces Ltd reported revenue from operations of ₹157.4 Cr (+12.0% YoY) and net profit of ₹22.7 Cr (+25.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹22.7 Cr · +25.4% YoY