ARIHANTSUPBSEArihant Superstructures LtdMediumNeutral
Announced Fri, 15 May · 20:22 IST

Press Release and Investor Presentation for the quarter and year ended March 31, 2026.

Mgmt Guided Margin PressureInvestor Communications View source PDF

ARIHANTSUP · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-9.7%1-day move
₹270.00
prior close
₹278.30
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+6.0+6.3+4.7+5.9-9.7-11.6-9.1-9.6-9.3-3.7-5.9-0.7-3.7
Up moveDown movePending
AI summary

Arihant Superstructures reported FY26 operating revenue of INR 5,510 Mn (up 10.5% YoY) with EBITDA of INR 1,266 Mn (up 21% YoY), though PAT declined 15.9% to INR 460 Mn due to a 65% surge in interest costs to INR 677 Mn. Q4 FY26 showed strong revenue of INR 1,808 Mn (up 43% QoQ) with pre-sales of INR 3,132 Mn and 395 units sold, but EBITDA margin contracted sharply to 16.7% from 23% in Q3 due to elevated operating expenses. The company delivered 1,721 units in FY26, a 5x YoY increase, with GDV growing to Rs 14,000 Cr from Rs 12,500 Cr, driven by infrastructure at Navi Mumbai Airport. Net debt stands at Rs 8,140 Mn (net debt/equity 1.01x) with INR 4.5 Bn in secured institutional debt. The company has 14.6 Mn sq. ft. of forthcoming projects with revenue potential of INR 100 Bn and is expanding into hospitality assets (5-star hotel, gymkhana) via a wholly-owned subsidiary.

Likely market impact

While revenue growth and delivery momentum are strong, the sharp rise in interest costs is compressing profitability (PAT margin fell from 11% to 8.4%), and the Q4 margin contraction signals execution cost pressures. Rising leverage (net debt up significantly) and lower unit sales in FY26 versus FY25 also warrant monitoring. The large upcoming pipeline is a positive for future revenue visibility.