ARKADENSEArkade Developers LimitedMediumNeutral
Announced Wed, 27 May · 16:46 IST

Arkade Developers Limited has informed the Exchange about Investor Presentation

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedMgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

ARKADE · price

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▲ 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
-7.0%1-day move
₹121.55
prior close
₹120.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.7-3.2-3.6-3.8-7.0-5.8-6.8-6.2-6.6-7.4-5.4+1.6
Up moveDown movePending
AI summary

Arkade Developers reported strong FY26 performance with pre-sales of Rs 901 Cr (up 16.7% YoY) and collections of Rs 728 Cr. Area sold grew 26.6% to 315,000 sq.ft. Q4 FY26 saw pre-sales of Rs 303 Cr, up 40% YoY. The company completed acquisition of Filmistan Private Limited in Goregaon West for Rs 347.6 Cr, creating a wholly-owned subsidiary now being developed into a flagship luxury project with projected GDV of Rs 3,500 Cr. FY26 net profit was Rs 10.2 Cr after a one-time exceptional charge of Rs 182.2 Cr for write-off of tenancy rights. Excluding this exceptional item, EBITDA margin stood at 30.2% for FY26, showing margin improvement from 27.4% in FY23. The company maintained a healthy balance sheet with net debt of only Rs 73 Cr and debt-to-equity of 0.08.

Likely market impact

The company demonstrates strong operational growth with margin improvement and prudent debt management. The Filmistan acquisition represents a significant pipeline expansion with Rs 3,500 Cr projected GDV. However, shareholders should note the exceptional write-off impacted FY26 profitability, and Q4 collections declined 18% QoQ.