ARKADEBSEArkade Developers LtdMediumNeutral
Announced Wed, 27 May · 16:46 IST

Investor Presentation for audited financials for the quarter and year ended March 31, 2026

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ARKADE · price

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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
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-2.7-3.2-3.6-3.8-7.0-5.8-6.8-6.2-6.6-7.4-5.4+1.6
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AI summary

Arkade Developers reported FY26 revenue of ₹828 Cr (up 19.2% YoY) with EBITDA of ₹252 Cr (30.5% margin) and net profit of ₹189 Cr. Pre-sales grew 16.7% to ₹901 Cr while area sold increased 26.6% to 315,000 sq.ft. The company completed a landmark acquisition of Filmistan Private Limited in Goregaon West (4-acre land parcel) for ₹347.6 Cr total consideration. The Filmistan project carries a projected GDV of ₹3,500 Cr with expected bottom-line contribution of ₹1,000–1,200 Cr over 3-5 years. As part of this acquisition, an exceptional write-off of ₹182.17 Cr was recorded for tenancy rights in consolidated financials. The company expanded into Thane (GDV ₹1,900 Cr) and secured rights to redevelop 13.5 acres across western suburbs (GDV ₹4,500 Cr). Promoter holding stands at 71.14%.

Likely market impact

Strong operational performance with 40% YoY growth in Q4 pre-sales, though the Filmistan write-off masks underlying profitability. The pipeline of upcoming projects totaling over ₹12,000 Cr in GDV provides multi-year visibility, supported by a healthy net debt position of just ₹73 Cr.