ARVSMARTNSEArvind SmartSpaces LimitedMediumNeutral
Announced Wed, 20 May · 20:09 IST

Arvind SmartSpaces Limited has informed the Exchange about Investor Presentation

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

ARVSMART · 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
+2.5%1-day move
₹602.00
prior close
₹616.00
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AI summary

Arvind SmartSpaces reported its highest-ever annual booking value of Rs. 1,550 crore, up 22% YoY with a 5-year CAGR of 27%. Q4 bookings hit a record Rs. 612 crore, surging 61% YoY, driven by new launches like Arvind Skycrest in Bangalore and Arvind Greenfields in Vadodara. Collections also reached a new high of Rs. 1,100 crore, up 17% YoY, with operating cash flow of Rs. 417 crore. However, revenue declined to Rs. 564 crore from Rs. 713 crore in FY25, and PAT fell to Rs. 156.4 crore from Rs. 196.2 crore, while EBITDA margin remained flat at 28%. The company disclosed a robust project pipeline with unrecognized revenue of Rs. 3,733 crore and cumulative new business development potential of Rs. 3,140 crore. The Board recommended a dividend of Rs. 2.25 per share.

Likely market impact

Strong operational performance with record bookings and collections signals healthy business momentum, but declining revenue recognition and PAT may concern investors focused on near-term profitability. The massive unrecognized revenue base provides long-term earnings visibility, and debt levels have risen to Rs. 167 crore from Rs. 27 crore a year ago.