ARVSMARTNSEArvind SmartSpaces LimitedMediumNeutral
Announced Fri, 29 May · 12:06 IST

Arvind SmartSpaces Limited has informed the Exchange about Transcript of the con-call held on May 21, 2026.

Order Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapMgmt Guided Margin ImprovementInvestor Communications View source PDF

ARVSMART · price

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Price reaction · full curve 14 horizons · vs prior close
-5.9%1-day move
₹609.00
prior close
₹606.70
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AI summary

Arvind SmartSpaces reported record annual booking value of INR 1,550 crores in FY26, up 22% YoY, with Q4 PAT growing 103% to INR 44 crores. The company added INR 3,140 crores worth of projects during the year, including entry into Mumbai through a Santacruz redevelopment and a landmark INR 2,400 crores high-rise project post year-end. Revenue declined to INR 564 crores due to timing of revenue recognition, but PAT remained healthy at INR 103 crores for the second consecutive year. Management guided for FY27 BD target of INR 4,000-5,000 crores with 6 planned launches across Ahmedabad, Bengaluru, and Mumbai, targeting 35-40% booking growth. The company maintains EBITDA margin guidance of 22-25% despite noticing 4% commodity cost increases.

Likely market impact

Strong operational performance with record bookings and cash generation signals healthy business momentum. The expansion into Mumbai and aggressive launch pipeline provide medium-term growth visibility, though investors should note margin pressures from rising commodity costs and flat OCF guidance for FY27.