Arvind SmartSpaces Limited has informed the Exchange about Investor Presentation
ARVSMART · price
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Arvind SmartSpaces reported strong Q2 FY26 bookings of Rs. 432 Cr, up 147% QoQ, driven by the launch of Arvind Everland in Sanand (954 units sold worth Rs. 400 Cr, 82% of launched inventory). H1 FY26 bookings stood at Rs. 607 Cr with collections of Rs. 427 Cr (Q2 collections Rs. 236 Cr, up 23% QoQ). The company entered Baroda with a ~Rs. 700 Cr horizontal township project (~98 acres, joint development with 68% revenue share). However, Q2 financials were weak — revenue fell 47% YoY to Rs. 140 Cr, EBITDA declined 58% to Rs. 18 Cr, and PAT dropped 63% to Rs. 31 Cr due to timing of project completions. Operating cash flow surged 368% QoQ to Rs. 125 Cr, and the company remains net cash positive with net debt of Rs. (32) Cr.
Strong bookings momentum and a robust Rs. 3,124 Cr unrecognized revenue book provide solid future earnings visibility, but near-term P&L remains lumpy and pressured. The healthy cash position and ongoing business development pipeline should support growth, though the weak quarterly financials may weigh on sentiment in the short term.