Information update for Q4 & FY26.
ARVSMART · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Arvind SmartSpaces reported its best-ever annual bookings of Rs. 1,550 Cr in FY26, up 22% YoY, with Q4 bookings hitting a record Rs. 612 Cr (up 61% YoY). Collections also reached a high of Rs. 1,100 Cr for FY26, up 17% YoY, with OCF of Rs. 417 Cr growing 24%. However, revenue declined to Rs. 564 Cr from Rs. 713 Cr, with EBITDA at Rs. 156.4 Cr and PAT at Rs. 103.4 Cr. The company expanded into Mumbai with a Santacruz society redevelopment project (Rs. 300 Cr potential) and acquired 3 premium residential projects in Bengaluru's Sarjapur/Whitefield (Rs. 1,740 Cr potential). Net debt increased to Rs. 167 Cr with debt-to-equity at 0.26. The Board recommended a dividend of Rs. 2.25 per share. Unrecognized revenue stands at Rs. 3,733 Cr, indicating strong near-term revenue visibility.
Strong operational performance with record bookings and cash flows demonstrates robust demand. However, lower revenue recognition and rising debt levels warrant monitoring. The Mumbai entry and new project acquisitions signal geographic expansion which could drive future growth.