Revised Investor Presentation for Q1 FY26.
ARVSMART · price
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Arvind SmartSpaces has filed a revised Q1 FY26 investor presentation, correcting a typo in Forreste phase 6 saleable area on Slide 17. Q1 FY26 bookings stood at Rs 175 Cr, collections at Rs 191 Cr, revenue at Rs 102 Cr (up 37% YoY), adjusted EBITDA at Rs 24.5 Cr (up 205% YoY), and PAT at Rs 12 Cr (up 159% YoY). The company launched an Industrial Park pilot at NH47 in Q1 and remains on track to add projects with a cumulative topline potential of Rs 5,000 Cr across Ahmedabad, Bengaluru, and MMR in FY26. The company is in a net cash position with net interest-bearing funds at -Rs 50 Cr and debt-to-equity at -0.08, and has unrecognized revenue of Rs 2,828 Cr plus an estimated unrealised operating cashflow of Rs 4,048 Cr from its project pipeline.
Strong Q1 results with sharp YoY growth in revenue, EBITDA, and PAT, combined with a healthy net cash position and large project pipeline, signal solid operational momentum. For shareholders, this reinforces confidence in growth and the company's ability to fund expansion without leverage, though execution of the Rs 5,000 Cr pipeline and new geography entry into MMR will be key things to watch.