Arkade Developers Ltd (NSE:ARKADE)
₹ 138.74 -0.22 (-0.16%) Market Cap: 25.76 Bil Enterprise Value: 25.83 Bil PE Ratio: 478.41 PB Ratio: 2.92 GF Score: 47/100

Q4 2026 Arkade Developers Ltd Earnings Call Transcript

May 27, 2026 / 11:30AM GMT
Release Date Price: ₹123.26 (+0.37%)

Key Points

Positve
  • Arkade Developers Ltd (NSE:ARKADE) achieved its highest ever quarterly pre-sales of INR 303 crores for Q4 FY26, marking a 40% year-on-year growth.
  • The company recorded a significant increase in the area sold during the quarter, up 57% year-on-year.
  • Arkade Developers Ltd (NSE:ARKADE) completed a strategic acquisition of Filmistan Private Limited, a high-value property, which is expected to strengthen its position in the luxury residential segment.
  • The company signed an MOU for a cluster redevelopment project in Kandiburi East, with a projected GDV of INR 1,100 crores.
  • Arkade Developers Ltd (NSE:ARKADE) reported a 19.2% year-on-year growth in revenue for FY26, reflecting strong operational performance.
Negative
  • The company faced a one-time exceptional accounting impact of INR 182.17 crores due to the write-off of tenancy rights in the Filmistan acquisition.
  • EBITDA margin for Q4 FY26 stood at 19.4%, which is lower than the targeted stabilization range of 27% to 28%.
  • Pre-sales in May were slower than expected due to global economic conditions, including the impact of war and rising fuel prices.
  • The profit after tax for FY25-26 was significantly affected by the exceptional item, resulting in a PAT of only INR 5 crores.
  • The company anticipates that the exponential growth from projects like Thane and Filmistan will not be realized until FY28 or FY29, indicating a delay in expected revenue growth.
Operator

Ladies and Gentlemen, Good day and welcome to the RK Developers Limited Q4 FY 2026 Earnings Conference Call.

This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call.

These statements are not a guarantee of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Amit Chen, Chairman and Managing Director of the company.

Thank you and over to you.

Amit Jain
Arkade Developers Ltd - Executive Chairman of the Board, Managing Director

Good evening everyone.

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