Arvind SmartSpaces Ltd (NSE:ARVSMART)

Q3 2026 Arvind Smartspaces Ltd Earnings Call Transcript

Feb 11, 2026 / 07:00 AM GMT

Release Date Price: ₹581.2 (-3.86%)

Transcript

Key Points

Positve

Arvind SmartSpaces Ltd (BOM:539301) reported its highest ever 9-month bookings and collections, with bookings improving by 5% year-on-year to INR 938 crores.
The company has a strong project pipeline with new projects in Bangalore, Ahmedabad, and Vastrapur, enhancing its vertical development portfolio.
Sustenance sales have become a meaningful contributor to overall bookings, adding stability and predictability to sales and cash flows.
The company maintains a strong balance sheet with a net debt of INR 79 crores as of December 31, 2025, reflecting robust financial health.
Arvind SmartSpaces Ltd (BOM:539301) is actively expanding its portfolio in high-quality micromarkets with disciplined capital deployment, indicating strategic growth.

Negative

Revenue for the 9 months was reported at INR 409 crores, down from INR 550 crores in the previous year, indicating a decline in revenue generation.
EBITDA for the 9 months stood at INR 100 crores, compared to INR 150 crores last year, showing a decrease in profitability.
The company faces challenges with regulatory approvals, particularly in Bangalore, which has slowed down project launches.
There is a noted slowdown in the broader real estate market, with some participants lowering their guidance, which could impact future sales.
The transition in leadership, with Kamal Singhal stepping down as managing director, may pose challenges in maintaining strategic continuity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARVD.NS - Arvind Smartspaces Ltd
Q3 2026 Arvind Smartspaces Ltd Earnings Call
Feb 11, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Awen Smart Spaces Limited Q3 and 9 month F 26 post results earnings conference call. As a reminder, all participant lines will be in the lesson 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. Ahmed Sharma from Ad Factors.

Thank you and over to you, sir.

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Unidentified_2 [2]
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