Arvind SmartSpaces Ltd (NSE:ARVSMART)
₹ 663.15 -2.4 (-0.36%) Market Cap: 30.44 Bil Enterprise Value: 35.76 Bil PE Ratio: 31.09 PB Ratio: 4.69 GF Score: 91/100

Q4 2026 Arvind Smartspaces Ltd Earnings Call Transcript

May 21, 2026 / 06:33 AM GMT
Release Date Price: ₹615.05 (+2.07%)

Key Points

Positve
  • Arvind SmartSpaces Ltd (BOM:539301) achieved its highest ever annual booking value of Rs. 1,550 crores, marking a 22% year-on-year growth.
  • The company reported strong cash generation and strategic expansion across key growth markets.
  • New project launches contributed significantly to annual bookings, reflecting strong market demand and customer confidence.
  • The company has a diversified portfolio across Ahmedabad, Bengaluru, and MMR, with growing strength in both horizontal and vertical developments.
  • Arvind SmartSpaces Ltd (BOM:539301) has a strong pipeline with an estimated cumulative top-line potential of Rs 3,140 crores, enhancing medium-term growth visibility.
Negative
  • FY26 saw a decline in annual revenue due to the timing of revenue recognition for some projects.
  • The Forest Trail project in Bengaluru has 50% unsold inventory and experienced cancellations, indicating potential challenges in sales.
  • There are concerns about the impact of rising commodity costs on profitability, although the company has budgeted for contingencies.
  • The company is cautious about the geopolitical situation and its potential impact on project launches and sales.
  • Arvind SmartSpaces Ltd (BOM:539301) has a net debt of Rs. 167 crores, and while the debt position is comfortable, future debt plans remain a consideration.


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

ARVD.NS - Arvind Smartspaces Ltd
Q4 2026 Arvind Smartspaces Ltd Earnings Call
May 21, 2026 / 06:33AM 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 Erwin Smart Spaces Limited Q4 and FY26 Post Results Earnings Con Call.

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

Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

We now have the conference with Mr. Amit Kumar Sharma from Ad Factor.

Thank you and with you sir.

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Unidentified_2 [2]
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