Arkade Developers Limited — PPTs, 13-11-2024: Investor Presentation

**Financial Highlights:**

For H1 FY25, Arkade Developers reported a revenue of ₹328 crore, up 20.4% YoY. The Q2 FY25 revenue stood at ₹203 crore, a slight decrease of 3.7% YoY. EBITDA for H1 FY25 reached ₹102.5 crore, reflecting a margin of 31.2%. Net profit for the half-year was ₹73.6 crore, with a margin of 22.4%. Despite a challenging quarter, the company demonstrated resilience with significant pre-sales exceeding ₹300 crore.

**Strategic Initiatives and Growth Drivers:**

Arkade continues to capitalize on robust demand for luxury housing within the Mumbai Metropolitan Region. The launch of Arkade Rare in Bhandup, with a potential turnover of ₹750 crore, is anticipated to drive future growth. The firm's asset-light model, coupled with an expansion into Eastern Mumbai suburbs, positions it well for sustained value creation.

**Business Developments:**

The notable launch of Arkade Rare followed a positive reception, indicating strong market interest. The ongoing and upcoming projects pipeline, including notable redevelopments, enhances Arkade's competitive standing.

**Market Position and Competitive Advantage:**

With over 5 million sq. ft. delivered across 29 projects, Arkade maintains a leading position in the luxury housing segment. The commitment to customer satisfaction and timely delivery reinforces its competitive edge.

**Investor Implications:**

Arkade's healthy balance sheet and strong cash flows suggest a positive outlook for investors. As the company continues to align its strategic launches with market demand, it presents potential growth opportunities in a recovering real estate market.