Arvind SmartSpaces Limited — PPTs, 28-07-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 bookings hit ₹175 Cr, with collections at ₹191 Cr. Revenue grew 37% YoY to ₹102 Cr. Adjusted EBITDA surged 205% to ₹24.5 Cr (24% margin), and PAT rose 159% to ₹12 Cr (12% margin). The company is now net cash positive with ₹(50) Cr in net interest-bearing funds.

**2. Strategic Initiatives & Growth Drivers:**

Strong FY26 sales are anticipated, driven by planned new launches. The company aims to add ₹5,000 Cr in topline potential from projects in Ahmedabad, Bengaluru, and MMR, pursuing its goal to become a top-tier real estate player.

**3. Business Developments:**

Strategic entry into the Mumbai Metropolitan Region (MMR) and the Q1 pilot launch of an Industrial Park broaden the portfolio.

**4. Market Position & Competitive Advantage:**

Leveraging the 120-year Arvind brand legacy, the company maintains a strong market position via an asset-light model and balanced risk profile. Diversified presence and the HDFC Capital partnership enhance its competitive edge and capital efficiency.

**5. Investor Implications:**

Robust Q1 results, a strong pipeline, and a net cash positive shift point to positive growth potential. Successful execution of new project acquisitions and timely launches remains key.