Arkade Developers Limited — Investor Meet, 31-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Arkade Developers reported strong Q1 FY26 results: Revenue up 32% YoY to Rs. 165 Cr, pre-sales at a record Rs. 142 Cr (+17% YoY), and PAT of Rs. 29 Cr (17% margin). Q1 EBITDA margin (22%) was lower due to project mix and early revenue recognition; full-year margins are expected to recover. Strategic land acquisitions in Goregaon (Rs. 3,200 Cr GDV luxury project) and Thane (Rs. 2,000 Cr GDV) are set to drive major revenue growth from FY27. Promoters also forwent their 10% interim dividend. Management emphasizes disciplined execution and timely project delivery.