Arvind SmartSpaces Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Arvind SmartSpaces saw strong Q1 FY26 financials: Revenue up 37% to ₹102 Cr, EBITDA up 205% to ₹24.5 Cr, and PAT up 159% to ₹12 Cr. Q1 bookings were ₹175 Cr, collections ₹191 Cr. Management expects 30-35% presales growth for FY26, targeting ₹3,000-₹4,000 Cr in new launches, mostly H2, to meet this. The company plans aggressive expansion in Bangalore and Mumbai, aiming for a top-10 developer spot. Leadership changes, including a new CEO, support this strategic scale-up, maintaining focus on profitability and strong cash flows (net debt negative ₹50 Cr). The outlook remains confident despite project launch delays.