Arkade Developers Limited — PPTs, 29-01-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**1. Business Performance:**

Arkade Developers delivered strong Q3 FY26 operational results: pre-sales jumped 21.3% YoY to ₹267 Cr, collections rose 19.3% YoY to ₹212 Cr, and area sold grew 30% YoY to 96,000 sq ft. For 9M FY26, pre-sales hit ₹598 Cr (+7.6% YoY) and collections were ₹533 Cr (+11.4% YoY). While Q3 revenue was ₹199 Cr (-14% YoY), 9M FY26 revenue increased 12.3% YoY to ₹629 Cr.

**2. Growth Drivers or Strategy:**

Key strategies include expansion into Mumbai's Central side (Mulund, Bhandup) and capitalizing on robust luxury housing demand. The company maintains an asset-light model with low net debt of ₹110 Cr, bolstered by a strong track record of early project deliveries.

**3. Recent Developments:**

Significant 9M FY26 acquisitions include Filmistan (Goregaon W) for ₹3,500 Cr GDV and Thane for ₹1,900 Cr GDV. A new project launch is planned for Bangur Nagar, Goregaon West, reinforcing its strong Malad–Goregaon presence.

**4. Management Commentary / Outlook:**

Management remains positive on sector growth, targeting two new Occupation Certificates in the Western Suburbs soon. The company's robust pipeline, with an estimated GDV of ₹11,900 Cr across 4 million sq ft, provides strong future visibility into 2026.