Arkade Developers Limited — PPTs, 27-05-2026: Investor Presentation

Arkade Developers delivered a resilient performance for FY26.

1. **Business Performance:** Q4 FY26 pre-sales surged 40% YoY to ₹303 Cr. For the full year, pre-sales grew 16.7% to ₹901 Cr, with revenue up 19.2% to ₹828 Cr. However, FY26 net profit was ₹5 Cr, significantly impacted by a one-time accounting adjustment of ₹182 Cr related to the strategic Filmistan acquisition. Operational performance, excluding this, remained strong.

2. **Growth Drivers or Strategy:** The company is strategically expanding into Central Mumbai (Mulund, Bhandup) and benefiting from robust demand for luxury housing. A strong pipeline of redevelopment projects and an asset-light model are key to their growth strategy.

3. **Recent Developments:** A major highlight was the strategic acquisition of the Filmistan property in Goregaon (West), projected to have a Gross Development Value (GDV) of ₹3,500 Cr and contribute ₹1,000-₹1,200 Cr to the bottom line over the next 3-5 years. Arkade also launched Arkade Evoke and completed Arkade Eden ahead of schedule.

4. **Key Financial Metrics:** FY26 EBITDA stood at ₹189 Cr. The company maintains a healthy balance sheet with minimal net debt of ₹73 Cr and a Debt/Equity ratio of 0.08.

5. **Management Commentary / Outlook:** Management is confident in sustaining growth momentum, backed by a strong project pipeline, healthy financials, and a focus on timely execution in the Mumbai Metropolitan Region (MMR).