Arkade Developers Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Arkade Developers reported strong Q4 and full year results. Q4 pre-sales rose 40% year-on-year to Rs. 303 Cr, with 1.1 lakh sq ft sold. For the full year, pre-sales grew 17% to Rs. 901 Cr, and revenue was up 19.2% at Rs. 828 Cr. Profit after tax for the year was Rs. 5 Cr, impacted by a one-time Rs. 182 Cr write-off related to Filmistan tenancy rights, which will reduce future project costs.

Management sees robust real estate demand, particularly in Mumbai's luxury segment, with properties between Rs. 2-5 Cr dominating sales. They aim for stable EBITDA margins of 27-28%. A significant project pipeline of Rs. 12,000 Cr is planned over the next 5-6 years, forecasting 20-25% annual revenue growth, with an expected exponential surge once the Filmistan and Thane projects fully contribute. May pre-sales were consistent but slower than Q4 due to global economic factors.

Key developments include the strategic acquisition of Filmistan property for an upcoming uber-luxury residential project, estimated at Rs. 3500 Cr GDV with Rs. 1000-1200 Cr bottom-line contribution over 3-5 years. The company also signed an MOU for a Rs. 1100 Cr GDV cluster redevelopment in Kandivali. Management expresses optimism, emphasizing an "execution-first mindset" and commitment to premium living experiences.