Arkade Developers Q4 FY26 Earnings Call: Transcript Released
Arkade Developers released its Q4 FY26 earnings call transcript. The company acquired Filmistan Pvt. Ltd. for ₹165 Cr (land) + ₹182.6 Cr (tenancy rights), planning a ₹3500 Cr GDV luxury project. They also signed an MOU for ₹1100 Cr GDV redevelopment. Q4 FY26 pre-sales were ₹303 Cr (up 40% YoY), and full-year FY26 revenue was ₹828 Cr (up 19.2% YoY). The company targets 20-25% annual revenue growth and expects exponential growth from FY28.
The acquisition of Filmistan Pvt. Ltd. and the planned uber-luxury project represent a significant strategic move with a large projected GDV and bottom-line contribution, impacting the company's future financial performance.
The company reported strong growth in pre-sales and revenue, highlighted a significant strategic acquisition with substantial future revenue potential, and provided positive future growth projections.
Arkade Developers Limited has released the transcript of its earnings conference call held on May 27, 2026, to discuss the financial performance for the quarter ended March 31, 2026. The call featured management including Chairman & Managing Director Mr. Amit Jain, Independent Director Mr. Abhishek Dev, CFO Mr. Samshet Shetye, and Head of Marketing Ms. Deepti Nair.
During the call, Mr. Amit Jain highlighted FY25-26 as a defining year, marked by business expansion and a strengthened commitment to value-led development. He noted a market shift towards premium and luxury housing in Mumbai, with Arkade focusing on redevelopment and strategic land acquisitions. A significant event mentioned was the strategic acquisition of Filmistan Pvt. Ltd. in Goregaon West for ₹165 crores (land parcel) and ₹182.6 crores (tenancy rights), leading to a one-time exceptional accounting impact of ₹182.17 crores. The company plans to develop an uber-luxury residential project on this site with an expected Gross Development Value (GDV) of ₹3500 crores and an estimated cumulative bottom-line contribution of ₹1000-1200 crores over 3-5 years.
Additionally, Arkade Developers signed an MOU for cluster redevelopment of 9 societies in Kandivali East, involving a RERA carpet area of 3.25 lakh square feet and a projected GDV of ₹1100 crores.
Ms. Deepti Nair discussed the evolving residential real estate landscape, emphasizing the surge in the luxury segment and the shift in consumer preferences towards premium housing. She noted steady price appreciation and robust demand in the MMR region.
Mr. Samshet Shetye presented the financial performance, reporting the highest-ever quarterly pre-sales of ₹303 crores for Q4 FY26, a 40% year-on-year growth. Full-year FY26 pre-sales reached ₹901 crores, a 17% increase. Revenue for Q4 FY26 was ₹199 crores (up 48% YoY), and for the full year FY26, it was ₹828 crores (up 19.2% YoY). EBITDA for FY26 stood at ₹189 crores with a margin of 23.2%. Profit after tax for FY25-26 was ₹5 crores, after accounting for the exceptional item.
Regarding future outlook, the company targets EBITDA margins of 27-28% and PAT margins of 18-19%. They project a pipeline of ₹12,000 crores over the next 5-6 years, with an expected year-on-year growth of 20-25%. The Filmistan project launch is anticipated by the financial year-end, and exponential growth is expected from FY28-29 with the contribution of new projects. The company aims to recognize the revenue from the Filmistan project over approximately six years.
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Arkade Developers Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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