Arvind SmartSpaces Q4 FY26 Earnings Call Transcript Released
Arvind SmartSpaces reported FY26 record bookings of INR1,550 Cr (up 22% YoY) and Q4 FY26 bookings over INR600 Cr. FY26 revenue was INR564 Cr, with Q4 PAT up 103% to INR44 Cr. The company targets INR4,000-5,000 Cr BD in FY27 and expects 35-40% booking growth. A final dividend of INR2.25 per share is recommended.
The announcement details strong financial performance, significant business development achievements, and positive future guidance, which are material to investors and the company's strategic direction.
The company reported strong booking growth, record quarterly performance, and a positive outlook for future business development and bookings, alongside a recommended dividend.
Arvind SmartSpaces Limited has released the transcript of their conference call with analysts and investors held on May 21, 2026, to discuss their Q4 and full-year FY26 results. During the call, the company reported a landmark year with record bookings of INR1,550 crores, a 22% year-on-year growth, and achieved their highest ever quarterly bookings of over INR600 crores in Q4 FY26. New launches contributed significantly, accounting for approximately INR930 crores of annual bookings. Bengaluru remained a key growth engine, contributing INR485 crores to annual bookings.
The company also highlighted significant business development activities in FY26, adding projects with an estimated top-line potential of INR3,140 crores. This included entry into the Mumbai residential apartment market with a premium redevelopment project in Santacruz, expansion in Bengaluru, and strengthening presence in Ahmedabad. Subsequent to the year-end, a major high-rise project in Mumbai with an estimated top-line potential of INR2,400 crores was signed.
Financially, for FY26, revenues stood at INR564 crores, with adjusted EBITDA at INR156 crores and PAT at INR103 crores. The Q4 FY26 performance was particularly strong, with PAT growing 103% year-on-year to INR44 crores. Net operating cash flows for FY26 were INR417 crores, with an estimated unrealized operating cash flow exceeding INR4,970 crores over the next 4 to 5 years.
The Board of Directors recommended a final dividend of INR2.25 per equity share. Looking ahead, Arvind SmartSpaces has set a business development (BD) target of INR4,000 crores to INR5,000 crores for FY27, with an expectation of 35% to 40% growth in bookings for the current financial year. The company remains optimistic about the long-term structural demand for residential real estate, driven by India's economic growth and evolving customer aspirations.
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Arvind SmartSpaces 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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See the model portfoliosA plain-language summary of a public exchange filing by Arvind SmartSpaces Limited. Read the original for the full detail.