Arkade Q1 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 26 Aug 2026 | Realty | Market Cap: ₹2.4K Cr
Arkade Developers targets a significant revenue growth from INR 683 crores last year towards INR 10,000 crores in the next 5 years. Arkade Developers expects significant revenue growth, with a 20%-25% year-on-year increase anticipated in FY '26 and beyond.
From Arkade's Q1 FY26 earnings-call transcript · updated 26 Aug 2026.
Price
₹126
Market Cap
₹2.4K Cr
P/E Ratio
13.7
How does Arkade rank in Realty?
Compare Arkade against every Realty company this quarter on revenue, margins and earnings-call signals.
Arkade — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹197 Cr, net profit ₹-110 Cr.
Full financials →📊 Revenue & Sales Performance
- →Arkade Developers targets a significant revenue growth from INR 683 crores last year towards INR 10,000 crores in the next 5 years.
- →The maximum acceleration in revenue is expected around FY '26 and FY '27.
- →FY '27 and FY '28 are seen as pivotal years with new projects (Filmistan and Thane) becoming operational, driving a good margin and revenue spike.
- →Expected top-line growth in the range of 20%-25% year-on-year is anticipated, with corresponding growth in PAT margins.
- →Sales volumes are growing steadily with good buyer interest, reflected by a 27% growth in area sold (48,000 sq ft) and 17% growth in pre-sales.
- →The company expects faster delivery cycles and operational efficiency to contribute to faster sales growth.
- →New projects like Filmistan and Thane are estimated to have 5-year timelines with realizations starting FY '27.
📈 Profitability & Margins
- →Arkade Developers expects significant revenue growth, with a 20%-25% year-on-year increase anticipated in FY '26 and beyond.
- →PAT is expected to grow broadly in line with revenue growth, indicating proportional profit expansion.
- →FY '27 and FY '28 are seen as pivotal years with the Filmistan and Thane projects becoming fully operational, driving accelerated growth and higher sales.
- →The company targets sustained EBITDA margins around 30% and PAT margins near 20% on a full-year basis.
- →Margins may vary project-to-project and quarters, but overall improvement is expected as projects mature and construction progresses.
- →Delivery efficiency, disciplined execution, and premium product positioning are key drivers for faster sales cycles and margin expansion.
- →Promoters forgo dividends to reinvest in growth, signaling a focus on enhancing shareholder value through earnings expansion.
- →No explicit EPS guidance provided, but consistent profit growth aligns with revenue and margin expansion plans.
🏗️ Capital Expenditure Plans
- →Arkade Developers has made significant land acquisitions signaling future capital investments:
- → - A prominent four-acre land parcel in Goregaon West (Filmistan Private Limited) with a projected GDV of INR 3,200 crores targeting the uber luxury segment.
- → - Another redevelopment project in Goregaon spanning 1.1 acres with potential revenue of INR 350 crores.
- → - Entry into the Thane market with land parcels worth INR 6.28 crores per acre targeting a GDV of INR 2,000 crores.
- →These acquisitions represent strategic investments for expansion in Mumbai Metropolitan Region (MMR).
- →No specific new project launches planned in early FY '26, but Bhandup project launch expected in Q2.
- →Filmistan and Thane projects have an allocated timeline of approximately 5 years, with revenue recognition starting FY '27.
- →The company follows a disciplined approach with focus on efficient execution and avoiding land hoarding, ensuring faster revenue recognition and sustainable growth.
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
Key Metrics
Frequently Asked Questions
What were Arkade Q1 FY26 results?
Arkade Developers targets a significant revenue growth from INR 683 crores last year towards INR 10,000 crores in the next 5 years. Arkade Developers expects significant revenue growth, with a 20%-25% year-on-year increase anticipated in FY '26 and beyond.
What is Arkade share price analysis?
Arkade currently shows a neutral. The stock trades at a P/E of 13.7 with a market cap of ₹2,432 Cr. Investors should review the full earnings analysis for detailed insights.
Is Arkade planning capital expenditure?
Arkade Developers has made significant land acquisitions signaling future capital investments: - A prominent four-acre land parcel in Goregaon West (Filmistan Private Limited) with a projected GDV of INR 3,200 crores targeting the uber luxury segment.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.