Arvind SmartSpaces Ltd
Arvind SmartSpaces Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting 25% CAGR in presales over the next 4 to 5 years, with potential to achieve 35%-40% growth in the current financial year (FY27). The company targets a strong growth pipeline with business development (BD) lock-ins of INR4,000-5,000 crores GDV for FY27, up from INR3,200 crores in FY26.
From Arvind SmartSpaces Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting 25% CAGR in presales over the next 4 to 5 years, with potential to achieve 35%-40% growth in the current financial year (FY27).
- Planning 6 launches in FY27, with market inventory expected around INR3,000 to INR3,500 crores.
- Business development (BD) target for FY27 is INR4,000 to INR5,000 crores of GDV (Gross Development Value) locked in.
- Focus on Mumbai market with a sweet spot for projects around INR500 to INR1,000 crores, plus or minus 20-25%.
- Sustenance sales expected to grow about 15% in FY27, contributing to overall sales growth.
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Profitability & Margins
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Capital Expenditure Plans
- FY26 capital investment for business development (BD) activities exceeded INR 600 crores.
- For FY27, BD target is to lock INR 4,000 to 5,000 crores of GDV, implying increased capital deployment relative to FY26.
- Investments in Mumbai projects include a joint venture with INR 2,400 crores topline potential, focusing on asset-light structures and redevelopment.
- Future investments include launching 3 projects in Mumbai (Pen-Khopoli plotted project, Santacruz, Goregaon).
- Goregaon project is a JV with Oxford Sigma Group, with shared investment responsibilities and profit-sharing (44% profit share for Arvind).
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Top-ranked in Realty
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The company completed business development (BD) worth approximately INR 3,200 crores in FY26.
- For FY27, Arvind SmartSpaces targets BD lockdown of about INR 4,000 crores to INR 5,000 crores.
- The project pipeline remains strong, with about 6 launches planned in FY27, targeting INR 3,000 to INR 3,500 crores of inventory.
- They have an unrealized operating cash flow estimated at over INR 4,970 crores expected to be realized over the next 4 to 5 years.
- Net debt-to-equity ratio is maintained conservatively at 0.26 currently, with a maximum target of 1:1 for disciplined capital deployment.
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Arvind SmartSpaces Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹155 Cr, net profit ₹44 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Arvind SmartSpaces Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Arvind SmartSpaces Ltd Q4 FY26 results?
Targeting 25% CAGR in presales over the next 4 to 5 years, with potential to achieve 35%-40% growth in the current financial year (FY27). The company targets a strong growth pipeline with business development (BD) lock-ins of INR4,000-5,000 crores GDV for FY27, up from INR3,200 crores in FY26.
What is Arvind SmartSpaces Ltd share price analysis?
Arvind SmartSpaces Ltd currently shows a neutral. The stock trades at a P/E of 16.3 with a market cap of ₹3,009 Cr. Investors should review the full earnings analysis for detailed insights.
Is Arvind SmartSpaces Ltd planning capital expenditure?
FY26 capital investment for business development (BD) activities exceeded INR 600 crores.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.