| Revenue growth | Q2 -45.1% YoY; H1 -31.1% YoY |
|---|---|
| Margins | Q2 EBITDA -13 bps YoY; H1 EBITDA -168 bps YoY |
| Order book | Sold-unbilled ₹4,540 Mn; launched unsold ₹8,130 Mn |
| Demand visibility | Q2 bookings ₹1,510 Mn, -20.1%; H1 ₹3,060 Mn, -7.6% |
| Management confidence | Calls performance healthy; pre-sales moderate |
Growth
Q2 revenue -45.1% YoY, PAT -45.9%; H1 revenue -31.1%, PAT -41.2%. Q2 collections +22% YoY.
Outlook
Two launches (~₹2,800 Cr GDV) targeted Q3 FY27; MMR land acquisitions ongoing; Filmistan ~₹4,000 Cr GDV.
Risks
Booking value -20.1% YoY, area sold -18%, units sold -30%. Management cites moderate pre-sales amid market dynamics.
Last quarter's promises, checked
Partly delivered
- FY27 launches ~₹3,000 Cr GDV → ~₹2,800 Cr targeted Q3 FY27 (= PARTIAL)
- FY27 pre-sales ~₹1,000 Cr → H1 bookings ₹306 Cr, full year pending (= PARTIAL)
- Thane launch Q4 FY27 (~₹2,000 Cr) → now targeted Q3 FY27, not yet delivered (= PARTIAL)
Missed
- EBITDA margin 25-26% over FY27 → Q2 23.84% (= MISS)
- Pre-sales +9-10% YoY, 'no slowdown' → Q2 bookings ₹151 Cr, -20.1% YoY (= MISS)
- Accelerated growth (launch GDV 1,500→3,000 Cr) → Q2 revenue -45.1% YoY, PAT -45.9% (= MISS)
Investor Presentation filed with BSE, NSE: ARKADE. Summary written with AI assistance from the document.
Arkade Developers Ltd: key numbers
- Share price
- ₹107.50
- Market cap
- ₹1,996 Cr
- Revenue (annual)
- ₹816.4 Cr
- Net profit (annual)
- ₹5.38 Cr
- P/E (TTM)
- -78.6×Sector 33.7×
- Promoter holding
- 71.19%+0.00% QoQ
- FII holding
- 0.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Arkade Developers Ltd
All →Arkade Developers Earnings Call Transcript: Key Takeaways
Arkade Developers maintains operational pace with strong collections despite moderated pre-sales, focusing on redevelopment projects in Mumbai's western suburbs.
Arkade Developers Management Change
Arkade Developers appointed Maria S John as Interim Company Secretary and Compliance Officer from 01 Dec 2026. Sheetal Solani, currently Company Secretary, goes on maternity leave effective 30 Nov 2026.
Arkade Developers Results Update
Arkade Developers issued a press release on September 2026 quarter and half-year results. Q2 collections rose 22% to ₹183 crore; PAT reached ₹25 crore.
Arkade Developers Q2 FY27 Results: Net Profit ₹24.8 Cr, Down 45.9% YoY
Arkade Developers Ltd reported revenue from operations of ₹144.7 Cr (-45.1% YoY) and net profit of ₹24.8 Cr (-45.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹24.8 Cr · -45.9% YoY
Arkade Developers Board Meeting Date
Arkade Developers has scheduled a board meeting for October 28, 2026 to approve unaudited financial results. The trading window is closed from October 1, 2026 pending declaration.
Arkade Developers Other Announcement
Arkade Developers Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.