| Revenue growth | 212% YoY in Q1 FY27. |
|---|---|
| Margins | Q1 EBITDA margin 48% due to project mix; long-term guidance 22-25%. |
| Order book | Unrecognized revenue at INR3,825 Cr; estimated operating cash flows >INR5,119 Cr. |
| Demand visibility | Strong underlying demand in core markets: Gujarat, Bengaluru, and Mumbai. |
| Management confidence | High, citing strong structural demand and robust launch pipeline. |
Growth
Revenue jumped to INR318 Cr (vs INR102 Cr YoY); PAT grew to INR97 Cr (vs INR12 Cr YoY); Presales rose 147% to INR432 Cr.
Outlook
FY27 Guidance: INR4,000-5,000 Cr business development, 35-40% bookings growth, and 22-25% sustainable EBITDA margins. Net debt-equity ceiling set at 1:1.
Risks
Rising labor costs noted but managed; revenue recognition remains sporadic based on project completion and OC approvals.
Last quarter's promises, checked
Delivered
- Guided 25-30% long-term CAGR → delivered 147% Q1 presales growth (= BEAT)
- Targeted 22-25% EBITDA margin → delivered 48% in Q1 (= BEAT)
- Guided net debt-equity < 1:1 → delivered 0.29x (= BEAT)
Partly delivered
- Guided 6 launches for FY27 → Q1 results show pipeline on track but pending H2 backloading (= PARTIAL)
Investor Presentation filed with BSE, NSE: ARVSMART. Summary written with AI assistance from the document.
Arvind SmartSpaces Ltd: key numbers
- Share price
- ₹610.10
- Market cap
- ₹2,800 Cr
- Revenue (annual)
- ₹564.0 Cr
- Net profit (annual)
- ₹96.44 Cr
- P/E (TTM)
- 15.2×Sector 34.9×
- Promoter holding
- 53.83%+0.00% QoQ
- FII holding
- 0.69%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Arvind SmartSpaces Ltd
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- Value
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