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Environmental clearance delays
View Risks →Arkade Developers Limited — Q3 FY26
Arkade Developers reported Q3 FY26 revenue of ₹199 crore, down ~14% YoY due to delayed OC recognition, but EBITDA margin expanded 30bps to 27.4%.
bullish
high
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Arkade Developers reported Q3 FY26 revenue of ₹199 crore, down ~14% YoY due to delayed OC recognition, but EBITDA margin expanded 30bps to 27.4%. Pre-sales hit a record ₹267 crore (+21% YoY), driven by strong demand in Bandup and Mulund. Collections grew 19% to ₹212 crore. Management maintained 20-25% CAGR pre-sales guidance, backed by a launch pipeline of ₹5,000-7,000 crore GDV in FY27, including the Filmistan and Khane projects. PAT margin contracted to 20.2% from 21.7% due to revenue mix. Key risk: execution delays from environmental clearance bottlenecks could defer revenue recognition further.
आर्केड डेवलपर्स की तीसरी तिमाही की कमाई ₹199 करोड़ रही, जो पिछले साल से 14% कम है। इसकी वजह पर्यावरण मंजूरी में देरी से मिलने वाली आय (OC) को पहचानने में देरी है। लेकिन कंपनी का मुनाफा मार्जिन (EBITDA) थोड़ा बढ़कर 27.4% हो गया। प्री-सेल्स ₹267 करोड़ के रिकॉर्ड स्तर पर पहुंच गई, जो पिछले साल से 21% ज्यादा है। इसकी वजह बांदुप और मुलुंड में मजबूत मांग है। कलेक्शन 19% बढ़कर ₹212 करोड़ हो गया। प्रबंधन ने अगले साल ₹5,000-7,000 करोड़ के नए प्रोजेक्ट लॉन्च करने का भरोसा दिया है। मुनाफा मार्जिन (PAT) 21.7% से घटकर 20.2% रह गया। मुख्य जोखिम: पर्यावरण मंजूरी में देरी से आय पहचानने में और देरी हो सकती है।
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Read Transcript →Quarter Snapshot
Pre-sales
₹267 crore
+21% YoY
Highest ever quarterly pre-sales, driven by strong sales in Bandup and Mulund.
Collections
₹212 crore
+19% YoY
Collections grew 19% YoY, reflecting healthy cash flow from operations.
Area Sold
96,000 sq ft
+30% YoY
Area sold increased 30% YoY, indicating strong volume growth.
Launch Pipeline GDV
₹5,000-7,000 crore
N/A
Management guided for launches worth ₹5,000-7,000 crore GDV in FY27.
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Guidance and risk preview
Management reiterated its guidance of 20-25% CAGR in pre-sales over the next 2-3 years, supported by a strong launch pipeline.
Launches were delayed due to a stay order on environmental clearances, which has now been resolved but could recur.
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