ARKADE / Q3-FY26 / claim-ledger

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Arkade Developers · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-20Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Danj · Suli D securities

direct

Why delay in launches and lower revenue this quarter?

launches uh uh got a bit delayed because the environmental clearances were taking time... the recognition in PNL is lower compared to last year. So last year uh same quarter we received OC for one of the project Santa Cruz project... This year we got a good pre-sale numbers but you know there is a time lag between the booking and the registration

Danj · Suli D securities

partial

What pre-sales growth from Bangor Nagar launch in FY26?

we are expecting a good sales from this project Lakshmi Ramana project and obviously that will complement the existing project. So we expect to achieve about whatever we have given the guidelines earlier because 20 25% tagger growth we are guiding for uh 2 three years.

Heath Sha · Excel PMS

direct

Clarify Hindustan Times article about 80-100 acre project with 500 cr revenue.

it is yet under consideration. We haven't yet entered any definitive for the transaction and it is at advanced stage of negotiation but uh no definitive document as yet.

Heath Sha · Excel PMS

direct

Explain the Silan Arcade de-merger disclosure.

that de merger is uh with nt and we we have given the next date the final date of the next month. So we expect the outcome next month. So by this quarter we we expect that de merger will be completed.

Heath Sha · Excel PMS

evasive

Why guidance of 20-25% CAGR when GDV suggests 35-40%?

we are being conservative as always that is our DNA you know. Yeah. Give for less and strive to achieve more. That is what it is.

Disha · Safire Capital

partial

Total number of launches planned for next year?

We looking at around PI's project minimum to launch in the coming year.

Disha · Safire Capital

evasive

What is the split of launches between H1 and H2 next year?

very difficult uh to it depends on the approvals and the RARA arrangement and everything but across the financial year it will be in the range of 5,000. We are launching a project like immediate basis the Bangalore project... they will try to uh launch one project every quarter next year.

Disha · Safire Capital

partial

Why only 20% growth guidance despite high GDV and 153 cr revenue from completion?

because we did not have any new launch this year and that is because of the environmental clearances being stored you know so the launches got delayed otherwise the profit margins are handsome like we are making 200 cr pre- tax and uh the numbers are good enough

Disha · Safire Capital

direct

How do you look at margins going ahead?

we expect to stabilize margins between 18 to 20% fat level.

Par Patel · Patel Investments

direct

What is the comfortable debt level and future debt plans?

we have a good land bank a good project lineup without any substantial de debt. So we are very sensitive to that and would like to stay healthy this way with lesser debt

Par Patel · Patel Investments

direct

Will revenue from two OCs be recognized in Q4 or spill over?

part we follow the percentage completion method. So whatever has been sold till date and whatever percentage completion is done till date we have we have already recognized and so whenever we receive OC we'll recognize the 100% of the revenue for the sold unit

Par Patel · Patel Investments

direct

What is the expected GDV and pre-sales from Bangor Nagar project in H1 FY27?

total GDP for the project is about 225 crores and we expect about uh 25 25%. At the launch 25 okay 25% at launch.