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Revenue
₹197 Cr
verified against source
Revenue YoY
19.2%
reported change
EBITDA
₹189 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Arkade Developers reported a strong Q4 FY26 with revenue of ₹199 Cr (+48% YoY) and EBITDA margin of 19.4%. Full-year revenue grew 19.2% to ₹828 Cr, with EBITDA margin at 23.2%. Pre-sales hit a record ₹303 Cr in Q4 (+40% YoY), and full-year pre-sales reached ₹911 Cr (+17% YoY). The company completed the strategic acquisition of Filmistan Studios, a landmark property in Goregaon West, with an expected GDV of ₹3,500 Cr and cumulative bottom-line contribution of ₹1,000-1,200 Cr over 3-5 years. A new MOU for a cluster redevelopment in Kandivali East adds ₹1,100 Cr GDV. Management guided for 20-25% revenue growth in FY27, with EBITDA margins stabilizing at 27-28% and PAT margins at 18-19%. Risks include potential slowdown in pre-sales due to macroeconomic headwinds and execution delays in large projects.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects 20-25% year-on-year revenue growth in FY27, with a spike from the Filmistan project launch by year-end.
- Management guided that EBITDA margins will stabilize around 27-28% going forward.
- Management expects PAT margins to stabilize at 18-19%.
- The Filmistan luxury residential project is expected to be launched by the end of FY27, with GDV of ₹3,500 Cr.
Risks flagged
- Management acknowledged that pre-sales in May were slower due to war impact, fuel prices, and global economic situation, indicating potential near-term demand weakness.
- The Filmistan and Kandivali projects are large and complex; any delays in approvals or construction could impact revenue recognition and margins.
- An analyst pointed out that 20-25% growth would yield only ₹5,000-6,000 Cr revenue over 6 years, far below the ₹12,000 Cr pipeline, implying exponential growth is needed but not guaranteed.
Key quotes
- We achieved highest ever quarterly pre-sales of 303 cr for Q4 FY26 a growth of 40% on year-on-year basis.
- We are targeting around 25% margin. EBITDA margin is expected to stabilize around 27 to 28%. PAT margin expected it will stabilize at around 18 to 19%.
- The pre-sales consistently only they are a little slow because of the war impact and the fuel prices impact and the global economical situation.
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