Arkade Developers Limited Q1 FY26 earnings call summary

Earnings call of 25 Jul 2025, summarised by AI from the filing.

Arkade Developers Q1 FY26 revenue ₹165 cr (+32% YoY), PAT ₹29 cr; expects margins to improve from Q1's 22% and FY27 acceleration from Filmistan and Thane projects.

Key takeaways

1. Growth driver Filmistan and Thane projects to become operational in FY27, driving revenue acceleration.
2. Margin risk Increased competition in redevelopment and plateaued price appreciation have squeezed margins.

Original filing on BSE

Arkade Developers Limited Q1 FY27 results

As filed: Revenue ₹147 cr (−8% year on year), EBITDA ₹27.8 cr (−18% year on year), PAT ₹19.1 cr (−34% year on year), EBITDA margin 18.9% (−247 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹197 cr (+50% year on year), EBITDA ₹37.9 cr (−12% year on year), PAT −₹110 cr (−18% year on year), EBITDA margin 19.3% (−1,000 bps). Score 45 of 100, In line with trend. EBITDA margin fell 1000 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 30% from last quarter. Share price after the results: −0.1% in 29 days (Nifty 500: +0.6%).
• Q3 FY26: Revenue ₹197 cr (−13% year on year), EBITDA ₹53.8 cr (−10% year on year), PAT ₹40.3 cr (−19% year on year), EBITDA margin 27.4% (+70 bps). Score 22 of 100, Below trend. EBITDA margin rose 70 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 25% from last quarter. Share price after the results: −1.1% in 29 days (Nifty 500: +0.4%).
• Q2 FY26: Revenue ₹264 cr (+31% year on year), EBITDA ₹64.0 cr (+10% year on year), PAT ₹46.0 cr (+7% year on year), EBITDA margin 24.2% (−447 bps). Score 53 of 100, In line with trend. EBITDA margin fell 447 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −2.6% in 29 days (Nifty 500: +2.0%).
• Q1 FY26: Revenue ₹159 cr (+27% year on year), EBITDA ₹34.0 cr (−19% year on year), PAT ₹29.0 cr (−3% year on year), EBITDA margin 21.4% (−1,000 bps). Score 39 of 100, Below trend. EBITDA margin fell 1000 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 12% from last quarter. Share price after the results: −9.7% in 28 days (Nifty 500: −1.3%).
• Q4 FY25: Revenue ₹131 cr, EBITDA ₹43.0 cr, PAT ₹33.0 cr, EBITDA margin 32.8%. Not scored. No result for the same quarter last year. Share price after the results: +17.0% in 30 days (Nifty 500: +2.4%).
• Q3 FY25: Revenue ₹225 cr, EBITDA ₹61.0 cr, PAT ₹50.0 cr, EBITDA margin 27.1%. Not scored. No result for the same quarter last year.
• Q2 FY25: Revenue ₹202 cr, EBITDA ₹58.0 cr, PAT ₹43.0 cr, EBITDA margin 28.7%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Arkade Developers Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (12 Aug 2026), Results deck (12 Aug 2026), Results press release (11 Aug 2026)
• Q4 FY26: Earnings call (27 May 2026), Results deck (27 May 2026), Results press release (27 May 2026), Results press release (29 May 2026)
• Q3 FY26: Earnings call (29 Jan 2026), Results deck (29 Jan 2026), Results press release (29 Jan 2026)
• Q2 FY26: Earnings call (16 Oct 2025), Results deck (16 Oct 2025), Results press release (16 Oct 2025)
• Q1 FY26: Earnings call (25 Jul 2025), Results deck (25 Jul 2025), Results press release (25 Jul 2025)
• Q4 FY25: Earnings call (13 May 2025), Results deck (13 May 2025), Results press release (22 Apr 2025), Results press release (23 Apr 2025), Results press release (13 May 2025)
• Other events: Business update (19 Aug 2026), Business update (27 May 2026), Business update (25 Mar 2026), Business update (16 Feb 2026), Business update (5 Feb 2026), Business update (26 Jun 2025), Business update (13 Jun 2025)