ResultsIQ

ResultsIQ › Latest results › Arvind SmartSpaces Limited

Arvind SmartSpaces Limited Q4 FY25 earnings call summary

NSE: ARVSMART · BSE: 539301

Earnings call of 21 May 2025, summarised by AI from the filing.

Arvind SmartSpaces reports record FY25 bookings of ₹1,271 cr (+15%) and guides FY26 launches of ₹4,000 cr with 25% EBITDA margin.

Key takeaways

  1. Margin stability EBITDA margin guidance of 25% maintained despite higher employee and other expenses.
  2. Growth driver Launch pipeline across Bangalore, Gujarat and MMR, with ₹8,500 cr BD from last two years feeding into FY26 launches.
  3. Execution risk Approval delays impacted FY25 bookings growth; two Bengaluru launches slipped to FY26.

Original filing on BSE

Arvind SmartSpaces Limited Q1 FY27 results

As filed: Revenue ₹318 cr (+211% year on year), EBITDA ₹156 cr (+300% year on year), PAT ₹97.4 cr (+300% year on year), EBITDA margin 49.2% (+1,000 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 ₹155 cr (−5% year on year), EBITDA ₹59.3 cr (+74% year on year), PAT ₹44.2 cr (+101% year on year), EBITDA margin 38.2% (+1,000 bps). Score 69 of 100, Above trend. Revenue growth was below the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 1000 bps year on year. Revenue fell 7% from last quarter. Profit rose ₹22.2 cr on a year ago, more than the ₹2.0 cr it added the year before. Share price after the results: +1.3% in 30 days (Nifty 500: +2.5%).
  • Q3 FY26: Revenue ₹166 cr (−21% year on year), EBITDA ₹41.6 cr (−29% year on year), PAT ₹29.2 cr (−42% year on year), EBITDA margin 25.0% (−309 bps). Score 25 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 309 bps year on year. Consolidated profit -42% but standalone +1056%. Share price after the results: −11.1% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹141 cr (−47% year on year), EBITDA ₹28.0 cr (−58% year on year), PAT ₹18.0 cr (−58% year on year), EBITDA margin 19.9% (−495 bps). Score 21 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 495 bps year on year. Share price after the results: −4.7% in 30 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹102 cr (+32% year on year), EBITDA ₹22.0 cr (+100% year on year), PAT ₹12.0 cr (+50% year on year), EBITDA margin 21.6% (+728 bps). Score 56 of 100, In line with trend. Revenue and profit growth were below the company's own trend; EBITDA growth was above it. EBITDA margin rose 728 bps year on year. Other income 29% of PBT. Consolidated profit +50% but standalone -133%. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Revenue fell 37% from last quarter. Revenue rose ₹25.0 cr on a year ago, more than the ₹10.0 cr it added the year before. Share price after the results: −2.9% in 29 days (Nifty 500: −1.1%).
  • Q4 FY25: Revenue ₹163 cr (+39% year on year), EBITDA ₹34.0 cr (+13% year on year), PAT ₹22.0 cr (+10% year on year), EBITDA margin 20.9% (−478 bps). Score 33 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 478 bps year on year. Other income 31% of PBT. Tax rate 39%. Consolidated profit +10% but standalone -71%. Revenue fell 22% from last quarter. Revenue rose ₹46.0 cr on a year ago, more than the ₹24.0 cr it added the year before. Share price after the results: −7.9% in 30 days (Nifty 500: +0.8%).
  • Q3 FY25: Revenue ₹210 cr (+150% year on year), EBITDA ₹59.0 cr (+195% year on year), PAT ₹50.0 cr (+300% year on year), EBITDA margin 28.1% (+429 bps). Score 85 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 429 bps year on year. Revenue fell 21% from last quarter. Revenue rose ₹126 cr on a year ago, more than the ₹31.0 cr it added the year before.
  • Q2 FY25: Revenue ₹266 cr (+264% year on year), EBITDA ₹66.0 cr (+100% year on year), PAT ₹43.0 cr (+291% year on year), EBITDA margin 24.8% (−1,000 bps). Score 80 of 100, Above trend. EBITDA margin fell 1000 bps year on year. Consolidated profit +291% but standalone -100%. Not enough history for a trend yet: scored on growth alone.

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

Arvind SmartSpaces Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.