Arkade Developers Limited
3,330words
20turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
71.14%
1.68 million
0.65 million
Rs. 3,500
Rs. 1,900
Rs. 1,000
Rs.
4,500
₹ 199
₹ 38
₹ 303
₹ 195
Guidance — 7 items
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“3 Acres PROJECT COMPLETED IN FY26 Architect’s Impression QUARTERLY SNAPSHOT – Q4 FY26 ₹ 199 CR `300 CR ₹ 38 CR REVENUE EBITDA ₹ (109) CR NET PROFIT ₹ 303 CR ₹ 195 CR 1,10,000 SQ.FT.”
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“PRE-SALES COLLECTIONS CARPET AREA SOLD Artist’s Impression TWELVE MONTH SNAPSHOT – FY26 ₹ 828 CR `300 CR ₹ 189 CR REVENUE EBITDA ₹ 5 CR NET PROFIT ₹ 901 CR ₹ 728 CR 3,15,000 SQ.FT.”
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“PRE-SALES COLLECTIONS CARPET AREA SOLD Artist’s Impression OPERATIONAL HIGHLIGHTS QUARTER ENDED 31ST MAR ‘26 PARTICULARS Q4 FY26 Q4 FY25 % YoY Q3 FY26 % QoQ Pre - Sales Value ( ₹ Cr) 303 Collection ( ₹ Cr) Area Sold ( ‘000 Sq.”
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“Ft.) 195 110 217 238 70 40.0% - 18.1% 57.5% 267 212 96 13.6% - 8% 15.0% TWELVE MONTHS ENDED 31ST MAR ‘26 PARTICULARS FY26 FY25 % YoY Pre - Sales Value ( ₹ Cr) Collection ( ₹ Cr) Area Sold ( ‘000 Sq.”
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“Ft.) 901 728 315 773 716 249 16.7% 1.7% 26.6% OPERATIONAL HIGHLIGHTS Collection QoQ (₹ Cr) Pre-Sales QoQ (₹ Cr) Collection YoY (₹ Cr) Pre-Sales YoY (₹ Cr) 400 300 200 180 215 220 178 238 217 170 142 189 150 267 212 303 195 901 773 716 728 547 645 588 1000 900 800 700 600 500 400 300 200 100 0 170 142 258 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 FY22 FY23 FY24 FY25 FY26 Carpet Area Sold ('000 sq.”
The transaction comprised two distinct components
opening
“The Company intends to develop a landmark uber-luxury residential project.”
The transaction comprised two distinct components
opening
“Based on current estimates and subject to final approvals, plans, and design configurations: Expected Gross Development Value (GDV): approximately INR 3,500 Crore Estimated cumulative bottom-line contribution over the next 3–5 years: INR 1,000–1,200 Crore This project is expected to become one of the Company’s flagship developments and a defining milestone in Arkade Developers’ long-term growth trajectory.”
Risks & concerns — 1 flagged
THE FILMISTAN OPPORTUNITY As a result of this restructuring exercise, the tenancy rights recorded in Filmistan Private Limited have been written off/adjusted, resulting in a one-time exceptional accounting impact of INR 182.17 Crore in the consolidated financial statements for the period.
— The transaction comprised two distinct components
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Opening remarks
Plot Area
3 Acres PROJECT COMPLETED IN FY26 Architect’s Impression QUARTERLY SNAPSHOT – Q4 FY26 ₹ 199 CR `300 CR ₹ 38 CR REVENUE EBITDA ₹ (109) CR NET PROFIT ₹ 303 CR ₹ 195 CR 1,10,000 SQ.FT. PRE-SALES COLLECTIONS CARPET AREA SOLD Artist’s Impression TWELVE MONTH SNAPSHOT – FY26 ₹ 828 CR `300 CR ₹ 189 CR REVENUE EBITDA ₹ 5 CR NET PROFIT ₹ 901 CR ₹ 728 CR 3,15,000 SQ.FT. PRE-SALES COLLECTIONS CARPET AREA SOLD Artist’s Impression OPERATIONAL HIGHLIGHTS QUARTER ENDED 31ST MAR ‘26 PARTICULARS Q4 FY26 Q4 FY25 % YoY Q3 FY26 % QoQ Pre - Sales Value ( ₹ Cr) 303 Collection ( ₹ Cr) Area Sold ( ‘000 Sq. Ft.) 195 110 217 238 70 40.0% - 18.1% 57.5% 267 212 96 13.6% - 8% 15.0% TWELVE MONTHS ENDED 31ST MAR ‘26 PARTICULARS FY26 FY25 % YoY Pre - Sales Value ( ₹ Cr) Collection ( ₹ Cr) Area Sold ( ‘000 Sq. Ft.) 901 728 315 773 716 249 16.7% 1.7% 26.6% OPERATIONAL HIGHLIGHTS Collection QoQ (₹ Cr) Pre-Sales QoQ (₹ Cr) Collection YoY (₹ Cr) Pre-Sales YoY (₹ Cr) 400 300 200 180 215 220 178 238 217 170 142 189 150 267
The transaction comprised two distinct components
a) Outright acquisition of land: Arkade Developers acquired the underlying land parcel from Aspen Properties and Kamanwala Housing for a consideration of INR 165 Crore, which was fully paid in January 2025. Consequently, the ownership of the land now vests irectly with Arkade Developers. d b) Acquisition of tenancy rights through Filmistan Private Limited: Filmistan Private Limited held tenancy and operating rights related to the Filmistan Studios property, which historically had been utilized for movie shoots, advertising productions, and allied entertainment activities. These tenancy rights were valued at approximately INR 182.60 Crore. Pursuant to the transaction, Filmistan Private Limited became a wholly owned subsidiary of Arkade Developers. Subsequently, to simplify the holding structure and consolidate complete ownership rights directly under Arkade Developers, the tenancy rights were demerged from Filmistan Private Limited and transferred directly to Arkade Developers. THE FILM