Conference Call with Arvind SmartSpaces Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Realty company Arvind SmartSpaces announced Q4FY26 & FY26 results Consolidated Financial Highlights: Total Income: Reported at 16,353.64 lakh for Q4FY26. This reflects a QoQ decrease of 4.14% (from 17,050.88 lakh in Q3FY26) and a YoY decrease of 5.78% (from 17,414.77 lakh in Q4FY25). For FY26, total income was 58,447.37 lakh compared to 73,611.60 lakh in FY25. Net Profit After Tax: Reported at 4,416.81 lakh for Q4FY26, compared to 2,921.76 lakh in Q3FY26 (QoQ increase of 51.17%) and 2,176.20 lakh in Q4FY25 (YoY increase of 102.96%). For FY26, net profit after tax was 10,341.32 lakh compared to 11,916.90 lakh in FY25. Standalone Financial Highlights: Total Income: Reported at 9,768.66 lakh for Q4FY26, compared to 11,408.41 lakh in Q3FY26 (QoQ decrease of 14.37%) and 7,766.37 lakh in Q4FY25 (YoY increase of 25.78%). For FY26, total income was 28,724.97 lakh compared to 16,252.62 lakh in FY25. Net Profit After Tax: Reported at 2,851.93 lakh for Q4FY26, compared to 2,310.56 lakh in Q3FY26 (QoQ increase of 23.43%) and 571.23 lakh in Q4FY25 (YoY increase of 399.42%). For FY26, net profit after tax was 4,594.47 lakh compared to 1,350.65 lakh in FY25. Business Highlights: Segment Performance: The Company’s business falls within a single business segment of developing of commercial and residential units. Dividend: The Board has recommended a final dividend of Rs 2.25 per equity share of face value of Rs 10.00 each (22.5%) for the financial year ended March 31, 2026, subject to approval by the members. Fund Raising: The Board approved a proposal to raise funds via the issuance of debt securities (including listed, rated, secured, redeemable, non-convertible debentures) on a private placement basis up to Rs 300 crore. Strategic Arrangement: The Company, through its wholly-owned subsidiary Arvind SmartHomes Private Limited (ASHPL), is creating a new platform with HDFC Capital Advisors (Investment Manager of HDream – III). Arvind SmartSpaces Limited and HCARE III will invest in this platform for the acquisition and construction of real estate projects. The company further approved an investment of up to Rs 125.00 crore in ASHPL to support this arrangement. Priyansh Kapoor, Managing Director & CEO, Arvind SmartSpaces, said: “FY26 has been a landmark year for us, marked by record bookings, strong cash generation, and strategic expansion into high-growth markets. We delivered our highest-ever annual bookings of Rs 1,550 crore, representing a robust 22% YoY growth, driven by sustained demand across our existing portfolio and strong traction in newly launched projects. Our performance reflects the strength of our brand, execution capabilities, and ability to identify emerging micro-markets aligned with evolving customer aspirations. It is particularly encouraging to see the strong response to projects in newer geographies, validating our market selection strategy and product positioning. Bengaluru continued to be a key growth engine, contributing Rs 485 crore and accounting for 31% of annual bookings. Strong collections and healthy profitability translated into net operating cash flows of Rs 417 crore during the year, reinforcing the resilience and quality of our business model. Q4FY26 was especially strong, with the Company achieving its highest-ever quarterly bookings and collections, with bookings crossing the Rs 600 crore milestone for the first time. On the business development front, we added projects with an estimated cumulative topline potential of approximately Rs 3,140 crore during FY26, significantly enhancing our medium-term growth visibility. During the year, we entered the Mumbai residential apartment market through a premium redevelopment project in Santacruz, expanded our Bengaluru footprint through acquisitions in Sarjapur and Whitefield, and strengthened our Ahmedabad presence with a high-rise development in Vastrapur. Subsequent to year-end, we signed our largest-ever high-rise project in Mumbai with a topline potential of Rs 2,400 crore, reaffirming our conviction in the long-term opportunity within the MMR region. Our focus remains firmly on creating sustainable long-term value for shareholders. In line with this commitment, the Board of Directors has recommended a final dividend of Rs 2.25 per equity share of face value Rs 10 each. Looking ahead, we remain optimistic about the structural demand for real estate, particularly from branded and trusted developers. With a strengthened pipeline, deeper presence across key growth corridors, and a disciplined approach to capital allocation, we are well positioned to sustain growth momentum and continue delivering long-term value to all stakeholders.” Result PDF