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Earnings · Real Estate · Small cap

Arkade Developers posts 48% revenue jump as Mumbai demand holds

A one-time impairment charge of ₹182.17 crore masked underlying growth, leaving net profit at ₹5 crore for FY26.

3 earlier stories on Arkade Developers Ltd.
Mkt cap₹2,269 cr
P/E15.32×
ROE17.76%
Debt / eq.0.13
₹303 cr Q4 pre-sales, marking a 40% year-on-year increase.

What's new

  • Q4 revenue climbed 48% to ₹199 crore.
  • FY26 revenue rose 19% to ₹828 crore.
  • A ₹182.17 crore impairment charge from restructuring hit annual net profit.

Why this matters

The headline profit figure is misleading because it includes a massive one-time accounting charge. The real story is the double-digit growth in pre-sales and revenue, which shows the company is scaling its Mumbai project pipeline.

What we're watching

  • Conversion of the ₹12,800 crore GDV pipeline into actual sales.
  • Whether margins improve now that the restructuring charge is behind them.
  • Sustained demand in the Mumbai Metropolitan Region.

The full read

Arkade Developers ended the fiscal year with ₹828 crore in total revenue, a 19% increase over the previous year.

Profit is thin.

The reported net profit of ₹5 crore is distorted by a ₹182.17 crore impairment charge stemming from a corporate restructuring. Strip that away, and the business is expanding. Fourth-quarter revenue jumped 48% to ₹199 crore, while pre-sales surged 40% to ₹303 crore. The company is now looking toward a pipeline with an estimated gross development value of ₹12,800 crore. This provides clear visibility for growth in the Mumbai Metropolitan Region. The numbers confirm that the underlying business is expanding, even if the bottom line took a one-time hit. The next test is whether the company can convert this massive pipeline into consistent cash flow without further accounting surprises.

Questions answered

Why was the annual net profit only ₹5 crore?
Profit was suppressed by a one-time impairment charge of ₹182.17 crore linked to a corporate restructuring.
How did the company perform in the final quarter?
Arkade saw a 48% increase in revenue to ₹199 crore and a 40% rise in pre-sales to ₹303 crore compared to the same period last year.
What is the size of the company's development pipeline?
The company reports a development pipeline with an estimated gross development value of ₹12,800 crore.
What was the full-year growth for FY26?
Total revenue grew 19% to ₹828 crore, while pre-sales increased 17% to ₹901 crore.
Mentioned: Arkade Developers · Mumbai Metropolitan Region
Primary source BSE · NSE

An independent reading of the company's own disclosure — the primary filing above is the final word.

  1. 27 May 2026 · 4:45 PM IST Arkade Developers posts 48% revenue jump as Mumbai demand holds
  2. today Arkade Developers pivots to a cautious outlook as pre-sales slow
  3. today Arkade Developers profit drops to ₹5 cr after one-time impairment
  4. today Arkade Developers lands ₹1,100 cr cluster redevelopment in Kandivali