Investor Presentation on Unaudited Financials for the quarter and half year ended September 30, 2026

Ref No.: ADL/SE/26-27/57 Date: October 29, 2026 To, To, The Manager The Manager Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Limited Floor 25, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street, Bandra (East), Mumbai - 400 001 Mumbai - 400 051 BSE Scrip Code -544261 NSE Symbol :ARKADE Dear Sir/Madam, Sub-: Investor Presentation on the Unaudited financial results for the quarter and half year ended September 30, 2026 Pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulation 2015, we are enclosing herewith a copy of the Investor Presentation on the Unaudited Financial Results (standalone and consolidated) of the company for the quarter and half year ended September 30, 2026. The same is also being uploaded on the company’s website at https://arkade.in/investor- presentation/ You are requested to take the above information on your records. Thanking You, For Arkade Developers Limited Sheetal Solani Company Secretary and Compliance Officer Membership No: A45964 Adding value to people’s lives by creating realty masterpieces Q2/H1-FY27 Snapshot Value Proposition Leading MMR Developer with Inhouse Project Management 40+ 33 5,800+ Legacy of Excellence Projects Completed Homes delivered Diversified Portfolio across Greenfield & Redevelopment Projects Quick Turn around - Before Time Delivery INR 200 Bn 5.8 Mn Sq.Ft + 2 Mn+ Sq. Ft. Asset Light Model and Low Net Gross Development Area Delivered Under Development Value Debt Strong Cash-flow and IRR Focused Expansion in Eastern (0.07)x 44% 25% Corridor Net Debt to Equity 5-Year Pre-sale CAGR* 5-Year Collection CAGR* * As on FY26 Q2-FY27 Investor Presentation 2 Q2-FY27 FINANCIAL OVERVIEW Quarterly Performance Highlights Revenue from Operations 1 EBITDA (INR) 2 EBITDA Margin 3 Profit after tax (INR) 4 Profit after tax Margin 5 (INR) 1,447 345 23.84 248 17.14 MN MN % MN % ↑ (45.1)% vs Q2 FY26 ↑ (45.4)% vs Q2 FY26 ↑ (13) Bps vs Q2 FY26 ↑ (45.9)% vs Q2 FY26 ↑ (23) Bps vs Q2 FY26 ↑ (1.6)% vs Q1 FY27 ↑ 24.1% vs Q1 FY27 ↑ 493 Bps vs Q1 FY27 ↑ 29.8% vs Q1 FY27 ↑ 415 Bps vs Q1 FY27 Avg. Price Realization Booking Value (INR) 6 Collections (INR) 7 Area Sold 8 Units Sold (No.) 9 (INR Per Sq.ft) 10 30,082 1,510 1,830 0.5 66 MN MN Lakh Sqft ↑ (20.1) % vs Q2 FY26 ↑ 22.0% vs Q2 FY26 ↑ (18.0)% vs Q2 FY26 ↑ (30)% vs Q2 FY26 ↑ (2.9)% vs Q2 FY26 ↑ (2.6)% vs Q1 FY27 ↑ 11.6% vs Q1 FY27 ↑ (2.0)% vs Q1 FY27 ↑ 10% vs Q1 FY27 ↑ (1.2)% vs Q1 FY27 Q2-FY27 Investor Presentation 4 Half Yearly Performance Highlights Revenue from Operations 1 EBITDA (INR) 2 EBITDA Margin 3 Profit after tax (INR) 4 Profit after tax Margin 5 (INR) 2,916 623 21.36 439 15.05 MN MN % MN % ↑ (31.1)% vs H1 FY26 ↑ (36.1)% vs H1 FY26 ↑ (168) Bps vs H1 FY26 ↑ (41.2)% vs H1 FY26 ↑ (258) Bps vs H1 FY26 Avg. Price Realization Booking Value (INR) 6 Collections (INR) 7 Area Sold 8 Units Sold (No.) 9 (INR Per Sq.ft) 10 30,268 3,060 3,470 1.01 126 MN MN Lakh Sqft ↑ (7.6) % vs H1 FY26 ↑ 8.4% vs H1 FY26 ↑ (7.3)% vs H1 FY26 ↑ (21)% vs H1 FY26 ↑ (0.3)% vs H1 FY26 Q2-FY27 Investor Presentation 5 Management Commentary Chairman & MD’s Message The Company delivered a healthy performance during Q2 FY27, supported by improved gross margins and strong growth in collections. Gross margins improved to 35% during the quarter, while collections grew by 22% year-on-year to ₹183 crore, reflecting our continued emphasis on execution, customer engagement and timely project delivery. While pre-sales remained moderate amid evolving market dynamics, we remain focused on strengthening customer confidence and driving sustainable business growth. Our growth strategy continues to be supported by a robust development pipeline with an estimated Gross Development Value (GDV) of approximately ₹19,000 crore across 5.7 million square feet of saleable carpet area. We are targeting the launch of two projects with a combined GDV of approximately ₹2,800 crore in Q3 FY27. In parallel, we continue to pursue strategic land acquisitions across key micro-markets in the Mumbai Metropolitan Region, further strengthening our development portfolio and enhancing long-term growth visibility. We remain committed to disciplined financial management, quality development and timely project execution. As of September 30, 2026, the Company maintained a net liquid cash position of ₹63 crore, providing financial flexibility to support its growth plans. With a strong project pipeline, a prudent financial approach and a continued focus on operational efficiency, we are well positioned to pursue our growth ambitions Amit Mangilal Jain | Promoter & CMD and create sustainable long-term value for our customers and stakeholders. Q2-FY27 Investor Presentation 6 Operational Highlights • Collections grew 22% YoY to INR 1,830 million in Q2 FY27, taking H1 FY27 collections to INR 3,470 million, up 8% YoY. • Pre-sales stood at INR 1,510 million in Q2 FY27, taking H1 FY27 pre-sales to INR 3,060 million amid moderate sales momentum. • Q2 FY27 revenue stood at INR 1,470 million, with gross margin at 35%, operating EBITDA of INR 350 million (24% margin) and PAT of INR 250 million (17% margin). • H1 FY27 revenue stood at INR 2,960 million, with operating EBITDA of INR 630 million (21% margin) and PAT of INR 440 million (15% margin). • Strong development pipeline of INR 190 billion GDV across approximately 5.7 million sq. ft. of saleable carpet area, providing visibility for future growth. • Two project launches targeted for Q3 FY27, with a combined GDV of INR 28 billion, supporting the next phase of portfolio expansion. • Maintained a net debt-free position, with liquid cash of INR 1,190 million against gross debt of INR 560 million, translating into net liquid cash of INR 630 million as of September 30, 2026. • Advanced strategic land acquisitions across key micro-markets in the Mumbai Metropolitan Region (MMR), strengthening the company's development pipeline. • Continued focus on timely project execution and delivery, supported by a track record of 33 completed projects, over 5.8 million sq. ft. developed and homes delivered to more than 5,800 families. • Over 2 million sq. ft. under development, supporting the company's ongoing execution and delivery commitments. Q2-FY27 Investor Presentation 7 Quarterly Consolidated Income Statement Particulars (INR Mn) Q2-FY27 Q2-FY26 YOY Q1-FY27 QOQ Revenue from Operations 1,447 2,637 (45.1)% 1,470 (1.6)% Operating Expenses 1,102 2,005 (45.1)% 1,192 (7.6)% EBITDA 345 632 (45.4)% 278 24.1% EBITDA Margins (%) 23.84% 23.97% (13) Bps 18.91% 493 bps Depreciation 33 26 26.9% 32 3.1% Finance Cost 2 2 0.0% 2 NA Other Income 23 12 91.7% 17 35.3% PBT Before Exceptional Items 333 616 (45.9)% 261 27.6% Share of profit / (loss) from associates - - NA - NA Exceptional Items - - NA - NA PBT 333 616 (45.9)% 261 27.6% Taxes 85 158 (46.2)% 70 21.4% PAT 248 458 (45.9)% 191 29.8% PAT Margins (%) 17.14% 17.37% (23) Bps 12.99% 415 bps Other Comprehensive Income 2 (1) NA - NA Total Comprehensive Income 250 457 (45.3)% 191 30.9% Diluted EPS (INR per share) 1.35 2.47 (45.3)% 1.03 31.1% Q2-FY27 Investor Presentation 8 Half Yearly Consolidated Income Statement Particulars (INR Mn) H1-FY27 H1-FY26 Y-o-Y Revenue from Operations 2,916 4,231 (31.1)% Operating Expenses 2,293 3,256 (29.6)% EBITDA 623 975 (36.1)% EBITDA Margins (%) 21.36% 23.04% (168) Bps Depreciation 65 45 44.4% Finance Cost 4 4 0.0% Other Income 39 69 (43.5)% PBT Before Exceptional Items 593 995 (40.4)% Share of profit / (loss) from associates 1 3 (66.7)% Exceptional Items - - NA PBT 594 998 (40.5)% Taxes 155 252 (38.5)% PAT 439 746 (41.2)% PAT Margins (%) 15.05% 17.63% (258) Bps Other Comprehensive Income 2 1 NA Total Comprehensive Income 441 745 (40.8)% Diluted EPS (INR per share) 2.38 4.02 (40.8)% Q2-FY27 Investor Presentation 9 COMPANY OVERVIEW Company Overview Revenue (INR Mn) & EBITDA (%) • Arkade Developers is a leading Mu [Showing first 8,000 characters — download PDF for full document]