Analysts/Institutional Investor Meet/Con. Call Updates

Ref No.: ADL/SE/26-27/59 Date: November 2, 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-: Transcript of earnings conference call held with Investors to discuss the Financial Performance of the Company for the quarter ended September 30, 2026. Ref: Our Intimation Letter dated October 23, 2026 Pursuant to Regulation 30 and 46 of the SEBI (Listing Obligation and Disclosure requirements) Regulation 2015 as amended from time to time, enclosed herewith the transcript of the Earning Conference Call with the Investors and Analysts group meet held on October 29, 2026 at 4.00 p.m. to discuss financial performance for the quarter ended September 30, 2026 The transcript of the Earning Conference Call is also available on the website of the company at https://arkade.in/earning-call-transcript/ You are requested to take the above information on your records. Thanking You, For Arkade Developers Limited Sheetal Solani Company Secretary and Compliance officer Mem No.: A45964 Arkade Developers Limited Q2 FY 2027 Earnings Conference Call October 29, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Arkade Developers Limited Q2-H1-FY27 earnings call, hosted by Valorem Advisors. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing “*”, then “0” on your touchtone phone. I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you and over to you. Purvangi Jain: Thank you. Good evening, everyone and a very warm welcome to you all. My name is Purvangi Jain from Valorem Advisors. We represent the investor relations of Arkade Developers Limited. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the 2nd Quarter and first half of the financial year 2027. Before we begin, a quick cautionary statement. Some of the statements made in today's earnings conference call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's belief as well as assumptions made by and information currently available to the management. Audiences are cautioned not to place any undue reliance on these forward- looking statements in making any investment decision. The purpose of today's conference call is purely to educate and bring awareness about the company's fundamental business and financial performance for the period under review. Now, I would like to introduce you to the management participating with us in today's earnings call and hand it over to them for their opening remarks. We have with us Mr. Arpit Jain – Whole Time Director, Mr. Samshet Shetye – Chief Financial Officer and Ms. Deepti Nair, Head of Marketing. Without any further delay, I request Mr. Arpit Jain to give his opening remarks. Thank you and over to you, sir. Page 1 of 13 Arpit Jain: Good evening, everyone and thank you for joining us for Arkade Developers Q2 Financial Year 2027 Earnings Conference Call. Mumbai's residential real estate market continues to offer meaningful long-term growth opportunities and at Arkade, our focus remains on building a scalable business backed by quality development, disciplined capital allocation and consistent execution. During the quarter, we maintained our operational momentum with collections registering healthy growth while continuing to strengthen our development pipeline and prepare for the next phase of expansion. In terms of numbers, our collections grew by 22% year-on-year to Rs. 183 crore in Q2 Financial Year 2027, taking first-half collections to Rs. 347 crore, an 8% increase over the corresponding period last year. Pre-sales for the quarter stood at Rs. 151 crore, with first-half pre-sales at Rs. 306 crore. While pre-sales remained moderate amid evolving market dynamics, we continue to prioritize timely project delivery, customer confidence and operational efficiency as key drivers of sustainable business growth. On the business development front, we further strengthened our presence across western Mumbai with the addition of four redevelopment projects across Malad, Kandivali and Borivali. These projects collectively span approximately 11 acres, with an estimated saleable carpet area of 15 lakh square feet and a combined GDV potential of approximately Rs. 5000 crore. These additions reinforce our redevelopment-led growth story and expand our presence across established residential micro-markets. Execution continues to remain one of our core strengths. During the phase, we achieved an important milestone at Arkade Eden in Malad West, where we handed over our flats to our buyers, and Arkade Pearl Phase 1, where we received the occupation certificate ahead of the committed RERA timeline. This reflects our emphasis on construction efficiency, quality development and timely delivery, which remains central to building long-term customer trust. Looking ahead, our development portfolio provides strong visibility for the coming years. We have a robust pipeline with an estimated GDV of approximately Rs. 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 Rs. 2,850 crore in Q3 FY27. These launches, alongside our continued focus on strategic land acquisitions across key micro-markets in the MMR, will strengthen our portfolio and support our long-term growth ambitions. As we move into the second half of FY27, we remain focused on converting our development pipeline into execution-led growth, expanding our presence in attractive micro-markets and delivering lasting value to our customers and shareholders. We believe that a combination of a strong project pipeline, financial discipline and a continued commitment to quality will Page 2 of 13 position Arkade well for its next phase of growth. With that, I would now like to invite Ms. Deepti Nair to share her perspective on the marketing initiatives and strategy at Arkade. Deepti Nair: Thank you, Mr. Jain. At Arkade, our marketing approach is centered on building a strong and recognizable brand, understanding buyer preferences, creating meaningful engagement with prospective customers. Our positioning is built around premium residential development, quality construction and design excellence and our track record of timely product delivery. We aim to further strengthen our brand presence across Mumbai through consistent brand communication, targeted marketing initiatives and increase visibility across relevant customer touchpoints with the objective of enhancing the brand's recall. Looking ahead with two project launches targeted in Q3 of FY27, having a combined GDV of Rs. 2,850 crore, our focus will be on aligning marketing and customer outreach with the upcoming launch plan. We aim to communicate the value proposition of each of the product's effectiveness based on its location, product offering and target customer segment, while supporting customer inquiries and sales conversion through consistent and personalized engagement. In parallel, we intend to strengthen customer loyalty by nurturing long-term relationships with existing customers, enhancing personal engagement and creating positive customer experiences that encourage repeat purchases and referrals. We believe that stratified customers and word-of- mouth recommendations can play an important role in expanding our customer base, generating quality lead s [Showing first 8,000 characters — download PDF for full document]