Investor Presentation

5th November, 2026 BSE Limited Na(cid:415)onal Stock Exchange of India Ltd. Lis(cid:415)ng Dept. / Dept. of Corporate Services, Lis(cid:415)ng Dept., Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C/1, G. Block, Bandra-Kurla Complex, Dalal Street, Mumbai - 400 001. Bandra (E), Mumbai - 400 051. Security Code : 539301 Symbol : ARVSMART Security ID : ARVSMART Dear Sir / Madam, Sub: Informa(cid:415)on Update / Investor Presenta(cid:415)on for Q2 & H1 FY27. Pursuant to Regulations 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are submitting herewith the Information Update / Investor Presentation for the quarter and half year ended on 30th September, 2026. The copy of Information Update / Investor Presentation will also be available on the website of the Company at https://www.arvindsmartspaces.com/investors/financial-reports/. You are requested to take the same on your record. Thanking you, Yours faithfully, For Arvind SmartSpaces Limited Prakash Makwana Company Secretary Encl.: As above VALUE. Information Update I Q2 FY27 I 1 ABOUT ARVIND SMARTSPACES Information Update I Q2 FY27 I 2 THE LALBHAI GROUP – AT A GLANCE A USD ~31billion diversified enterprise with a strong presence across four key growth sectors of the Indian economy. FASHION AND RETAIL ENGINEERING REAL ESTATE Creating Tomorrow's Innovations A Legacy of 100 years Powering Fashion in India Building Pride. Building Joy Today The Lalbhai Legacy Theinceptiontracesbackto1897whenLalbhaiDalpatbhaiinitiatedtheestablishmentofatextilesfirm,therebyfoundingTheSaraspurManufacturingCompany.Aspartofthecollective effortbyIndianentrepreneursduringtheSwadeshiMovement,ArvindMill,theflagshipcompanyoftheLalbhaiGroup,wasestablishedin1931,nowdemergedintofourlistedentitiesof diversifiedbusinessventures,therebyfosteringapositivecycleofvaluecreationforstakeholders. Information Update I Q2 FY27 I 3 OVERVIEW – ARVIND SMARTSPACES LTD. Niche Residential Development Model “OPERATING SINCE 2008” RESIDENTIAL FOCUSED SCALE OF OPERATIONS PROJECT CLASSIFICATION (ONGOING AND PLANNED) September 2026 PROJECT PORTFOLIO* (IN MN. SQ.FT.) RESIDENTIAL HORIZONTAL BUILT UP HOMES LUXURY 13% 2 10.3 59.8 30.3 100.4 (Villas,Developed (Villas, Apartments) R E Plots) Planned to T Completed Ongoing Planned Total h FOCUSSED GEOGRAPHIES 49% s a MID-MARKET s Gujarat Bengaluru MMR m ASSET LIGHT DEVELOPMENT MODEL* DEVELOPED PLOTS JDAs Outright VERTICAL WITH (Apartments) Value % 68% 32% GOLF/CLUB/RESORT 92% 36% 51% 87% Volume % 78% 22% COMMERCIAL / INDUSTRIAL * AS ON 30 SEPTEMBER 2026 Information Update I Q2 FY27 I 4 DELIVERING CONSISTENT GROWTH BOOKINGS COLLECTIONS (In ₹ Cr.) 27% CAGR 17% CAGR FY22 –FY26 FY22 –FY26 1,550 1,100 1,271 942 1,107 802 595 600 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 “AA-/Stable” Rated by India Ratings & Research (Upgraded to AA-/Stable from A+/Stable in June 2026). Information Update I Q2 FY27 I 5 Q2 FY27 PERFORMANCE ▪ OPERATIONAL HIGHLIGHTS ▪ FINANCIAL HIGHLIGHTS Information Update I Q2 FY27 I 6 HIGHLIGHTS KEY UPDATES – Q2 & H1 FY27 ▪ QuarterlybookingsstoodatRs.906Cr,up110%YoY.(H1FY27up120%toRs.1,338CrvsPY) Pre-sales, ▪ CollectionsforthequarterstoodatRs.418Cr,up77%YoY.(H1FY27up77%toRs.754CrvsPY) Collections & OCF ▪ StrongOCFofRs.152CrinQ2FY27vsRs.125CrPY,up22% ▪ In August 2026, launched Arvind Sylva, ASL’s largest vertical project launched till date located at Sarjapur Road, Bengaluru. Achieved sales bookings of more than Rs. 500 Cr representing ~60% of total inventory within 30 days of its Launches launch ▪ Launched Arvind Iconia in Vastrapur, Ahmedabad towards the end of the quarter. Achieved sales bookings of Rs. 81 Cr representing~21%oftotalinventory ▪ In September 2026, the Company entered into a joint development agreement for a residential high-rise project in Business SarjapurRoad, Bengaluru, withan estimatedrevenuepotential of approximately Rs.470 Cr andasaleable area of~3.60 lakhsq.ft. Development ▪ This acquisition, along with the additions made in the previous quarter, takes the Company’s FY27 new business developmenttoanaggregatetop-linepotentialofapproximatelyRs.3,100Cr ▪ Q2FY27RevenueatRs.157CrvsRs.141CrPY.(H1FY27atRs.475CrvsRs.242CrPY) Financial ▪ AdjustedEBITDAatRs.45CrvsRs.31CrPY.(H1FY27atRs.197CrvsRs.56CrPY) Updates ▪ PATatRs.23CrvsRs.18CrPY.(H1FY27atRs.120CrvsRs.30CrPY) ▪ NetDebttoEquityat0.26xvs0.29xatJune2026,comfortableheadroomforfuturegrowthopportunities Information Update I Q2 FY27 I 7 OPERATIONAL HIGHLIGHTS BOOKINGS : Q2 & H1 FY27 PY CY % Contribution Q2 FY26 Q2 FY27 Growth (YoY) Region Q2 FY27 H1 FY27 ₹432CR ₹906CR 110% Gujarat 31% 49% H1 FY26 H1 FY27 Growth (YoY) Bengaluru 69% 51% ₹607CR ₹1,338CR 120% Total 100% 100% 1,338 Rs. Crores Project Name Q2 FY27 H1 FY27 Sylva 507 507 Aquacity 85 360 Iconia 81 81 Skycrest 46 54 612 607 The Edge 42 61 464 Uplands Three 32 32 432 432 432 331 Uplands 2.0 & 3.0 25 27 Forreste 5 24 37 Greatlands 15 24 Others 48 154 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 H1FY27 Total 906 1,338 Information Update I Q2 FY27 I 8 OPERATIONAL HIGHLIGHTS COLLECTIONS : Q2 & H1 FY27 PY CY % Contribution Q2 FY26 Q2 FY27 Growth (YoY) Region Q2 FY27 H1 FY27 ₹236CR ₹418CR 77% Gujarat 62% 65% H1 FY26 H1 FY27 Growth (YoY) Bengaluru 38% 35% ₹427CR ₹754CR 77% 754 Total 100% 100% Rs. Crores Project Name Q2 FY27 H1 FY27 Aquacity 100 198 Everland 77 100 Sylva 46 46 336 The Edge 42 73 Skycrest 24 53 236 229 236 215 Greenfields 20 39 Uplands Two 18 36 The park 15 32 Forest Trails 12 20 Others 64 157 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 H1FY27 Total 418 754 Information Update I Q2 FY27 I 9 OPERATIONAL HIGHLIGHTS OCF TREND & CASHFLOW: Q2 & H1 FY27 (In ₹ Cr.) Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Information Update I Q2 FY27 I 10 a r t ic u la r s ( R s in C r s ) p e n in g B a la n c e ( A ) p e r a t in g a c t iv it ie s o lle c t io n s o n s t r u c t io n c o s t a n d o t h e r o a x e s ir e c t la n d c o s t / J D A a n d D M e t O p e r a t in g C a s h f lo w ( B ) in a n c in g A c t iv it ie s in a n c e c o s t ( N e t ) r e f I s s u e / E q u it y o a n s / O C D - D r a w d o w n / ( R e v e s t m e n t s ( N e t ) iv id e n d P a y m e n t e t F in a n c ia l C a s h f lo w ( C ) v e s t in g A c t iv it ie s a n d P a y m e n t s & A p p r o v a ls e t In v e s t in g C a s h f lo w ( D ) lo s in g B a la n c e ( E = A + B + C h e a r in t ) ( N e t ) , 1 0 ( 4 3 ( 2 0 ( 6 3 ( 6 3 Q 1 F Y Q 2 F Y 4 1 8 1 7 2 ( 1 0 ( 8 3 1 5 2 ( 1 1 1 2 4 1 4 6 ( 4 0 1 1 4 1 1 4 Y T D F Y 2 7 7 5 4 ( 3 3 3 ( 2 1 ( 1 6 7 2 3 3 ( 2 1 3 4 8 ( 1 9 3 1 2 5 ( 3 3 8 ( 3 3 8 FINANCIAL HIGHLIGHTS P&L: Q2 FY27 Consolidated Financial Summary (In ₹ Cr.) REVENUE FROM OPERATIONS *ADJUSTED EBITDA PAT Revenue EBITDA PAT Margin 157.4 Margin (%) (%) 29% EBITDA PAT 200 22% 22.7 18.1 180 140.5 45.3 31.1 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 ₹140.5 ₹157.4 ₹31.1 ₹45.3 ₹18.1 ₹22.7 CR CR CR CR CR CR *Adjusted EBITDA = EDITDA (-/+) Interest included in cost of sales / Interest inventorised FINANCIAL PERFORMANCE VS FRESH SALES • Financial performance is based on applicable accounting standards wherein the revenue recognition is based on transfer of control with Project completion and satisfaction of performance obligation. • Despite witnessing strong Sales momentum in fresh bookings, the same does not reflect in Financial performance due to a lag between the two. Information Update I Q2 FY27 I 11 FINANCIAL HIGHLIGHTS P&L: H1 FY27 Consolidated Financial Summary (In ₹ Cr.) REVENUE FROM OPERATIONS *ADJUSTED EBITDA PAT Revenue 42% EBITDA PAT Margin 475.0 197.4 Margin (%) (%) EBITDA PAT 23% 25% 242.3 120.1 55.6 12% 30.0 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27 ₹242.3 ₹475.0 ₹55.6 ₹197.4 ₹30.0 ₹120.1 CR CR CR CR CR CR *Adjusted EBITDA = EDITDA (-/+) Interest included in cost of sales / Interest inventorised FINANCIAL PERFORMANCE VS FRESH SALES • Financ [Showing first 8,000 characters — download PDF for full document]