Transcript of earnings conference call for the quarter ended June 30, 2026

Ref No.: ADL/SE/26-27/35 Date: August 17, 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 June 30, 2026. Ref: Our Intimation Letter dated August 06, 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 August 12, 2026 at 5.00 p.m. to discuss financial performance for the quarter ended June 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 Amit Mangilal Jain Chairman & Managing Director DIN: 00139764 Arkade Developers Limited Q1 FY 2027 Earnings Conference Call August 12, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Arkade Developers Limited Q1 FY 2027 earnings conference 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 the conference call, please signal an operator by pressing “*” then “0” on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you and over to you ma'am. 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 Conference Call for the 1st Quarter 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 risks 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 the 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. Amit Jain – Chairman and Managing Director, Mr. Samshet Shetye – Chief Financial Officer and Ms. Deepti Nair – Head of Marketing. Without any further delay, I request Mr. Amit Jain to give his opening remarks. Thank you and over to you, sir. Page 1 of 11 Amit Jain: Good evening, everyone and thank you for joining us for Arkade Developers' Quarter 1 Financial Year 2027 Earnings Conference Call. I hope all of you have had the opportunity to review our Financial Results and Investor Presentations which have been shared with the Stock Exchanges. Let me begin by sharing an overview of our performance during the quarter and how we see the business evolving going forward: The Mumbai residential market continues to present attractive long-term opportunities and we remain focused on converting these opportunities into sustainable value creation for all our stakeholders. Against this backdrop, we delivered a steady operational performance during the quarter supported by healthy customer demand and continued progress across our strategic priorities. Our pre-sales for the quarter increased by 9% year-on-year to INR 155 crores, reflecting the strength of our project portfolio and continued customer confidence. In addition, we made significant progress in business development and project execution, further strengthening our platform for further expansion. One of the biggest strengths of Arkade today is the visibility of our future growth. Our development pipeline has now reached an estimated gross development value of approximately INR 12,800 crores, spread across nearly 4,200,000 square feet of saleable carpet area. Of this, projects with an estimated gross development value of nearly INR 3,000 crores are planned to be launched during FY27, providing strong visibility for near-term business momentum while creating a solid foundation for sustained growth in the years ahead. Alongside our residential portfolio, the company's planned commercial development vertical is expected to provide additional revenue for business diversification while creating a steady stream of annuity income over the long term. Our disciplined approach to business development continues to differentiate Arkade. During the quarter, we strengthened our business across key micro-markets within the MMR through strategic land acquisition. As always, our focus remains on identifying opportunities that offer attractive project economy, efficient capital deployment, and long-term value creation. Beyond project development, we continue to strengthen our home ownership ecosystem through customer-centric initiatives such as Arkade Finroot, our banking assistance platform, and Assist360, our comprehensive facility management offering. These initiatives enhance the overall home ownership experience while enabling us to build deeper and longer-lasting relationships with our customers. Execution has always been one of our Arkade's core strengths. We continue to maintain our track record of timely project delivery while investing in our people, systems, and organizational capabilities to support our expanding project portfolio. Page 2 of 11 Combined with prudent financial management and a continued focus on operational excellence, these investment options position us well on a sustainable growth trajectory. With a healthy balance sheet, a robust development pipeline, and a disciplined execution-led approach, we remain confident in our ability to deliver sustainable long-term growth and create lasting value for our shareholders. With that, I would now like to invite Ms. Deepti Nair to share her perspective on the industry and market environment. Deepti Nair: Thank you, Mr. Jain. Good evening, everyone. Let me begin by sharing a brief perspective on the industry backdrop against which Arkade delivered its performance during this quarter. In the real estate segment, the residential segment continues to demonstrate remarkable resilience despite a dynamic macro-market environment. During the April to June quarter, housing sales across the country's top seven cities remained healthy at over 90,000 units, while sales volumes moderated as the geopolitical tensions in the Middle East prompted some homebuyers to defer their purchase decisions. The underlying demand fundamental remained intact. What is particularly encouraging is that the developer confidence continues to remain strong. New launches increased by 7% year-on-year, reflecting developer confidence in the long-term demand outlook, while residential prices continued to witness healthy appreciation across most key markets. At the same time, premium and luxury housing segment continues to gain market share, highlighting a structural shift in buyer preferences towards larger, better-quality homes with superior amenities. Mumbai contin [Showing first 8,000 characters — download PDF for full document]