In this episode of Bazaar, I discuss Arcade Developers, a small-cap real estate company operating in Mumbai's MMR region.

With an impressive 5Y RoCE of 36%, I explore their business model divided into residential development and redevelopment projects.

I highlight Arcade's successful project execution, low unsold inventory, and solid financials.

However, I also address potential concerns, including the challenge of scaling up operations, acquiring new land parcels, and ongoing litigations.

Despite the competitive real estate market, I see significant growth potential for Arcade if it maintains its high execution standards.

00:00 Introduction to Bazaar Podcast

00:10 Spotlight on Arcade Developers

01:01 Arcade's Business Model Explained

02:25 Impressive Track Record and Growth

04:18 Challenges and Concerns

05:38 Conclusion and Future Outlook

You can read the full post at blog (dot) sid (dot) business.