ARVSMART Q3 FY26 Guidance vs Delivery (ARVSMART Management Mirror)

Sales & Bookings Guidance

Reaffirmed annual bookings guidance of 1,600-1,700 crores for FY26. This aligns with the 30-35% growth target cited in Sep'25 and Jun'25, though the specific range is now explicit.

Reaffirmed quarterly sustenance sales expectation of ~200 crores. In Sep'25, management acknowledged softer H1 sustenance but expected H2 improvement; the Dec'25 outlook confirms confidence in this run rate.

Reaffirmed medium-term growth targets, aiming for a 25-30% CAGR in bookings over the next 3-4 years.