NORTHARC Northern Arc Capital Q4 FY26 results (Jan–Mar 2026) and concall
Northern Arc Capital delivered a strong Q4 FY26, reporting its highest ever quarterly profit of INR 133 crores, contributing to an FY26 profit of INR 406 crores. This performance was driven by a 22% YoY growth in AUM to INR 16,594 Cr, significant NIM expansion to 9.4%, and improved asset quality with credit costs declining. The company's direct-to-customer business, particularly MSME and consumer finance, continues to be a key growth driver, while management remains cautious about macroeconomic and geopolitical risks.
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What they filed
Q4 FY26: revenue up 23.9%, net profit up 195.7% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|
| Revenue | 573 | 560 | 590 | 591 | 606 +6% | 712 +27% | 731 +24% |
| EBITDA | 341 | 309 | 236 | 323 | 333 −2% | — | — |
| Net profit | 112 | 102 | 47 | 104 | 95 −15% | 92 −10% | 139 +196% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
