OFS Capital (OFS) Q2 FY26 earnings call

OFS Capital reported a mixed Q2 FY26, with net asset value per share increasing due to strong performance from its Fansteel equity investment, while net investment income declined primarily due to the absence of a prior quarter's non-recurring dividend, net interest margin compression, and a new non-accrual loan. The company has significantly strengthened its balance sheet through debt reduction and maturity extensions, positioning it to prudently redeploy capital into income-generating investments and improve NII going forward.