Announced Fri, 1 May · 16:52 IST

Investor Presentation Q4 (2025-26) and FY 2026

Investor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-1.8%1-day move
₹881.00
prior close
₹880.85
base price
After-mkt
timing
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+0.3+0.5+0.1+0.4-1.8-1.7-1.5-0.6-1.2-4.7-8.1-5.8-3.0
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AI summary

NSDL reported standalone Q4 FY26 total income of ₹195.4 crore (up 1.8% YoY) and PAT of ₹79.7 crore (up 5.2% YoY) with PAT margin expanding to 40.8%. For full year FY26, total income grew 14.2% to ₹835.1 crore and PAT rose 12.1% to ₹360.6 crore. The company achieved its highest-ever demat account acquisition with 59.3 lakh gross accounts (49.4 lakh net) added in FY26, while DP count reached 311 with 21 new DPs added. NSDL listed on BSE in August 2025 through an OFS raising ₹4,010.95 crore. Key subsidiaries include NSDL Payments Bank (4.4 million customers, ₹743 crore income) and NDML operating insurance repository, KRA, and RTA businesses. Market leadership remains strong with 86.1% market share by custody value and 44.4 million beneficiary owner accounts.

Likely market impact

Strong financial performance with margin expansion and record account additions reflects NSDL's dominant market position post-listing, though sequential slowdown in Q4 vs Q3 suggests seasonal volatility in capital market activity.