BSENIS Management LtdMediumNeutral
Announced Thu, 4 Jun · 20:32 IST

Investor Presentation on Audited Financial Results of the Company for the quarter and year ended March 31, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.1%1-day move
₹46.80
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AI summary

NIS Management reported FY26 consolidated total income of ₹436.70 Cr, up 7.74% YoY, with EBITDA of ₹33.53 Cr (margin 7.68%, up from 7.37%). Q4 FY26 total income rose 13.96% YoY to ₹118.03 Cr with EBITDA of ₹11.11 Cr. A one-time non-cash exceptional expense of ₹27.82 Cr was booked due to new Labour Code implementation, pushing reported FY26 net profit into the red at -₹1.85 Cr, though adjusted PAT remained positive at ₹19.12 Cr. Management secured new contracts including a ₹10.36 Cr 5-year Bihar Secretariat housekeeping deal and a ₹2.18 Cr Mumbai Police CCTV project. ICRA upgraded the company's credit outlook to Positive (BBB+), supported by the recent IPO infusion of ₹45.6 Cr and improved debt-to-equity of 0.42x. The company serves 600+ clients across 1,500+ sites with ~18,000 employees.

Likely market impact

The headline loss from the one-time Labour Code provision may pressure the stock in the short term, but underlying business remains profitable with steady margin expansion in the CCTV rentals and IFM segments. The Positive rating upgrade, strong order pipeline, and improved balance sheet provide a constructive medium-term outlook for shareholders.