Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Transcript of Earnings call with analysts and investors.
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Nisus Finance Services reported FY26 standalone revenue of INR 141 crores, up 110% YoY, beating its guidance of INR 120–140 crores. Standalone PAT rose 108% to INR 68 crores at a 48% margin, while EBITDA came in at INR 97 crores with a 70.5% margin, a 400 bps jump. Including subsidiary NCCCL, consolidated group revenue stood at INR 575 crores and PAT at INR 83 crores. The company received SEBI approval for a new INR 1,800 crore Neon Fund (with INR 500 crore green shoe option), set to launch from Q2 FY27, and guided FY27 AUM to INR 4,500–5,000 crores. NCCCL's order book grew to INR 2,600–2,700 crores with PAT up 4.7x, though management flagged that the FY27 revenue-to-AUM ratio is expected to compress to ~2.85% from 5.3%.
Strong FY26 beat across revenue, margins, and AUM, along with new fund approval and order book expansion at NCCCL, supports the growth story. However, FY27 margin compression at the group level and deferred UAE deals (INR 500+ crores) due to the West Asia conflict suggest investors should temper near-term return expectations.