Announced Wed, 11 Feb · 20:04 IST

Investor Presentation on Q3 FY 2026 Earnings Conference Call via Zoom on 12th Feb, 2026 for which the revised and updated link has been uploaded. Further as per the attached intimation.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nisus Finance filed its Q3 FY2026 investor presentation showing strong standalone (ex-NCCCL) performance: revenue of Rs 38.76 Cr in Q3, EBITDA of Rs 28.6 Cr (73.9% margin), and PAT of Rs 20.19 Cr (53% margin). For 9M FY26, revenue reached Rs 113.64 Cr with PAT of Rs 56.70 Cr. The company has set aggressive FY26 targets of Rs 120-140 Cr revenue (+80-108% YoY) and AUM of Rs 4,000 Cr (up from Rs 1,572 Cr), with a long-term vision of $1 Bn AUM by 2028. Following the August 2025 acquisition of NCCCL (a 78-year-old construction firm with Rs 2,135 Cr order book and FY25 revenue of Rs 608 Cr), the combined platform targets NCCCL order book growth to Rs 5,000 Cr and revenue of Rs 2,000+ Cr by FY30. Deal pipeline stands at Rs 1,000+ Cr in India and AED 1.5 Bn (Rs 3,600 Cr) in Dubai. The company also announced a $500M real estate tokenization partnership with Toyow.

Likely market impact

The filing outlines an aggressive growth roadmap with multi-year AUM and revenue targets that, if achieved, could meaningfully re-rate the stock. The NCCCL acquisition transforms the company into a full-stack urban infrastructure platform, adding execution depth and a Rs 2,135 Cr order book with 3-year revenue visibility, though it also introduces execution and integration risk typical of transformational acquisitions.