Announced Thu, 29 May · 19:35 IST

Pursuant to Regulation 30 (read with Para A of Schedule III) of the SEBI (LODR), 2015, we enclosed herewith the copy of Investors Presentation for the Audited Financial Results of the Company ....

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

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AI summary

Nisus Finance, a BSE SME-listed urban infrastructure financing and asset management firm, reported FY25 total revenue of INR 67.3 Cr (up 56% YoY) and PAT of INR 32.58 Cr (up 35.5% YoY) at a strong 48.4% margin. AUM grew 55% YoY to INR 1,572 Cr, supported by INR 600 Cr in fresh investments and INR 215 Cr in exits, with marquee deals delivering IRRs of 18-21%. The company recently raised INR 101 Cr via a 192x oversubscribed IPO and is expanding into Dubai with a new DIFC office, USD 68 mn in bank sanctions, and USD 200 mn in global capital under discussion. Notable exits include Shapoorji Pallonji projects at 18.74% IRR and Bengaluru projects at 19% IRR. Management guides to AUM of INR 4,000 Cr and Total Income of INR 120-140 Cr, targeting $1 bn AUM by 2028.

Likely market impact

Strong FY25 results with industry-leading 48% PAT margins and robust 124% PAT 4-year CAGR reinforce the growth story, though H2 FY25 showed 'measured profitability' due to IPO and expansion costs. The disclosed deal pipeline of INR 2,500+ Cr and global capital commitments signal aggressive expansion, which could re-rate the stock if execution holds.