NITCOBSENitco LtdMinimalNeutral
Announced Fri, 15 May · 14:49 IST

Monitoring Agency Report for the quarter ended March 31, 2026

NITCO · price

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Price reaction · full curve 14 horizons · vs prior close
+0.8%1-day move
₹99.00
prior close
₹96.51
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AI summary

Nitco Ltd filed its Q4 FY2026 monitoring agency report for a Rs. 625.21 crore preferential issue (equity shares + convertible warrants) with Infomerics Valuation and Rating Limited as the monitoring agency. Of the Rs. 542.11 crore raised so far, Rs. 441.71 crore (83%) has been utilized as of March 31, 2026, with Rs. 100.40 crore deployed in Q4 alone. Debt repayment (Rs. 200 crore) and operational creditor payments (Rs. 50 crore) have been fully completed. Working capital utilization reached Rs. 98.06 crore for tiles and marble business, and Rs. 168.85 crore of the Rs. 251.94 crore real estate acquisition fund was used, partly as advance payment for property purchase. General corporate purposes (Rs. 25.21 crore) are fully deployed. The board reallocated funds on June 30, 2025, shifting Rs. 48.06 crore from the real estate object to working capital. 1,14,00,000 warrants were converted to equity shares during the quarter, leaving 1,20,10,000 warrants outstanding (conversion deadline: July 26, 2026). No material deviations or implementation delays were observed.

Likely market impact

The fund utilization is on track with no deviations from stated objects, indicating proper deployment of the Rs. 625 crore preferential issue proceeds. The ongoing real estate acquisition and warrant conversion (reducing promoter holding dilution timeline) are positive signals for investors.