NITCOBSENitco LtdMediumNeutral
Announced Tue, 19 May · 13:19 IST

Submission of Investors presentation for Q4 FY 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

NITCO · price

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

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AI summary

NITCO Limited reported strong FY26 performance with revenue of Rs 481 crore, up 73% YoY from Rs 312 crore in FY25. Q4 FY26 revenue stood at Rs 152 crore, up 63% YoY. Gross margins improved to 28% in FY26 from 20% in FY24, while EBITDA turned positive at Rs 34.55 crore for FY26 versus a loss of Rs 20.86 crore in FY25. The marble business tripled in scale during the year. The company has a land bank of 445+ acres in Maharashtra and Goa, with Rs 58 crore unlocked in FY26 and targets of Rs 1,000+ crore over 3-5 years from real estate. Management projections show revenue targeting Rs 1,000 crore by FY29 with EBITDA margins of 8-10%. The company received Letters of Intent from Prestige Estates and Lodha Group for orders worth Rs 347 crore. Authum Investment holds 47% stake as a financial investor.

Likely market impact

The filing shows strong operational recovery with revenue growth and margin improvement, though Q4 FY26 still posted negative EBITDA of -2.1%. The multi-year revenue guidance to Rs 1,000 crore and large order pipeline from major developers are positive signals, while the real estate monetization strategy could unlock significant value for shareholders.