Northern Arc Capital Limited has informed the Exchange about Investor Presentation
NORTHARC · price
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Northern Arc Capital shared its Q1FY26 investor presentation alongside earnings call held on July 29, 2025. Profit after tax stood at INR 81 Cr, down 13% YoY, impacted by higher credit costs of INR 102 Cr (including INR 19 Cr from a change in DLG accounting guidance). Pre-provisioning operating profit grew 18% YoY to INR 207 Cr, supported by a 9% rise in net revenue to INR 325 Cr. AUM was largely flat at INR 13,351 Cr with Direct-to-Customer mix improving to 53%. Asset quality remained stable with Net NPA at 0.56%, while RoA came in at 2.4% and RoE at 9.3%. The company raised INR 500 Cr in equity, lifting networth to INR 3,532 Cr.
Shares gave multi-year targets — RoA of 3.7–4%, RoE of 16–18%, D2C mix above two-thirds, and Net NPA in 0.5–0.7% range over the next three years. While near-term PAT was hit by credit cost provisions, the strategic guidance on margin improvement and growth in higher-yield segments is positive for long-term shareholders.