NORTHARCBSENorthern Arc Capital LtdHighNeutral
Announced Fri, 8 May · 18:46 IST

Outcome of the Board Meeting held on May 08, 2026, for consideration of Audited Standalone and Consolidated Financial Statements for the Year ended March 31, 2026

Revenue Growth 20pctEmphasis Of MatterResults View source PDF

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AI summary

Northern Arc Capital's Board approved audited standalone and consolidated financial results for Q4 and FY ended March 31, 2026. Standalone total income grew 20.7% to ₹2,63,429.51 lakhs from ₹2,18,173.69 lakhs in the previous year. Profit after tax increased to ₹42,915.32 lakhs from ₹41,238.59 lakhs, with EPS of ₹26.57 (basic). The company maintained a healthy Capital Adequacy Ratio of 22.56% and Net Worth of ₹3,89,348.27 lakhs. Asset quality improved with Gross Stage 3 ratio at 1.34%. The auditors issued an unmodified opinion but included an Emphasis of Matter regarding the RBI's February 2026 amendment allowing inclusion of Default Loss Guarantee (DLG) credit in Expected Credit Loss calculation, making prior year comparisons non-strictly comparable. The Board also approved issuance of Non-Convertible Debentures up to ₹5,000 Crore via private placement.

Likely market impact

Strong revenue growth of 20.7% and stable PAT growth indicate healthy business momentum. The DLG inclusion in ECL led to a net reversal of ₹2,900 lakhs in provisions this quarter, which inflated current period profits. The ₹5,000 Crore NCD issuance plan suggests continued appetite for debt funding to support loan growth.