Assembled from the company's filings and exchange data as of today. Download PDF renders this page on the server; the narrative sections arrive with the Nexa composer.
Dossier · ARCO LEASING LTD. · 28 October 2026Page 1 of 3
Company Dossier
MarketPing Research · factual · no rating expressed
ARCO LEASING LTD.
BSE: 511038
BSE: 511038
Financial Services › Financial Services › Finance › Non Banking Financial Company (NBFC)
ARCO LEASING LTD.
StateQ4 FY26 filed
Last close · 23 Feb 2026₹3.75
Market cap₹0.0k cr
TTM P/E · P/B · EV/EBITDA— · — · —
ARCO LEASING LTD. is a Finance company. The annual-report business brief for this company has not been generated yet; the numbers below are as filed.
What a broker report prints here — the analyst's thesis. This dossier prints the filed record instead; the narrative read of the latest results, the guidance ledger and the earnings-call summary are the composer's sections (INSTITUTIONAL-PLAN.md M3) and are not yet produced.
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 0 |
| EBITDA (ex other income) | (0) | 0 | (0) | 0 | (0) |
| margin % | — | 39.0 | (259.4) | 24.5 | (166.7) |
| Owners' profit | 0 | 0 | 0 | 0 | (0) |
| EPS, as reported (₹) | (5.48) | 2.94 | (15.51) | 0.59 | (15.67) |
| ROE % · ROCE % | 48.6 · 48.6 | (35.3) · (46.7) | 65.0 · 65.0 | (2.4) · (9.8) | 39.5 · 40.4 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 0 | (2) | 0 | (1) | (0) |
| Capex | 0 | 0 | 0 | 0 | 0 |
Source: SEBI results XBRL as filed with BSE/NSE; EBITDA excludes other income.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · ARCO LEASING LTD. · 28 October 2026Page 2 of 3
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | (0) | 0 | 0 | (0) | (0) | 0 | (0) | (0) |
| Net profit | (0) | 0 | 0 | (0) | (0) | 0 | (0) | 0 |
| EPS (₹) | (1.65) | 0.34 | 0.70 | 1.78 | (1.65) | 4.08 | (20.55) | 2.45 |
Source: quarterly results as filed; the balance sheet is filed half-yearly and is not repeated here.
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| BAJAJ FINANCE LIMITED | 5,67,346 | 27.9 | 4.85 | — | 16.5 | — | 25.2 | 70.7 |
| SHRIRAM FINANCE LIMITED | 1,93,785 | 14.5 | 2.94 | — | 15.2 | — | 22.5 | 74.7 |
| TATA CAPITAL LIMITED | 1,28,620 | 23.5 | 2.73 | — | 10.4 | — | — | 75.8 |
| CHOLAMANDALAM IN & FIN CO | 1,25,298 | 21.7 | 4.11 | — | 17.2 | — | 26.5 | 71.2 |
| MUTHOOT FINANCE LIMITED | 96,653 | 8.5 | 2.43 | — | 26.7 | — | 22.0 | 84.0 |
| SBI CARDS & PAY SER LTD | 50,250 | 22.1 | 3.20 | — | 13.8 | — | — | 33.1 |
| SUNDARAM FINANCE LTD | 42,997 | 19.2 | 2.89 | — | 13.8 | — | — | 78.4 |
| PIRAMAL FINANCE LIMITED | 42,166 | 24.9 | 1.50 | — | 5.3 | — | — | 63.4 |
Source: exchange data and filed statements via the screener; multiples at current prices.
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| EBITDA margin | 112.7 | 48.6 | 15 of 249 | 94% |
| Revenue growth | (15.2) | 12.6 | 162 of 231 | 30% |
| Profit growth | 237.6 | 7.8 | 34 of 251 | 87% |
| Market cap | 0 | 33 | 268 of 268 | 0% |
Source: MarketPing peer ranks; a rank is a measurement, not a view.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · ARCO LEASING LTD. · 28 October 2026Page 3 of 3
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 27 Oct 2026 · Board to ratify preferential allotment of 1,06,13,500 equity shares | fund raising | medium | — | — |
| 24 Oct 2026 · Independent Director Keyur Atul Shah resigns effective 22 October 2026 | management changes | medium | — | — |
| 23 Oct 2026 · Independent Director Keyur Atul Shah resigns effective 22 October 2026 | management changes | medium | — | — |
| 15 Oct 2026 · SEBI Regulation 74(5) compliance certificate filed for Sep 2026 quarter | compliance | minimal | — | — |
| 12 Oct 2026 · Arco Leasing authorizes advisor for BSE filings on preferential issue | compliance | minimal | — | — |
| 30 Sept 2026 · Shareholders approve Chairman and CFO appointments at AGM | management changes | medium | — | — |
| 30 Sept 2026 · New statutory auditor appointed after previous auditor resigned | management changes | medium | — | — |
| 30 Sept 2026 · Arco Leasing 42nd AGM held; key director appointments and auditor change | board shareholder meetings | low | — | — |
| 28 Sept 2026 · Intimation for Closure of trading Window | compliance | minimal | — | — |
| 19 Sept 2026 · Arco Leasing board approves shifting of registered office within Mumbai | board shareholder meetings | low | — | — |
Source: exchange announcements; each reaction is measured from the close before the filing. Next day = the close one session after the reaction day (the first session that could trade the filing).
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in