Northern Arc Capital Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Q4 FY26 earnings call
Northern Arc Capital reported its highest ever quarterly profit of Rs 133 crore for Q4FY26, taking full-year profit after tax to Rs 406 crore, up 33% year-on-year. Assets under management grew 22% year-on-year and 10% quarter-on-quarter to Rs 16,594 crore, driven by the direct-to-customer business which now contributes 59% of AUM. Management discussed improvements in collection efficiency, credit costs, and net interest margins, along with the impact of new RBI guidelines on FLDG treatment in ECL computation.