Nesco Limited strategy deck summary

Strategy deck of 19 Nov 2025, summarised by AI from the filing.

Nesco reports FY2025 total income ₹845 cr and H1 FY26 total income ₹485 cr, with Tower 2 IOD received and 11 wayside amenities sites awarded.

Key takeaways

1. FY25 income Total income was ₹845 cr in FY2025, with EBIDTA ₹551 cr and PAT ₹375 cr.
2. H1 FY26 Total income was ₹485 cr in H1 FY26, with EBIDTA ₹299 cr and PAT ₹215 cr.
3. Tower 2 IOD received from BMC for Tower 2; Tower 2 will span approx. 5.01Mn sq. ft. of total constructed area.
4. Exhibition income Exhibition and events income from operations was ₹174 cr for 31 March 2025 and ₹101 cr for H1 30 Sept 2025.

Original filing on BSE

Nesco Limited Q1 FY27 results

As filed: Revenue ₹212 cr (+10% year on year), EBITDA ₹102 cr (−8% year on year), PAT ₹100.0 cr (+4% year on year), EBITDA margin 48.3% (−918 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹252 cr (+31% year on year), EBITDA ₹118 cr (+11% year on year), PAT ₹93.1 cr (+5% year on year), EBITDA margin 46.9% (−834 bps). Score 52 of 100, In line with trend. EBITDA margin fell 834 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 11% from last quarter. Share price after the results: −12.9% in 30 days (Nifty 500: +0.9%).
• Q3 FY26: Revenue ₹248 cr (+20% year on year), EBITDA ₹126 cr (0% year on year), PAT ₹105 cr (−5% year on year), EBITDA margin 50.8% (−1,000 bps). Score 40 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 1000 bps year on year. Profit fell 12% from last quarter. Revenue rose ₹40.9 cr on a year ago, more than the ₹29.0 cr it added the year before. Share price after the results: +5.5% in 30 days (Nifty 500: +2.8%).
• Q2 FY26: Revenue ₹239 cr (+24% year on year), EBITDA ₹136 cr (+13% year on year), PAT ₹119 cr (+11% year on year), EBITDA margin 56.9% (−560 bps). Score 55 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin fell 560 bps year on year. Share price after the results: −1.6% in 29 days (Nifty 500: +1.4%).
• Q1 FY26: Revenue ₹193 cr (+37% year on year), EBITDA ₹111 cr (+31% year on year), PAT ₹96.0 cr (+37% year on year), EBITDA margin 57.5% (−277 bps). Score 87 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin fell 277 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +12.8% in 30 days (Nifty 500: −2.4%).
• Q4 FY25: Revenue ₹192 cr (+2% year on year), EBITDA ₹106 cr (−9% year on year), PAT ₹89.0 cr (−15% year on year), EBITDA margin 55.2% (−670 bps). Score 15 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 670 bps year on year. Revenue fell 7% from last quarter. Share price after the results: +1.7% in 28 days (Nifty 500: +0.2%).
• Q3 FY25: Revenue ₹207 cr (+16% year on year), EBITDA ₹126 cr (+11% year on year), PAT ₹110 cr (+17% year on year), EBITDA margin 60.9% (−318 bps). Score 46 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 318 bps year on year.
• Q2 FY25: Revenue ₹192 cr (+10% year on year), EBITDA ₹120 cr (+11% year on year), PAT ₹107 cr (+22% year on year), EBITDA margin 62.5% (+79 bps). Score 55 of 100, In line with trend. EBITDA margin rose 79 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Nesco Limited earnings call, investor presentation and press release summaries

• Other events: AGM (27 Jul 2026), Strategy deck (19 Nov 2025), AGM (30 Jul 2025)