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Northern Arc Capital Limited Q4 FY26 results deck summary

NSE: NORTHARC · BSE: 544260

Results deck of 8 May 2026, summarised by AI from the filing.

₹133 cr, +251% YoY and +32% QoQ

Key takeaways

Q4FY26 PAT ₹133 cr, +251% YoY and +32% QoQ
D2C Mix 59% of lending AUM, up from 21% five years ago
Credit Cost 2.8% in FY26, in line with guidance of 2.8%

Northern Arc Capital Limited Q1 FY27 results

As filed: Revenue ₹780 cr (+29% year on year), EBITDA ₹413 cr (+28% year on year), PAT ₹114 cr (+46% year on year), EBITDA margin 53.0% (−38 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 ₹742 cr (+23% year on year), EBITDA ₹422 cr (+78% year on year), PAT ₹133 cr (+249% year on year), EBITDA margin 56.9% (+1,000 bps). Score 91 of 100, Above trend. EBITDA margin rose 1000 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +3.3% in 28 days (Nifty 500: −2.8%).
Q3 FY26: Revenue ₹721 cr (+25% year on year), EBITDA ₹367 cr (+19% year on year), PAT ₹102 cr (+39% year on year), EBITDA margin 50.9% (−277 bps). Score 59 of 100, In line with trend. EBITDA margin fell 277 bps year on year. Consolidated profit +39% but standalone -10%. Not enough history for a trend yet: scored on growth alone. Share price after the results: −1.5% in 28 days (Nifty 500: +0.4%).
Q2 FY26: Revenue ₹627 cr (+7% year on year), EBITDA ₹336 cr (−1% year on year), PAT ₹91.0 cr (−5% year on year), EBITDA margin 53.6% (−470 bps). Score 29 of 100, Below trend. EBITDA margin fell 470 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −1.0% in 28 days (Nifty 500: +0.9%).
Q1 FY26: Revenue ₹605 cr (+5% year on year), EBITDA ₹323 cr (−3% year on year), PAT ₹78.0 cr (−17% year on year), EBITDA margin 53.4% (−405 bps). Score 20 of 100, Below trend. EBITDA margin fell 405 bps year on year. Consolidated profit -17% but standalone +28%. Not enough history for a trend yet: scored on growth alone. Share price after the results: −2.4% in 30 days (Nifty 500: −2.0%).
Q4 FY25: Revenue ₹590 cr, EBITDA ₹247 cr, PAT ₹47.0 cr, EBITDA margin 41.9%. Not scored. No result for the same quarter last year. Share price after the results: +0.6% in 30 days (Nifty 500: +0.3%).
Q3 FY25: Revenue ₹560 cr, EBITDA ₹346 cr, PAT ₹102 cr, EBITDA margin 61.8%. Not scored. No result for the same quarter last year.
Q2 FY25: Revenue ₹573 cr, EBITDA ₹357 cr, PAT ₹112 cr, EBITDA margin 62.3%. Not scored. No result for the same quarter last year.

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

Northern Arc Capital Limited earnings call, investor presentation and press release summaries

Q1 FY27: Results deck (27 Jul 2026)
Q4 FY26: Earnings call (8 May 2026), Results deck (8 May 2026)
Q3 FY26: Results deck (30 Jan 2026)
Q2 FY26: Results deck (31 Oct 2025), Results deck (31 Oct 2025)
Q1 FY26: Results deck (29 Jul 2025)
Q4 FY25: Results deck (20 May 2025)
Other events: Call transcript (7 Nov 2025)

Figures from the company's filings with NSE and BSE. Not investment advice.