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Earnings Call Transcript

Asset Reconstruction Company (India) Earnings Call Transcript: Key Takeaways

ARCIL reported a 107% PAT jump in Q1 FY27, driven by chunky corporate resolutions despite seasonal lulls in asset acquisitions. Management is pivoting towards retail and MSME segments while leveraging technology for collections.

Highlights
Revenue growthTotal income up 115% YoY to ₹276 Cr.
MarginsPAT margin at 52%; consistent recovery rates of 21-25%.
Order bookAUM at ₹19,574 Cr; dues under management at ₹1.40 Lakh Cr.
Demand visibilityStrong pipeline for stressed asset acquisitions in Q2/Q3.
Management confidenceHigh confidence in strong year-end acquisitions and retail scalability.

Growth

PAT rose 107% to ₹143 Cr standalone. Total recoveries surged 151% to ₹1,066 Cr.

Outlook

AUM grew 15% CAGR (FY24-26). Targets continued retail segment expansion and new collection services.

Risks

Seasonal acquisition lulls, chunky/unpredictable corporate recovery timing, and new wage code impact on costs.

Source

Earnings Call Transcript filed with NSE, NSE: ARCIL. Summary written with AI assistance from the document.

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Asset Reconstruction Company (India) Ltd: key numbers

Share price
₹130.36
Market cap
₹4,235 Cr
Revenue (annual)
₹753.0 Cr
Net profit (annual)
₹407.8 Cr
Promoter holding
77.45%
FII holding
6.73%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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