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Earnings Call

National Securities Depository Earnings Call: Key Takeaways

NSDL delivered solid FY26 growth despite market volatility, focusing on digital transformation and expanding its fintech DP base.

Highlights
Revenue growthConsolidated revenue up 23.6% YoY; standalone revenue up 13.9% for FY26.
MarginsConsolidated PAT margin at 22.9%; EBITDA margin at 60.8%.
Demand visibilityDemat account additions slowed, but IPO activity remains a key driver.
Management confidenceBalanced confidence, emphasizing strategic tech investments and market share gains.

Growth

Standalone PAT grew 12.1% YoY to ₹360.6cr; Consolidated revenue rose 23.6% YoY to ₹486.8cr.

Outlook

Expects technology capex to plateau after FY27 as major system revamps conclude.

Risks

High dependency on capital market volumes and regulatory pricing interventions on annual issuer fees.

Source

Earnings Call filed with BSE, NSE: NSDL. Summary written with AI assistance from the document.

Read the document ↗

National Securities Depository Ltd: key numbers

Share price
₹772.00
Market cap
₹15,440 Cr
Revenue (annual)
₹1,530 Cr
Net profit (annual)
₹379.7 Cr
P/E (TTM)
39.8×Sector 22.0×
Promoter holding
0.00%+0.00% QoQ
FII holding
11.69%Current quarter

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

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