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Earnings Call

Nirlon Earnings Call: Key Takeaways

Nirlon Ltd reported strong FY26 performance with Total Income at INR 6,833 Mn and PAT at INR 3,460 Mn, driven by high occupancy at Nirlon Knowledge Park.

Highlights
Revenue growth5.9% YoY for FY26.
MarginsEBITDA margin slightly compressed to 78.36% from 79.33% (FY25).
Demand visibilityHistorically high average occupancy; 99.7% as of Q4FY26.

Growth

FY26 Revenue grew 5.9% YoY; PAT surged 58.6% YoY. Q4FY26 PAT grew 32.0% YoY to INR 706 Mn.

Outlook

Final dividend of INR 15/share proposed; license renewals for 326k sq.ft. in FY28 and 572k sq.ft. in FY29.

Risks

Minimal vacancy (8,000 sq.ft.); concentration risk in single asset (NKP); interest rate sensitivity on INR 1,150 Cr debt.

Source

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

Read the document ↗

Nirlon Ltd: key numbers

Share price
₹606.50
Market cap
₹5,466 Cr
Revenue (annual)
₹669.2 Cr
Net profit (annual)
₹346.0 Cr
P/E (TTM)
15.3×Sector 35.8×
Promoter holding
67.65%-0.02% QoQ
FII holding
4.49%Current quarter

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

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