ALFA Finder| Revenue growth | 5.9% YoY for FY26. |
|---|---|
| Margins | EBITDA margin slightly compressed to 78.36% from 79.33% (FY25). |
| Demand visibility | Historically 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.
Earnings Call filed with BSE, NSE: NIRLON. Summary written with AI assistance from the document.
Nirlon Ltd: key numbers
- Share price
- ₹642.60
- Market cap
- ₹5,791 Cr
- Revenue (annual)
- ₹669.2 Cr
- Net profit (annual)
- ₹346.0 Cr
- P/E (TTM)
- 20.6×Sector 38.9×
- Promoter holding
- 67.64%-0.01% QoQ
- FII holding
- 4.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Nirlon Ltd
All →Nirlon Earnings Call Transcript: Key Takeaways
Q2 total income rose 3% YoY to ₹174 Cr, with EBITDA of ₹137 Cr at a 78.4% margin. Management deflected on cash deployment, dividends, NKP vacancy and the NH sale. No new numeric guidance was given.
Nirlon Q2 FY27 Results: Net Profit ₹71.9 Cr, Down 51.3% YoY
Nirlon Ltd reported revenue from operations of ₹169.1 Cr (+2.3% YoY) and net profit of ₹71.9 Cr (-51.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹71.9 Cr · -51.3% YoY
Nirlon Board Meeting Outcome
Nirlon Ltd's board approved a modification to its Dividend Distribution Policy on November 2, 2026. This is a routine governance update with no dividend declared or cash impact.
Nirlon Investor Presentation: Key Takeaways
Q2 FY27 total income ₹1,741 Mn (+3.1% YoY), EBITDA ₹1,365 Mn (78.40% margin), PAT ₹719 Mn. PAT fell 51.3% YoY against a prior-year ₹69.50 Cr one-time tax reversal.
Nirlon Other Announcement
Nirlon Ltd has submitted its quarterly shareholding pattern pursuant to Regulation 31(1)(b) of SEBI (LODR) Regulations, 2015, for the quarter ending September 30, 2026.
Nirlon Capital Structure Change
BSREP IV FPI Two Holdings (DIFC) Limited acquired 23,25,000 equity shares (2.58%) of Nirlon Ltd from InRe Fund II via an inter-se off-market transfer.