ALFA Finder| Revenue growth | FY26 revenue up 6% YoY to ₹683 crores. |
|---|---|
| Margins | EBITDA margin 78.36% in FY26 vs 79.33% in FY25. |
| Demand visibility | Strong; 99.7% average occupancy across portfolio. |
| Management confidence | High regarding asset quality and dividend consistency. |
Growth
FY26 Revenue grew 6% to ₹683cr; PAT jumped 59% to ₹346cr, including a ₹69.5cr one-time tax adjustment.
Outlook
Final dividend of ₹15/share; focus on maintaining A-grade asset standards; debt repayment schedule includes a 2027 balloon payment.
Risks
Potential margin pressure as expenses (11%) outpaced income growth (5.9%); high interest on debt (7.75%) vs FD returns (5.5%).
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.