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Earnings Call

Nirlon Earnings Call: Key Takeaways

Nirlon Q4 FY26 earnings call highlighting transition to a new tax regime and sustained high occupancy (99.7%) at Nirlon Knowledge Park.

Highlights
Revenue growthFY26 revenue up 6% YoY to ₹683 crores.
MarginsEBITDA margin 78.36% in FY26 vs 79.33% in FY25.
Demand visibilityStrong; 99.7% average occupancy across portfolio.
Management confidenceHigh 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%).

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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