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Investor Presentation

Nirlon Investor Presentation: Key Takeaways

Nirlon Ltd reported Q1-FY27 total income of INR 1,727 Mn and PAT of INR 694 Mn. Business remains focused on commercial real estate (NKP) with 99.8% occupancy.

Highlights
Revenue growth3.4% YoY
MarginsEBITDA margin at 77.30%
Demand visibilityHigh; 99.8% occupancy in NKP+NH
Management confidenceHigh

Growth

Revenue grew 3.4% YoY; PAT increased 18.8% YoY. EBITDA margins moderated slightly to 77.30% from 78.93% YoY.

Outlook

Board proposed final dividend of INR 15/share for FY26. Debt levels maintained with INR 1,150 Cr outstanding.

Risks

High concentration in one asset (NKP) and significant license renewals scheduled for FY29-FY30.

Last quarter's promises, checked

Delivered

  • Proposed final dividend of Rs. 15/share for FY26 → Delivered Rs. 15/share (= BEAT)
  • Move to new tax regime (115BAA) from Q2 FY26 → Implemented (= BEAT)
  • Maintain high occupancy (NKP/Nirlon House) → Delivered 99.8% (= BEAT)
Source

Investor Presentation filed with BSE, NSE: NIRLON. Summary written with AI assistance from the document.

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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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