Northern Arc Capital Business Update

Northern Arc Capital Earnings Call Transcript: Key Takeaways

Management reports record PAT of ₹129 Cr (+41% YoY) on 34% AUM growth, but added provisions overlays and stage 3 rose. Guidance was held with no upgrades, and NIM guidance was maintained despite rising funding costs.

Northern Arc Capital Other Announcement

Northern Arc confirmed its INR 75 crore NCD proceeds were fully utilised with no deviation. This is a routine quarterly use-of-proceeds statement.

Northern Arc Capital Investor Presentation: Key Takeaways

Q2FY27: AUM INR 19,003 Cr (+34% YoY), PAT INR 129 Cr (+41% YoY), record quarterly profit; D2C mix 66%.

Northern Arc Capital Debt & Borrowing

Northern Arc reported a 1.12 times security cover for listed secured NCDs as of 30 September 2026. Periodic Regulation 54 certificate on existing debt.

Northern Arc Capital Results Update

Northern Arc reported Q2FY27 PAT up 41% YoY to INR 129 Crore, with lending AUM up 34%. Gross NPA stood at 1.25% and capital adequacy at 20.8%.

Northern Arc Capital Q2 FY27 Results: Net Profit ₹129.5 Cr, Up 42.3% YoY

Northern Arc Capital Ltd reported revenue from operations of ₹868.7 Cr (+38.5% YoY) and net profit of ₹129.5 Cr (+42.3% YoY) for Q2 FY27.

Key figure

Net profit ₹129.5 Cr · +42.3% YoY

Cupid Business Update

Cupid Limited entered an exclusive long-term retail arrangement with V2 Retail, securing dedicated space across 425+ stores. Management targets about ₹400 crore incremental revenue within a year.

Execution

Long-term arrangement; nationwide product availability targeted by mid-December 2026; revenue expectation within 12 months

Ugro Capital Business Update

UGRO Capital released a social impact study showing 58% of borrowers saw revenue growth after loans. The study was independently conducted with Impactree.

MPS Business Update

MPS Limited's Chairman and CEO, Rahul Arora, participated in a media interaction with CNBC-TV18. The discussion covered Q2FY27 financial results, business performance, and growth outlook.

Exicom Tele-Systems Business Update

Exicom Tele-Systems is consolidating manufacturing by transitioning operations from its Gurugram facility to existing plants in Hyderabad and Solan. The transition aims to optimize infrastructure and is expected to finish by November 15, 2026.

Execution

November 15, 2026

Kwality Pharmaceuticals Business Update

Kwality Pharmaceuticals secured EU-GMP approval from Hungary for its Cephalosporin and Oncology facilities. This expands its EU-approved manufacturing footprint and positions it for global licensing opportunities.

Vishnu Prakash R Punglia Business Update

VPRPL entered an MoU with N.K. Gupta Builders for proposed acquisition at evaluation stage. The deal targets expansion in infrastructure and construction, including Leh & Ladakh.