Q2 2026 Nisus Finance Services Co Ltd Earnings Call Transcript
Key Points
- Nisus Finance Services Co Ltd (BOM:544296) reported a significant revenue growth of 118% year-on-year, reaching INR75 crores, with Q2 revenue up 61% sequentially.
- The company's EBITDA grew by 117% year-on-year to INR56 crores, maintaining a strong EBITDA margin of 76%.
- The acquisition of New Consolidated Construction Company Ltd. (NCCCL) is expected to add substantial value, with an active order book of INR2,350 crores and potential to scale to INR5,000 crores.
- Nisus Finance Services Co Ltd (BOM:544296) became the first EIS business and fund manager to receive a KPMG Plus credit rating from KRH, enhancing its credibility.
- The company's AUM has compounded at a 95% CAGR since FY '22, reaching nearly INR1,900 crores, with a strong pipeline exceeding INR4,600 crores.
- The consolidation of NCCCL has led to a blended margin that appears lower due to its deep operating nature compared to Nisus Finance's financial services platform.
- Despite strong EBITDA margins, the PAT margin did not reflect similar growth, raising concerns about the impact of real estate operations.
- The acquisition of NCCCL involved significant debt, with INR110 crores borrowed, although INR50 crores has been repaid.
- There are concerns about high trade receivables of INR303 crores, primarily from NCCCL, which could impact cash flow if not managed properly.
- The company's PAT margin for NCCCL is currently low at around 0.6%, indicating room for improvement in profitability.
Ladies and gentlemen, good day and welcome to the Q2 and H1 FY26 Earnings Conference Call of Nisus Limited, hosted by Go India Advisors LLP. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Nikhar from Go India Advisors LLP. Thank you, and over to you.
Thank you, and good evening, everyone. We welcome you to Nisus Finance Services Co Ltd Q2 and H1 FY26 earnings con call. We have with us on call today Mr. Amit Goenka, Chairman and Managing Director; Mrs. Mridula Goenka, Executive Director; Mr. Sunil Maheshwari, CFO, Mr. Amit Jhunjhunwala, CIO - UAE Fund, Mr. Avadhoot Sarwate, CIO - India Fund; Mr. Manish Meena, Director of Strategy and Corporate Affairs.
I must remind you that the discussion on today's call may include certain forward-looking statements and must be viewed in conjunction with the risks that the company may face. I now request Mr. Goenka to take us to the company's business and financial highlights, subsequent, to which
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