Nisus Finance Services Co Ltd (BOM:544296)
₹ 157.35 +7.95 (+5.32%) Market Cap: 3.76 Bil Enterprise Value: 7.56 Bil PE Ratio: 5.74 PB Ratio: 1.40 GF Score: 17/100

Q4 2026 Nisus Finance Services Co Ltd Earnings Call Transcript

May 27, 2026 / 10:30 AM GMT
Release Date Price: ₹212.85 (+6.00%)

Key Points

Positve
  • Nisus Finance Services Co Ltd (BOM:544296) reported a significant revenue growth of 110% year-on-year, reaching INR141 crores, exceeding their guidance.
  • The company achieved a PAT of INR68 crores, reflecting a 108% year-on-year increase, with a PAT margin of 48%.
  • EBITDA reached a historic high of INR97 crores with a margin of 70.5%, showing a 400 basis points improvement over the previous year.
  • Assets under management (AUM) increased by 67% to INR2,631 crores, indicating strong growth in their investment portfolio.
  • The company successfully reduced its acquisition debt by two-thirds, significantly improving its debt-equity ratio and reducing promoter pledges.
Negative
  • The geopolitical crisis in West Asia led to the deferral of certain investment decisions, impacting potential revenue growth.
  • Regulatory challenges and lender approval delays in India caused some transactions to be deferred to the next quarter.
  • The company's AUM for FY26 was slightly lower than expected due to the ongoing conflict in the Middle East.
  • Employee benefit expenses increased significantly, rising from 20% to 32% of revenue, due to new hires and changes in accounting methods.
  • The company's stock has not reached its full potential since the IPO, remaining 50% down, possibly due to market misunderstanding of the business model.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NISU.BO - Nisus Finance Services Co Ltd
Q4 2026 Nisus Finance Services Co Ltd Earnings Call
May 27, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen. I'm Akash, moderator for the conference call. Welcome to NISUS Financial Services Q4 FY26 Earnings Conference Call.

As a reminder, all participants will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on a touch tone telephone. Please note this conference is being recorded. I would now like to hand over the floor to Miss Sakshi Shah from Going Diagnosis.

Thank you, and over to you, ma'am.

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