Nisusfinance earnings calls.

Nisus Finance delivered exceptional Q4 and full-year FY26 results with standalone revenue of ₹141 croreCurrent reported value: ₹141 crore. No comparable prior figure is available in the source record. (up 110Current reported value: 110. No comparable prior figure is available in the source record.% YoY) and PAT of ₹68 croreCurrent reported value: ₹68 crore. No comparable prior figure is available in the source record. (up 188Current reported value: 188. No comparable prior figure is available in the source record.% YoY), exceeding their own guidance of ₹120-140 crore. EBITDA margin expanded 400bps to 70.5Current reported value: 70.5. No comparable prior figure is available in the source record.%, while consolidated group PAT reached ₹83 crore including NCL subsidiary contribution from August 2025. AUM grew 67% to ₹2,631 croreCurrent ₹2,631 crore. Reported change: +67% YoY. with ROCE at 33.3% (up 900bps). Revenue mix shifted favorably to 55%Current 55%. Reported change: +22pp shift vs 2 years. fund management / 45% advisory vs 33%/67% two years ago. Q4 saw geopolitical headwinds deferring ~₹500 crore UAE transactions, though management emphasized timing over structural concerns with a 2,000 crore renegotiation pipeline offering better entry yields. NCL order book swelled to ₹2,600-2,700 croreCurrent ₹2,600-2,700 crore. Reported change: +₹870 crore Q1 run-rate. with recent wins. Risk includes Dubai market correction of 15-20% from January highs and India regulatory delays on ~₹300 crore pipeline, but anti-fragile strategy focusing on completed income-generating mid-income residential assets shows resilience.