Nisusfinance · forward-looking guidance across the available source record.
Guidance tracker
Management guided for AUM growth to ₹4,500-5,000 crore in FY27, implying continued 67%+ growth trajectory driven by India pipeline (₹700 crore, 60-70% term sheet stage) and UAE pipeline (₹2,000 crore, 50-60% term sheet stage).
SEBI approval received for NIS Yield and Asset Multiplier Fund; launches Q2 with ₹1,800 crore corpus and ₹500 crore greenshoe option. Management fee 2%, performance fee 20% with 7.5 year tenor.
Blended revenue-to-AUM ratio expected to compress from 5.37% in FY26 to 2.85% in FY27 as one-time investment gains and high-margin UAE advisory contracts normalize. Steady-state assumption of 3% going forward.
Construction subsidiary NCCL guided for ₹850 crore revenue in FY27 with EBITDA margins of 9-10% and PAT margins of 2-3%, consistent with industry norms. Volume-driven business model.