Northern Arc Capital Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Northern Arc closed FY26 with strong performance. Profit after tax (PAT) rose 33% YoY to INR 406 Cr, with Q4 PAT at INR 133 Cr, up 251% YoY. Lending Asset Under Management (AUM) reached INR 16,594 Cr (+21% YoY), driven by a growing Direct to Customer (D2C) portfolio, now 59% of AUM at INR 9,792 Cr. Net Interest Margin (NIM) was 9.4% for FY26. Asset quality remains robust with Net Non-Performing Assets (NNPA) below 1% and improving Stage II assets at 1.5%. The company continues expanding its multi-channel distribution and digital platforms, demonstrating a confident outlook on granular book growth and risk management.