Sensex

up-green-arrow

Nifty

up-green-arrow

USDINR

down-red-arrow

GBPINR

down-red-arrow

EURINR

down-red-arrow

Company News

Northern ARC Capital Ltd
Northern ARC Capital jumps on fresh brokerage coverage
Sep 15,2025
The broker highlighted attractive valuations, noting the stock trades at 0.9 times estimated FY27 book value and 6.8 times projected FY27 earnings. It expects margin expansion to be driven by a rising share of direct-to-customer lending and a likely easing of interest rates.

Growth in the company’s fund management and placement business is also projected to boost fee income and improve RoAs. Asset quality pressures in the microfinance segment are anticipated to ease from H2 FY26, with full normalcy expected in FY27.

The brokerage forecast a robust 39% earnings CAGR over FY26-FY27, underpinned by stronger earnings growth and improving return ratios.

Northern Arc Capital is a diversified non-banking financial company (NBFCs), offering a suite of solutions including lending, placements, and fund investments in key sectors like MSME financing, MFI, consumer financing, vehicle financing, affordable housing financing, and agricultural supply chain finance.

The company's consolidated net profit fell 13.31% to Rs 81.05 crore despite of 4.79% jump in revenue from operations to Rs 6054.33 crore in Q1 FY26 over Q1 FY25.

Attention Investor :

"Prevent unauthorised transactions in your account ; Update your mobile numbers/email IDs with Us. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day” - Issued in the interest of Investors"

"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary."

"No need to issue cheques by investors while subscribing to Equity IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."

A Muthoot M George Enterprise