Northern Arc Capital Q3FY26: Toh Aisa Kya Hua?
Jo profits mein itna bada jump aaya hai na, uske peeche kaafi cheezein hain. Company ka Profit After Tax (PAT) Q3FY26 mein 51% YoY grow karke ₹101 Crore pahunch gaya. Aur jo 9 mahine hue hain (9MFY26), unmein PAT 13% badhkar ₹271 Crore ho gaya hai. Matlab overall sab mast chal raha hai.
Business toh full speed mein hai!
Iska asar inke AUM (Assets Under Management) par bhi dikh raha hai. Lending AUM 18% badh kar ₹15,121 Crore ho gaya hai. Aur Gross Transaction Volume (GTV) toh 43% tej bhaaga hai, jo ₹10,401 Crore tak pahunch gaya is quarter mein. Sabse mast baat ye hai ki company ne apna customer base aur origination partners ko 73% badha liya hai, ab total 357 ho gaye hain. Ye ekdum solid expansion hai!
Asset Quality aur Profitability ka Kamaal
Aur haan, company ki asset quality bhi sudhar gayi hai. Net NPAs ab sirf 0.69% reh gaye hain, jo pehle 2.28% the March 2021 mein. Net Interest Margin (NIM) bhi 9.9% tak pahunch gaya hai, jo pichle saal issi quarter mein 8.4% tha. Return on Equity (RoE) 10.7% aur Return on Assets (RoA) 2.7% raha.
Balance Sheet aur Future Plans
Company ke total assets bhi 24% badh kar ₹15,406 Crore ho gaye. Borrowings thode 30% badh kar ₹11,200 Crore ho gaye hain, par Debt-to-Equity ratio abhi bhi 3.0x ke aas paas stable hai. Ye log MSME, Consumer, aur Rural finance par focus kar rahe hain, aur unke tech platform aur funding capabilities bhi strong hain. Credit rating bhi 'AA-(Stable)' confirm ho gayi hai, toh future ke liye sab set lag raha hai.