Nirlon Ltd
Nirlon Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
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The short version
Growth in total income is primarily driven by contracted license fees, escalations, and new transactions at higher prices (Page 11). Growth in license fees driven by existing contracted license fees, new licenses, and higher price new transactions.
From Nirlon Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Growth in total income is primarily driven by contracted license fees, escalations, and new transactions at higher prices (Page 11).
- For FY26, total income grew by 6% year-on-year; Q4 total income grew 9% YoY (Page 4).
- No significant changes in capex plans; focus remains on maintaining NKP as an A-grade asset and sustainability (Page 11).
- No significant early exits from tenants currently, so growth mainly through contractual escalations and new leasing (Page 9).
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Profitability & Margins
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Capital Expenditure Plans
- Capex will primarily focus on maintaining the park (NKP) in the best possible condition.
- Incremental capex-related modifications will be undertaken to sustain and enhance the A-grade asset quality.
- Emphasis will be on sustainability aspects and operational improvements within the existing park.
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
Nirlon Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹171 Cr, net profit ₹71 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Nirlon's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Nirlon Ltd Q4 FY26 results?
Growth in total income is primarily driven by contracted license fees, escalations, and new transactions at higher prices (Page 11). Growth in license fees driven by existing contracted license fees, new licenses, and higher price new transactions.
What is Nirlon Ltd share price analysis?
Nirlon Ltd currently shows a neutral. The stock trades at a P/E of 16.2 with a market cap of ₹5,601 Cr. Investors should review the full earnings analysis for detailed insights.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.