Nisus Finance
Nisus Finance Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 and FY28 revenue-to-AUM ratio expected to be around 2.85%-3.35%, down from 5.37% in FY26 due to a more conservative outlook amid geopolitical challenges. FY27 and FY28 revenue-to-AUM ratio expected to normalize to around 2.85-3%, down from an aberrational 5.37% in FY26 due to prior opportunistic investment gains and high-margin advisory contracts.
From Nisus Finance's Q4 FY26 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- FY27 and FY28 revenue-to-AUM ratio expected to be around 2.85%-3.35%, down from 5.37% in FY26 due to a more conservative outlook amid geopolitical challenges.
- Pipeline for India deals stands at INR 700 crores, with 60-70% at term sheet stage; expected deployment over next 2-3 quarters.
- UAE pipeline around INR 2,000 crores, with serious evaluations ongoing; conversion expected in coming quarters.
- Advisory and asset management revenues anticipated to grow, but advisory income will not scale as fast as AUM.
- NCCCL construction business targeting 3-4x growth next year in volumes, maintaining EBITDA margin around 9-10%.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Nisus Finance said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Nisus Financial Services is actively working on deploying capital from its deal pipelines in both India and UAE:
- India pipeline: INR 700 crores, with 60-70% at term sheet stage, expected to deploy in next 2-3 quarters.
- UAE pipeline: Around INR 2,000 crores, with active renegotiation of entry costs for cost efficiency and better returns.
- The company is focusing on acquiring completed income-generating mid-income and commercial assets in UAE and affordable end-user-rented assets in India.
- They are expanding advisory businesses and launching new products via licenses in GIFT City and DIFC to broaden offerings.
- Continued investments in construction company NCCCL with order book growing to around INR 2,600-2,700 crores, aiming for leadership in construction/EPC space.
2 more points management made on capital expenditure plans
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Fundraising & Capital Structure
See what Nisus Finance said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, the closing order book stood at INR 1,833 crore, expected to be executed over the next 2-3 years.
- In the two months following March, an additional INR 870 crore in orders was added, bringing the current order book close to INR 2,600-2,700 crore.
- For NCCCL, the construction order book is spread over 3-4 years due to the nature of the industry.
- The India deal pipeline is around INR 700 crore, with 60-70% at term sheet stage and the balance under serious evaluation, expected to be deployed over the next couple of quarters.
2 more points management made on order book & pipeline
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Frequently Asked Questions
What were Nisus Finance Q4 FY26 results?
FY27 and FY28 revenue-to-AUM ratio expected to be around 2.85%-3.35%, down from 5.37% in FY26 due to a more conservative outlook amid geopolitical challenges. FY27 and FY28 revenue-to-AUM ratio expected to normalize to around 2.85-3%, down from an aberrational 5.37% in FY26 due to prior opportunistic investment gains and high-margin advisory contracts.
What is Nisus Finance share price analysis?
Nisus Finance currently shows a neutral. The stock trades at a P/E of 6.0 with a market cap of ₹405 Cr. Investors should review the full earnings analysis for detailed insights.
Is Nisus Finance planning capital expenditure?
Nisus Financial Services is actively working on deploying capital from its deal pipelines in both India and UAE: - India pipeline: INR 700 crores, with 60-70% at term sheet stage, expected to deploy in next 2-3 quarters.
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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.