Asset Reconstruction Q1 FY27 Income Rises 101.2%

Asset Reconstruction Company (India) Ltd, known as ARCIL, reported higher income for the quarter ended June 30, 2026. The company’s quarterly results showed total income of Rs 235.49 crore, compared with Rs 117.05 crore in the corresponding quarter a year earlier. Reported profit after tax stood at Rs 59.07 crore. The June-quarter figures were approved after the company’s equity listing in September 2026.

June-quarter income more than doubled year on year

Total income increased 101.19% from the June 2025 quarter to Rs 235.49 crore in June 2026. Net sales turnover rose to Rs 234.74 crore from Rs 109.00 crore a year earlier. Other income was Rs 0.75 crore, lower than Rs 8.05 crore in June 2025. The reported income growth was therefore largely supported by net sales turnover rather than other income.

Sequential income growth remained positive

Total income was Rs 214.16 crore in the March 2026 quarter and increased to Rs 235.49 crore in the June 2026 quarter. Net sales turnover rose from Rs 195.90 crore in March to Rs 234.74 crore in June. Other income declined from Rs 18.26 crore in March to Rs 0.75 crore in June. This means the quarter-on-quarter increase in total income came despite a lower contribution from other income.

Profit after tax rose from the year-earlier quarter

ARCIL reported PAT of Rs 59.07 crore for June 2026, against Rs 51.54 crore in June 2025. This represents year-on-year growth of 14.61%, based on the reported quarterly data. PAT was lower than Rs 63.41 crore recorded in March 2026. Profit and loss for the year was also reported at Rs 59.07 crore for the June quarter.

Operating metrics showed improvement over June 2025

Operating profit rose to Rs 133.43 crore in June 2026 from Rs 71.74 crore in June 2025. EBITDA increased to Rs 134.18 crore from Rs 79.79 crore over the same period. EBIT was Rs 133.37 crore, compared with Rs 79.10 crore a year earlier. These reported measures indicate a substantial increase in operating earnings alongside the rise in income.

Standalone snapshot reported separate figures

A standalone quarterly snapshot for June 2026 reported net sales of Rs 264.43 crore, up 66.04% from Rs 159.26 crore in March 2026. It reported operating profit excluding other income of Rs 216.21 crore, up 34.53% sequentially. Standalone net profit was Rs 143.14 crore, compared with Rs 118.41 crore in March 2026, an increase of 20.89%. These standalone snapshot figures should be viewed separately from the quarterly table that reported total income of Rs 235.49 crore and PAT of Rs 59.07 crore.

Key reported quarterly figures

ARCIL’s business model provides the operating context

ARCIL is an asset reconstruction company registered with the Reserve Bank of India to conduct securitisation or asset reconstruction business. It acquires and resolves non-performing assets and stressed loans from banks and financial institutions. Income and profitability at such companies can reflect the timing and progress of recoveries, resolutions, and transactions involving stressed assets. The reported quarterly figures provide a financial snapshot but do not specify the underlying transactions that contributed to the increase.

Results followed the company’s market listing

The June 2026 financial results related to a period before ARCIL’s equity listing on September 17, 2026. The listing consisted of a 100% offer for sale of 5,27,31,946 equity shares at Rs 139 per share. The company subsequently announced audited standalone and consolidated results for the quarter ended June 30, 2026. For investors, the June quarter is therefore among the first reported financial reference points after the listing.

Board to consider September-quarter results

ARCIL informed BSE that its board meeting was scheduled for October 29, 2026. The board was set to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026. The company also stated that the trading window for designated persons and their immediate relatives would remain closed until 48 hours after the results declaration. No September-quarter financial numbers were included in the available announcement.

Earnings call is scheduled after the board meeting

The company announced an earnings call for Q2 and H1 FY27 on October 30, 2026 at 9:00 AM IST. Chief Executive Officer Phanindranath Kakarla and Chief Financial Officer Pramod Gupta were named as participants. The call is scheduled to follow the board’s consideration of the September-quarter and half-year results. Investors will have the forthcoming financial results and management discussion as the next disclosed events to track.

What the June-quarter numbers mean

The June-quarter data shows strong year-on-year growth in total income and operating profit, while reported PAT increased at a slower pace. Sequentially, total income and operating profit increased from March 2026, but reported PAT declined from Rs 63.41 crore to Rs 59.07 crore. The separate standalone snapshot also reported sequential growth in sales and net profit. The next set of unaudited results will provide the company’s reported financial update for the quarter ended September 30, 2026.