Northern Arc Capital Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

Northern Arc Capital (NSE: NORTHARC) is preparing to announce its Q4 FY26 financial results for the period ended March 31, 2026. The board of directors is scheduled to meet on May 2026 (Expected) to approve the audited statements and consider a final dividend recommendation. With the stock at Rs 345 — against a 52-week high of Rs 470 and 1-year return of -20% — the Q4 FY26 results will be a pivotal event for investors.

Analyst estimates for Q4 FY26 revenue stand at Rs 600-645 Cr, with PAT expectations of Rs 115-132 Cr and margin projections of NIM 7.2-7.6%. This article covers the Northern Arc Capital Q4 results 2026 date, earnings estimates, five key performance factors, five risks, analyst ratings, and investor FAQs.

Northern Arc Capital Q4 Results 2026 Date

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Why This Quarter Matters

Northern Arc Capital enters Q4 FY26 with expectations of AUM 22-26% YoY growth. Q4 determines full-year FY26 performance, sets FY27 estimate baselines, and triggers final dividend announcements. At a 1-year return of -20%, this quarter’s results and FY27 guidance will be critical for determining stock trajectory.

Northern Arc Capital Q4 FY26 Earnings Estimates

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5 Key Factors That Will Drive Northern Arc Capital Q4 FY26 Performance

Revenue Momentum

Analysts expect Rs 600-645 Cr in Q4 FY26 revenue versus Rs 548 Cr in Q3. Q4 is seasonally important for the NBFC sector and the ability to convert the pipeline into recognised revenue will be the first performance test.

Margin Trajectory

Q4 FY26 margin expectations are NIM 7.2-7.6% versus NIM 7.4% in Q3. Input cost trends, employee expenses, and pricing power will determine whether the company can sustain or improve on Q3 levels.

PAT Quality

Net profit is estimated at Rs 115-132 Cr. Investors will assess whether PAT is driven by operational improvement or non-recurring items. A clean recurring profit print is most positively received by institutional investors.

Management Guidance for FY27

The most consequential output will be FY27 guidance — revenue growth bands, margin targets, and capex plans. Credible FY27 guidance carries significant weight for re-rating potential in the current macro environment.

Dividend Declaration

Northern Arc Capital is expected to consider a final dividend of Rs 2-3 per share. The quantum signals management’s confidence in free cash flow generation and sets expectations for FY27 capital allocation.

5 Risks to Watch in Northern Arc Capital Q4 FY26

US Tariff and Macro Headwinds

The 26% US reciprocal tariff on Indian goods has created macro uncertainty. For Northern Arc Capital, indirect impacts include FII outflows and earnings estimate cuts if global demand slows.

Earnings Miss Risk

If Northern Arc Capital’s Q4 FY26 results miss estimates, the stock could correct sharply. Investors should monitor revenue versus Rs 600-645 Cr and PAT versus Rs 115-132 Cr as the two primary watchpoints.

FY27 Guidance Below Consensus

If FY27 guidance falls below Street expectations, the stock may decline even if Q4 numbers are in line. Forward guidance carries more weight than the reported quarter currently.

FII Outflow Continuation

FIIs sold Rs 22,000 crore in Indian equities in a single week following the tariff announcement. Continued selling creates headwinds for Northern Arc Capital regardless of fundamentals.

Sector Regulatory Risk

The NBFC sector faces evolving regulatory frameworks. Policy changes that increase compliance costs or alter competitive dynamics could affect Northern Arc Capital’s profitability.

Northern Arc Capital Share Price and Analyst Ratings

Northern Arc Capital is trading at Rs 345 as of early April 2026, against a 52-week high of Rs 470 and 52-week low of Rs 265. Market cap stands at Rs 3,700 Cr.

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Conclusion

Northern Arc Capital Q4 FY26 results on May 2026 (Expected) will be a key event for NBFC sector investors. Analysts project PAT of Rs 115-132 Cr and revenue of Rs 600-645 Cr. At Rs 345 with analyst targets from Rs 420 to Rs 440, FY27 guidance will be the most critical post-results catalyst.

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Frequently Asked Questions

What is the Northern Arc Capital Q4 results 2026 date?

The Northern Arc Capital Q4 results 2026 date is May 2026 (Expected). The board will meet to approve audited Q4 FY26 financials and consider a final dividend recommendation.

What is the Northern Arc Capital Q4 FY26 PAT estimate?

Analysts estimate Northern Arc Capital Q4 FY26 PAT at Rs 115-132 Cr, based on revenue of Rs 600-645 Cr and margin of NIM 7.2-7.6%.

What is Northern Arc Capital’s share price ahead of Q4 results?

Northern Arc Capital is trading at Rs 345. The 52-week high is Rs 470 and low is Rs 265. The 1-year return is -20% and market cap is Rs 3,700 Cr.

Will Northern Arc Capital declare a dividend in Q4 FY26?

Northern Arc Capital is expected to consider a final dividend of Rs 2-3 per share at the Q4 FY26 board meeting on May 2026 (Expected).

Which analysts have a Buy rating on Northern Arc Capital?

MOFSL (Buy, Rs 440), YES Securities (Buy, Rs 430), JM Financial (Add, Rs 415), Emkay (Buy, Rs 420) have positive ratings heading into Q4 FY26.

What were Northern Arc Capital Q3 FY26 results?

Northern Arc Capital reported Q3 FY26 revenue of Rs 548 Cr and PAT of Rs 106 Cr, with margin at NIM 7.4%.

When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026. Infosys Q4 FY26 results are scheduled for April 23, 2026. Read both previews on Univest Blogs.

Is Northern Arc Capital a good investment ahead of Q4 results?

This depends on your risk appetite. Northern Arc Capital has compelling long-term factors alongside genuine near-term risks. Consult a SEBI-registered financial advisor before investing.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only. All financial data and analyst estimates are sourced from publicly available information. Verify before investing. Consult a SEBI-registered advisor before making investment decisions.

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