Northern Arc Capital Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for NORTHARC, BSE:544260 Northern Arc Capital Ltd.

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Northern Arc Capital Ltd.

27 Jul 2026

286.50

0.81%

Steady quarter; D2C momentum strengthens growth outlook

Buy: Northern Arc Capital Ltd.

Target

Motilal Oswal

Northern Arc’s (NACL) 1QFY27 PAT grew ~46% YoY to ~INR1.14b (~11% beat). NII rose ~45% YoY to ~INR4.9b (11% beat). Other income declined ~42% YoY to ~INR287m (PQ: ~INR649m) due to lower assignment income of INR69m (PQ: INR403m).

Northern Arc Capital Ltd. is trading below its 30 day SMA of 297.7

Northern Arc Capital Ltd.

10 May 2026

286.50

0.81%

Strong quarter; strategic D2C expansion drives profitability

Buy: Northern Arc Capital Ltd.

Target

Motilal Oswal

Northern Arc’s (NACL) 4QFY26 PAT grew ~250% YoY (on a lower base) to ~INR1.3b (~13% beat). FY26 PAT grew ~34% YoY to INR4b. 4Q NII rose ~26% YoY to ~INR4.4b (10% beat).

Northern Arc Capital Ltd. is trading below its 30 day SMA of 297.7

Northern Arc Capital Ltd.

24 Feb 2026

286.50

0.81%

Building a scalable tech-driven credit ecosystem

Buy: Northern Arc Capital Ltd.

Motilal Oswal

D2C transition, diversified fee income, and risk management to aid RoA expansion Northern Arc Capital (NACL) has created a technology-driven, diversified financial services ecosystem catering to the credit needs of underserved households and businesses across India.

Motilal Oswal increased Buy price target of Northern Arc Capital Ltd. to 395.0 on 27 Jul, 2026.

Northern Arc Capital Ltd.

18 Aug 2025

286.50

0.81%

Investment Rationale:

Buy: Northern Arc Capital Ltd.

Mastertrust Broking & Investments

Northern Arc’s ?13,351 crore loan book is strategically diversified across MSME (?2,687 crore, 20%), Consumer Finance (?3,502 crore, 26%), Rural Finance (?953 crore, 7%), and Intermediate Retail (?6,209 crore, 47%).