ARCIL's first quarterly filing after its October 2026 listing showed profit after tax of ₹143.1 crore, a 107% jump from ₹69.1 crore in the same period last year. The share price responded by leaping 10% to ₹160.31, breaking the 10% upper circuit and registering a 15.3% rise from its issue price of ₹139.
Revenue from operations climbed 128% to ₹274 crore, while total income rose 115% to ₹276.1 crore. AUM grew 16% YoY to ₹19,574 crore, though it slipped 2.9% sequentially from ₹20,150 crore. Return on equity climbed to 18.2% from 10% a year earlier, and return on assets hit 12.8% versus 8.4% last year.
Sector peers such as HDFC Asset Reconstruction and ICICI ARC saw Q1 revenues of ₹350 crore and ₹310 crore respectively, placing ARCIL’s growth in line with the segment’s 12% YoY rise. Analysts who have been tracking the ARC sector flag the company’s write‑back income of ₹120.1 crore as a key driver behind the profit surge, a jump from ₹3.2 crore in 2025.
ARCIL has not yet issued guidance for FY27, but the board is expected to announce a revised target range on the next earnings release in December. Traders are watching the stock’s volatility as it tests the ₹165 resistance, while long‑term investors note the 15% premium over issue price as a sign of early market confidence.