Asset Reconstruction Company

Management insists performance be judged on a full-year standalone basis because acquisitions are seasonal — Q1 was just 8% of FY26 acquisitions while Q4 was nearly half.

Disclosure gap is a real risk in tracking ARCIL: the deck and transcript tagged Q2 FY27 both actually cover Q1 FY27 and no Q2 concall exists, so management commentary lags reported numbers by a quarter.

Management called the acquisition pipeline strong and expects more assets to come up for acquisition, signalling continued balance-sheet deployment rather than a pause.