📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-10-05 10:31
456 analysed today
FollowTelegram
456
Today
150,895
All-time analysed
43,217
Positive
6,714
Negative
92,181
Neutral
8,715
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
9 announcements match the current filters (relevance ≥ 5).
InRe Fund II & Brookfield PAC Acquire 2.91% Stake in Nirlon, Taking Combined Holding to 15.06%
InRe Fund II, managed by Monocap Investment Advisors, along with Person Acting in Concert (PAC) BSREP IV FPI Two Holdings (DIFC) Ltd (Brookfield affiliate), increased their combined stake in Nirlon Ltd to 15.06% from 12.15%. On October 1, 2026, InRe Fund II acquired 23,25,000 shares (2.58%) via the open market. Additionally, the filing noted that the PAC had previously acquired 3,00,000 shares (0.33%) on August 26, 2026. The 23,25,000 shares acquired represent approximately ₹137.8 Cr in transaction value based on the current share price of ₹592.5.
Confidence: HIGH
What changedInRe Fund II and its PAC increased their aggregate shareholding in Nirlon Ltd from 12.15% to 15.06% through open market purchases.
Why it mattersA substantial institutional investor (Brookfield affiliate entity) crossing the 15% ownership mark indicates sustained long-term institutional appetite for Nirlon's high-occupancy commercial real estate portfolio.
Shares acquired by Acquirer: 23,25,000Acquirer stake acquired: 2.58%Combined post-acquisition holding: 15.06%Post-acquisition share count: 1,35,70,558Estimated transaction value at ₹592.5/share: ~₹137.8 Cr
📅 Short termSecondary market purchases of this scale typically reflect strong institutional demand and may support share price sentiment.
📈 Long termBrookfield-linked funds increasing their equity stake to over 15% aligns with the stable, high-margin cash generation profile of Nirlon's Goregaon commercial assets.
Key Highlights
InRe Fund II acquired 23,25,000 equity shares (2.58%) through open market purchases on October 01, 2026
PAC BSREP IV FPI Two Holdings held 1,09,45,558 shares (12.15%) prior, and also acquired 3,00,000 shares (0.33%) on August 26, 2026
Total combined holding of Acquirer and PAC rose from 12.15% to 15.06% (1,35,70,558 shares)
Total voting capital remains at 9,01,18,040 equity shares of face value ₹10 each
👀 What to Watch
Track institutional holding changes in upcoming quarterly shareholding patterns to monitor whether Brookfield-affiliated entities continue to build their non-promoter position.
Nirlon Sets Sept 3, 2026 Record Date for ₹15/Share (150%) Final Dividend
Nirlon Limited has dispatched its 67th Annual Report and AGM Notice for FY 2025-26, scheduling its AGM for September 18, 2026. The Board has recommended a final dividend of ₹15 per equity share (150% on face value of ₹10), subject to shareholder approval. The record date to determine eligible shareholders and the last date for submitting TDS exemption forms is September 3, 2026. Dividend payment will occur after September 23, 2026.
Confidence: HIGH
What changedNirlon completed the dispatch of the FY26 Annual Report, AGM notice, and established key dates for dividend entitlement and e-voting.
Why it mattersProvides operational timelines for shareholders to receive the ₹15/share dividend distribution for FY 2025-26 and submit relevant tax declaration forms.
Final dividend per share: Rs.15/-Dividend percentage: 150%Record date: September 3, 2026AGM date: September 18, 2026Dividend payout timeline: After September 23, 2026
📅 Short termStock will trade ex-dividend around the record date of September 3, 2026.
📈 Long termLimited; routine corporate governance and annual dividend payout cycle.
Key Highlights
Recommended final dividend of ₹15 per share (150%) on ₹10 face value equity shares
Record date for dividend entitlement fixed as Thursday, September 3, 2026
Deadline for submission of TDS exemption forms is September 3, 2026 (up to 5:00 p.m. IST)
67th Annual General Meeting scheduled for Friday, September 18, 2026 at 12:00 noon via VC/OAVM
Remote e-voting period runs from September 14, 2026 (9:00 a.m.) to September 17, 2026 (5:00 p.m.)
👀 What to Watch
Shareholders seeking lower/nil tax deduction on the dividend must submit necessary TDS exemption documentation by September 3, 2026 before 5:00 PM IST.
Nirlon Fixes Sept 3, 2026 Record Date for ₹15/Share Final Dividend; 67th AGM on Sept 18
Nirlon Ltd has dispatched its 67th Annual Report for FY25-26 and scheduled its 67th AGM for Friday, September 18, 2026 via video conferencing. The company confirmed a recommended final dividend of ₹15 per equity share (150% on ₹10 face value). The record date for determining shareholder entitlement for the final dividend is Thursday, September 3, 2026, with payment to be made after September 23, 2026 subject to shareholder approval.
Confidence: HIGH
What changedNirlon completed the dispatch of its FY26 Annual Report and specified key dates for AGM voting and final dividend eligibility.
Why it mattersConfirms the ₹15/share dividend payout (representing a ~2.38% yield on the current price of ₹630.60), reflecting consistent cash flow generation from its commercial real estate portfolio.
Final Dividend per Share: Rs.15/-Dividend Record Date: September 3, 2026AGM Date: September 18, 2026Dividend Yield: ~2.38%
📅 Short termTrading will reflect ex-dividend adjustments around the September 3, 2026 record date.
📈 Long termLimited; this is a scheduled corporate governance and dividend distribution event.
Key Highlights
Final dividend recommended at ₹15 per equity share (150% of face value of ₹10 each)
Record date for dividend entitlement fixed as September 3, 2026
67th Annual General Meeting scheduled for September 18, 2026 at 12:00 PM IST
Remote e-voting window open from September 14, 2026 (9:00 AM) to September 17, 2026 (5:00 PM)
👀 What to Watch
Investors tracking the dividend must hold shares before the ex-dividend date prior to September 3, 2026. Remote e-voting runs from September 14 to 17, 2026.
Nirlon Q1 FY27 Concall: Portfolio Occupancy at 99.8%, Debt Repayment to Begin May 2027
In its Q1 FY27 earnings call transcript, Nirlon reported total income of ₹173 crore (up 3% YoY) and a PAT of approximately ₹69 crore (up 19% YoY with a 40.19% net margin). Operational performance remained solid with portfolio occupancy standing at 99.8% and total vacant area at just ~6,900 sq. ft. Management reiterated that debt repayments (5% annually totaling 25%) will commence in May 2027 under lender agreements. Furthermore, management indicated no active plans for REIT conversion or near-term redevelopment at Nirlon House, and noted minimal lease expiries for FY27.
Confidence: HIGH
What changedFiling of the Q1 FY27 earnings call transcript providing operational updates on occupancy, debt repayment schedules, and lease expiries.
Why it mattersConfirms steady annuity-style cash flows with near-full occupancy (99.8%), though revenue growth remains constrained by lack of available unleased capacity.
Q1 FY27 Total Income: ₹173 crQ1 FY27 PAT: ₹69 crEBITDA Margin: 77.30%Portfolio Occupancy: 99.8%Vacant Area: 6,900 sq ftDebt Repayment Start: May 2027
📅 Short termStable performance with no major surprises or upcoming lease rollover cliffs in FY27.
📈 Long termBusiness delivers consistent, high-margin rental income from marquee tenants, though long-term growth is capped without brownfield redevelopment or asset acquisitions.
⚠ Risk flags
- High client and micro-market concentration in Goregaon IT/commercial space
- Debt overhang of ₹1,147 cr requiring amortisation starting May 2027
- Lack of expansion headroom given 99.8% utilization
Key Highlights
Q1 FY27 total income reached ₹173 crore (up 3% YoY) with EBITDA of ₹134 crore (77.30% margin).
Net profit (PAT) grew 19% YoY to approximately ₹69 crore.
Portfolio occupancy remained at 99.8%, with unleased space at ~6,900 sq. ft. as of June 30, 2026.
Debt principal repayments will begin in May 2027 at 5% per annum for the next few years (25% total).
Management noted no major lease expiries in FY27 and no concrete plans currently for REIT conversion.
👀 What to Watch
Monitor upcoming contractual rent escalations and cash flow allocations as the company prepares for scheduled debt repayments starting May 2027.
Rs 15 Final Dividend: Nirlon Ltd Sets September 3, 2026, as Record Date for FY26
Nirlon Ltd has announced a final dividend of Rs 15 per equity share (150% of face value) for the financial year 2025-26. The record date to determine shareholder eligibility is fixed for September 3, 2026, with the 67th AGM scheduled for September 18, 2026. Based on the current market price of Rs 621, this represents a dividend yield of approximately 2.4%. The payout follows a strong FY26 performance where the company reported a net profit of Rs 346 Cr.
Confidence: HIGH
What changedThe company has finalized the specific dates for its book closure, record date, and dividend payment following the board's recommendation.
Why it mattersThe Rs 15 dividend is a significant distribution of the company's TTM EPS of Rs 38.39 (approx. 39% payout ratio), demonstrating the stable cash flow generated from its 3.08 Mn sq. ft. Grade A IT park portfolio.
Final Dividend: Rs 15 per shareDividend Yield: 2.41%Record Date: September 3, 2026TTM EPS: Rs 38.39Dividend Payout Ratio: ~39%
📅 Short termThe stock price may see support leading up to the record date as investors position for the dividend, followed by a technical adjustment on the ex-dividend date.
📈 Long termLimited; this is a routine distribution of profits consistent with Nirlon's business model of providing steady rental income from marquee tenants.
Key Highlights
Final dividend of Rs 15 per equity share (150%) recommended for FY 2025-26
Record date for dividend eligibility fixed as Thursday, September 3, 2026
Book closure period set from September 4, 2026, to September 18, 2026
Dividend payment to be credited or dispatched on or after September 25, 2026
67th Annual General Meeting (AGM) to be held on September 18, 2026
👀 What to Watch
Investors interested in the dividend must hold the shares before the ex-dividend date (typically one day prior to the September 3 record date). Monitor the AGM for updates on occupancy levels, which were recently reported at 98.6%.
₹15.00 Final Dividend and Q1 FY27 Results: Nirlon Reports ₹172.7 Cr Total Income
Nirlon Ltd has approved its Q1 FY27 results, reporting a total income of ₹172.7 Cr and maintaining a robust EBITDA margin of 77.30%. The company confirmed a final dividend of ₹15.00 per share for FY26, which translates to a dividend yield of approximately 2.4% at current prices. The record date for this dividend is set for September 3, 2026, with the 67th AGM scheduled for September 18, 2026. Operations remain stable with a 3.08 Mn sq. ft. chargeable area and high occupancy from marquee BFSI and IT tenants.
Confidence: HIGH
What changedFormal approval of Q1 FY27 financial results and the establishment of the timeline for the FY26 final dividend payment.
Why it mattersThe results confirm Nirlon's status as a steady cash-flow generating 'annuity' business with high operating margins (77%+) and consistent shareholder payouts.
Final Dividend: ₹15.00 per shareQ1 FY27 Total Income: ₹172.7 CrEBITDA Margin (Q1 FY27): 77.30%Chargeable Area: 3.08 Mn sq. ft.Dividend Record Date: September 3, 2026Estimated Dividend Payout vs TTM PAT: ~39%
📅 Short termThe stock is likely to remain supported by the ₹15 dividend announcement leading up to the September 3 record date.
📈 Long termStructural growth is limited as the current portfolio is fully developed; future value depends on periodic 15% rent escalations and potential debt reduction.
⚠ Risk flags
- High client concentration in BFSI and IT sectors
- High Debt-to-Equity ratio of 2.45
- No current plans for geographic or capacity expansion
Key Highlights
Final dividend of ₹15.00 per equity share (150%) confirmed for FY 2025-26.
Q1 FY27 Total Income reached ₹172.7 Cr, showing marginal growth over the ₹171.0 Cr reported in Mar 2026.
EBITDA margin remains high at 77.30% for the quarter ended June 30, 2026.
Record date for dividend eligibility fixed as Thursday, September 3, 2026.
Total chargeable area maintained at 3.08 Mn sq. ft. across Nirlon Knowledge Park and Nirlon House.
👀 What to Watch
Investors should track the 67th AGM on September 18, 2026, for management commentary on rental renewal spreads and any updates on the high debt-to-equity ratio of 2.45.
Nirlon Ltd Approves Q1 FY27 Results; Maintains 3.08 Mn Sq. Ft. Portfolio
Nirlon Ltd approved its unaudited financial results for the quarter ended June 30, 2026, in a board meeting held on August 10, 2026. The company continues to manage a 3.08 Mn sq. ft. Grade A IT park portfolio with a high historical operating margin of 77.9%. Given the TTM revenue of Rs 669 Cr and a debt of Rs 1147 Cr, these results are key to monitoring rental stability and debt servicing. The board meeting was notably brief, concluding in just 10 minutes.
Confidence: MEDIUM
What changedNirlon has transitioned into the first quarter of FY27, with the board formally taking the latest quarterly financial performance on record.
Why it mattersFor a high-yield commercial real estate play, quarterly results confirm the consistency of cash flows required to service its Rs 1147 Cr debt and maintain its 31% ROCE.
Chargeable Area: 3.08 Mn sq. ft.TTM Revenue: Rs 669 CrDebt-to-Equity Ratio: 2.45Meeting Duration: 10 minutesTTM OPM: 77.9%
📅 Short termThe stock is likely to remain stable if the Q1 numbers align with the previous quarter's revenue of Rs 171 Cr.
📈 Long termGrowth is structurally limited to rental escalations and renewals as there are no current plans for capacity expansion beyond the existing five phases.
⚠ Risk flags
- High client concentration in BFSI and IT sectors
- High Debt-to-Equity ratio of 2.45
- Geographic concentration in the Mumbai Goregaon micro-market
Key Highlights
Board meeting for Q1 FY27 results concluded in 10 minutes (12:00 to 12:10 IST)
Company manages a total chargeable area of 3.08 Mn sq. ft. across NKP and Nirlon House
Historical TTM revenue stands at Rs 669 Cr with a net profit of Rs 346 Cr
Maintains a high TTM Operating Profit Margin (OPM) of 77.9%
Portfolio occupancy was recently reported at 98.6% with marquee tenants like JP Morgan and Barclays
👀 What to Watch
Investors should review the full P&L for rental escalation trends and occupancy levels, as the business model relies on predictable 15% escalations every 3 years.
Nirlon Q1 FY27 PAT up 18.8% YoY to ₹69.4 Cr; Occupancy remains high at 99.8%
Nirlon Ltd reported a steady Q1 FY27 with total income reaching ₹172.7 Cr, a 3.4% increase YoY, driven by stable license fees of ₹149 Cr. Net profit grew significantly by 18.8% YoY to ₹69.4 Cr, primarily aided by lower tax expenses compared to the previous year. The company continues to demonstrate high operational efficiency with a 99.8% occupancy rate across its 3.08 Mn sq. ft. portfolio. Debt remains stable at ₹1,150 Cr, supported by a CRISIL AA+/Stable rating.
Confidence: HIGH
What changedThe company released its detailed operational and financial performance for Q1 FY27, confirming continued high occupancy and stable rental income.
Why it mattersNirlon's business model relies on long-term leases with marquee BFSI/IT tenants; maintaining 99.8% occupancy ensures predictable cash flows to service its ₹1,150 Cr debt and sustain dividends.
Q1 FY27 Total Income: ₹172.7 CrQ1 FY27 PAT: ₹69.4 CrOccupancy Rate: 99.8%Total Debt: ₹1,150 CrQ1 Income vs TTM Revenue: ~25.8%Debt vs Market Cap: ~20.5%
📅 Short termThe stock is likely to remain stable as the results confirm the company's ability to maintain high occupancy and steady margins.
📈 Long termLong-term growth is capped by the existing 3.08 Mn sq. ft. capacity as no new expansions are planned; growth will depend on periodic 15% rent escalations and renewals at market rates.
⚠ Risk flags
- High client concentration in BFSI and IT sectors
- High Debt-to-Equity ratio of 2.45
- Geographic concentration in a single micro-market (Goregaon, Mumbai)
Key Highlights
Total Income for Q1 FY27 reached ₹172.7 Cr, representing approximately 25.8% of TTM revenue.
Profit After Tax (PAT) increased to ₹69.4 Cr from ₹58.4 Cr in Q1 FY26, an 18.8% YoY growth.
Portfolio occupancy stands at 99.8%, with only ~6,900 sq. ft. vacant out of a total 3.08 Mn sq. ft. chargeable area.
Outstanding debt from HSBC Bank is ₹1,150 Cr, which is approximately 20.5% of the current market capitalization.
EBITDA margins remain robust at 77.30%, although slightly down from 78.93% in the same quarter last year.
👀 What to Watch
Investors should monitor the upcoming license renewals/resets, particularly the 327,000 sq. ft. due in FY28, to assess the company's ability to capture market rent escalations.
Rs 15 Final Dividend: Nirlon Sets September 3, 2026 as Record Date
Nirlon Ltd has fixed September 3, 2026, as the record date for a final dividend of Rs 15 per share (150% of face value) for FY 2025-26. The total estimated payout is approximately Rs 135.2 crore, representing a payout ratio of roughly 39% of the FY26 EPS of Rs 38.39. The dividend is subject to shareholder approval at the 67th AGM scheduled for September 18, 2026. Payment is expected to commence on or after September 25, 2026.
Confidence: HIGH
What changedThe company has formalized the timeline for its FY26 final dividend distribution, setting the specific record and payment dates following the board's recommendation.
Why it mattersThe dividend reflects the company's ability to convert its high operating margins (77.9%) and stable rental income from its 3.08 Mn sq. ft. IT park into cash returns for shareholders.
Final Dividend: Rs 15.00 per shareRecord Date: September 3, 2026Dividend Yield (at Rs 621): 2.41%Estimated Total Payout: Rs 135.2 CrPayout vs FY26 EPS: 39.07%
📅 Short termThe stock price may see support leading up to the record date as investors position for the dividend, followed by a technical adjustment on the ex-dividend date.
📈 Long termRoutine. The company's structural reliance on long-term leases with marquee tenants like JP Morgan and Barclays provides the cash flow stability required for consistent payouts.
Key Highlights
Final dividend recommended at Rs 15.00 per equity share (150% of face value) for FY 2025-26
Record date for determining shareholder eligibility fixed as Thursday, September 3, 2026
67th Annual General Meeting (AGM) scheduled for Friday, September 18, 2026
Dividend payment to be credited or dispatched on or after Friday, September 25, 2026
Book closure period set from September 4, 2026, to September 18, 2026
👀 What to Watch
Investors seeking the dividend must hold the stock before the ex-dividend date (typically one business day before the record date). Monitor the AGM outcome on September 18 for formal approval.
