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← CockpitCompetitor Analysis › ARCIL.NS Asset Reconstruction Company (India) LimitedOpen in the cockpit ↗

Asset Reconstruction Company (India) LimitedARCIL.NSCompetitor analysis, valuation and peers

India · INR·Commercial Services›Miscellaneous Commercial Services
Mkt cap
$421M
US dollars, full cap
Free float
17%
of shares outstanding
$/day
$1.55M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+4.0 pp
WACC 12.1%
Hurdle
+13 pp
Req g minus delivered
Close · INR₹122.23
1D-2.5%
1W+1.7%
1M-23.8%
3Mn/a
6Mn/a
YTDn/a
1Yn/a
ATR %6.4%
52w lowhigh25.9% off high

What Asset Reconstruction Company (India) does

Employees: 206

Asset Reconstruction Company (India) at a glance

Size Asset Reconstruction Company (India) (ARCIL.NS) is an India Industrials company (Miscellaneous Commercial Services) with a market value of $421M, the 920th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹122.23 on 6 Nov 2026.

Growth Revenue grew 12.5% over the last twelve months (peer median +2.2%); the operating margin is 109.7% (peer median 3.7%).

Valuation It trades at 6.7× enterprise value to sales against a peer median of 2.4× (4th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 4.0 points above its cost of capital (12.1% WACC).

Asset Reconstruction Company (India) financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/a₹5.32B₹4.73B₹6.09B₹5.28B
Revenue growth—+13%-22%+15%—
Gross profitn/a₹5.27B₹4.70B₹6.07B₹5.26B
EBITDAn/a₹5.87B₹4.74B₹4.32B₹6.16B
Net incomen/a₹3.52B₹3.30B₹3.30B₹2.87B
Free cash flown/a₹1.73B₹2.87B₹5.61B₹3.24B
Capital expendituren/a₹18.0M₹15.5M₹44.0M₹8.34M
Total debt₹12.2B₹12.1B₹3.07B₹1.50B₹1.18B

Quarterly statements and history in the cockpit →

Asset Reconstruction Company (India) competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%+40%0×2×4×6×CPI300668FRANFUSIONCX9979301197FRP301257YOU603828301107688269BRNL60073830159830116900266343266937ARCIL.NSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Asset Reconstruction Company (India) is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%FRANFUSIONCXFRPYOUA1OS301107BRNL60073830159800266343266937ARCIL.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Asset Reconstruction Company (India) is the large dot.

Asset Reconstruction Company (India) competitors and peer comparison

How Asset Reconstruction Company (India) compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Asset Reconstruction Company (India) against its 20 peers (data as of 6 Nov 2026)
MeasureARCIL.NSPeer medianRank in peer set
1-month return-23.8%-8.1%2nd lowest of 20
Distance from 52-week high-25.9%-37.4%7th highest of 20
Revenue growth (TTM)+12.5%+2.2%5th highest of 21
Operating margin109.7%3.7%highest of 21
EV / Sales6.7×2.4×4th most expensive of 21
Growth the price implies (Req g, 7 yrs)13.6%7.7%6th most demanding of 13
Growth delivered (Del g)+0.3%+8.0%2nd lowest of 13
Hurdle (Req g minus delivered)+13.4 pp-2.0 pp4th most demanding of 13
ROIC minus cost of capital+4.0 pp-2.9 pp6th highest of 20
EV / EBITDA6.0×8.5×3rd cheapest of 9
Net debt / EBITDA0.9×1.0×6th least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Asset Reconstruction Company (India) ARCIL.NSIndia$421Mn/a+13%110%6.7×13.6%+0.3%
Capita CPI.LUnited Kingdom$419M-16%-16%5%0.4×n/an/a
Shenzhen Jiang & Associates Creative Design 300668.SZChina$418M-58%-37%1%7.1×n/an/a
Franchise Brands FRAN.LUnited Kingdom$417M+5%+5%14%2.5×6.6%+23.6%
Fusion CX FUSIONCX.NSIndia$415Mn/a+37%11%2.3×22.9%+18.1%
Greentown Management 9979.HKHong Kong$413M-28%+5%22%0.4×n/an/a
Hebei Gongda Keya Technology 301197.SZChina$432M-19%-4%-6%6.7×n/an/a
FRP Advisory FRP.LUnited Kingdom$405M+6%+16%20%1.6×-10.6%+17.5%
SMO ClinPlus 301257.SZChina$405M-35%0%3%2.6×n/an/a
YouGov YOU.LUnited Kingdom$437M+45%+2%4%1.2×16.7%+18.6%
All for One A1OS.DEGermany$438M+135%-2%-2%1.0×5.1%+7.2%
Suzhou Kelida Building & Decoration 603828.SSChina$404M-3%-52%-26%3.8×n/an/a
Chongqing Yuxin Pingrui Electronic 301107.SZChina$401M-7%+6%3%3.0×26.5%+11.6%
Kaili Catalyst & New Materials 688269.SSChina$443M-45%+47%2%1.4×n/an/a
Brunel International BRNL.ASNetherlands$399M-8%-6%2%0.3×1.6%+6.4%
Lanzhou Lishang Guochao Industrial 600738.SSChina$445M-16%+2%36%4.7×-8.0%+1.1%
BBK Test Systems 301598.SZChina$446M-20%+15%22%3.1×8.7%+8.6%
Beijing Dataway Horizon 301169.SZChina$447M-41%+10%-8%7.6×n/an/a
Pubang Landscape Architecture 002663.SZChina$395M-31%-19%-21%1.1×15.5%-6.0%
INTAGE 4326.TJapan$448M+12%+5%9%0.9×-4.5%+3.1%
Skytech 6937.TWTaiwan$394M-43%+1%13%4.9×21.0%+7.3%

Questions

Which companies are Asset Reconstruction Company (India)'s closest peers?
The cockpit's peer set: Capita (CPI.L), Shenzhen Jiang & Associates Creative Design (300668.SZ), Franchise Brands (FRAN.L), Fusion CX (FUSIONCX.NS), Greentown Management (9979.HK), Hebei Gongda Keya Technology (301197.SZ), FRP Advisory (FRP.L), SMO ClinPlus (301257.SZ).
Is Asset Reconstruction Company (India) expensive compared with its peers?
On ev / sales it trades at 6.7× against a peer median of 2.4×, 4th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.