Employees: 206
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | n/a | ₹5.32B | ₹4.73B | ₹6.09B | ₹5.28B |
| Revenue growth | — | +13% | -22% | +15% | — |
| Gross profit | n/a | ₹5.27B | ₹4.70B | ₹6.07B | ₹5.26B |
| EBITDA | n/a | ₹5.87B | ₹4.74B | ₹4.32B | ₹6.16B |
| Net income | n/a | ₹3.52B | ₹3.30B | ₹3.30B | ₹2.87B |
| Free cash flow | n/a | ₹1.73B | ₹2.87B | ₹5.61B | ₹3.24B |
| Capital expenditure | n/a | ₹18.0M | ₹15.5M | ₹44.0M | ₹8.34M |
| Total debt | ₹12.2B | ₹12.1B | ₹3.07B | ₹1.50B | ₹1.18B |
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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.
| Measure | ARCIL.NS | Peer median | Rank 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 margin | 109.7% | 3.7% | highest of 21 |
| EV / Sales | 6.7× | 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 pp | 4th most demanding of 13 |
| ROIC minus cost of capital | +4.0 pp | -2.9 pp | 6th highest of 20 |
| EV / EBITDA | 6.0× | 8.5× | 3rd cheapest of 9 |
| Net debt / EBITDA | 0.9× | 1.0× | 6th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Asset Reconstruction Company (India) ARCIL.NS | India | $421M | n/a | +13% | 110% | 6.7× | 13.6% | +0.3% |
| Capita CPI.L | United Kingdom | $419M | -16% | -16% | 5% | 0.4× | n/a | n/a |
| Shenzhen Jiang & Associates Creative Design 300668.SZ | China | $418M | -58% | -37% | 1% | 7.1× | n/a | n/a |
| Franchise Brands FRAN.L | United Kingdom | $417M | +5% | +5% | 14% | 2.5× | 6.6% | +23.6% |
| Fusion CX FUSIONCX.NS | India | $415M | n/a | +37% | 11% | 2.3× | 22.9% | +18.1% |
| Greentown Management 9979.HK | Hong Kong | $413M | -28% | +5% | 22% | 0.4× | n/a | n/a |
| Hebei Gongda Keya Technology 301197.SZ | China | $432M | -19% | -4% | -6% | 6.7× | n/a | n/a |
| FRP Advisory FRP.L | United Kingdom | $405M | +6% | +16% | 20% | 1.6× | -10.6% | +17.5% |
| SMO ClinPlus 301257.SZ | China | $405M | -35% | 0% | 3% | 2.6× | n/a | n/a |
| YouGov YOU.L | United Kingdom | $437M | +45% | +2% | 4% | 1.2× | 16.7% | +18.6% |
| All for One A1OS.DE | Germany | $438M | +135% | -2% | -2% | 1.0× | 5.1% | +7.2% |
| Suzhou Kelida Building & Decoration 603828.SS | China | $404M | -3% | -52% | -26% | 3.8× | n/a | n/a |
| Chongqing Yuxin Pingrui Electronic 301107.SZ | China | $401M | -7% | +6% | 3% | 3.0× | 26.5% | +11.6% |
| Kaili Catalyst & New Materials 688269.SS | China | $443M | -45% | +47% | 2% | 1.4× | n/a | n/a |
| Brunel International BRNL.AS | Netherlands | $399M | -8% | -6% | 2% | 0.3× | 1.6% | +6.4% |
| Lanzhou Lishang Guochao Industrial 600738.SS | China | $445M | -16% | +2% | 36% | 4.7× | -8.0% | +1.1% |
| BBK Test Systems 301598.SZ | China | $446M | -20% | +15% | 22% | 3.1× | 8.7% | +8.6% |
| Beijing Dataway Horizon 301169.SZ | China | $447M | -41% | +10% | -8% | 7.6× | n/a | n/a |
| Pubang Landscape Architecture 002663.SZ | China | $395M | -31% | -19% | -21% | 1.1× | 15.5% | -6.0% |
| INTAGE 4326.T | Japan | $448M | +12% | +5% | 9% | 0.9× | -4.5% | +3.1% |
| Skytech 6937.TW | Taiwan | $394M | -43% | +1% | 13% | 4.9× | 21.0% | +7.3% |