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Asset ReconstructionIPO Review — Financials, Valuation & Peers

A data-only look at the Asset Reconstruction IPO: restated financials, valuation ratios, the RHP peer group and third-party analyst views. ipostation does not rate IPOs — nothing here is a recommendation.

Financials (₹ Cr)

Period EndedRevenuePATEBITDANet WorthTotal AssetsBorrowingsEPS (₹)
FY 2024574.11305.34416.362,462.512,795.34149.95
FY 2025623.4355.32491.882,767.83,263.82305.93
FY 2026785.08407.84588.933,079.394,460.851,205.512.55

Restated figures from the offer document. Amounts in ₹ crore; EPS in ₹ per share. FY = the 12 months ended 31 March.

KPIs & Valuation

RoNW
13.95%
Debt / Equity
0.39
EPS (pre-issue)
₹12.55
EPS (post-issue)
₹12.55
EBITDA Margin
78.21%
PAT Margin
51.95%
NAV / share
₹94.78

As of 31 Mar 2026 (latest reported period in the offer document). Market cap is computed on a post-issue basis at the upper price band.

Promoters & Shareholding

Promoters: <p>Avenue India Resurgence Pte.Ltd., State Bank of India</p>

Holding (pre-issue)
89.68%
Holding (post-issue)
78.67%
Dilution
11.01%

Analysis in brief

Margin and return profile

Beyond the headline pricing, the disclosed operating profile stands on its own numbers. Asset Reconstruction operates at an EBITDA margin of 78.21% and a net (PAT) margin of 51.95% — the share of revenue retained at the operating and the net level respectively. These are offer-document figures for the latest reported period (as of 31 Mar 2026); they describe the business as disclosed, not how the stock will trade.

Financials

In FY2026, Asset Reconstruction reported revenue of ₹785.08 crore and a net profit of ₹407.84 crore. Revenue grew from ₹574.11 crore in FY2024 to ₹785.08 crore in FY2026 (+37.0%). Net worth stood at ₹3,079.39 crore at the end of FY2026. At the upper band, that puts the issue at roughly 11.1× FY2026 earnings (P/E), a figure worth comparing against listed peers in the sector.

Promoters

The promoters of the company are <p>Avenue India Resurgence Pte.Ltd., State Bank of India</p>. Promoter holding stands at 89.68% before the issue and comes down to 78.67% after listing.

Frequently asked questions

Who are the promoters of Asset Reconstruction and what is their holding?
The promoters are <p>Avenue India Resurgence Pte.Ltd., State Bank of India</p>. Promoter holding is 89.68% before the issue and 78.67% after listing.