Analysis published 29 Jul 2026

AI-generated · cited to primary sources · not investment advice

Northern ARC (544260) Jan 2026 Filing Analysis

01 · Management Credibility

Does management do what it says?

In progressRBI Digital Lending Guidelines Reshaping Distribution
60/100

The D2C mix reached 64% in Q1FY27, an improvement of 1,038 bps YoY, bringing it very close to the 65% target. (1 in progress across 1 tracked commitment)

Expand NuScore Offering to not just MFIs, but also to NBFCs, SFBs, Consumer Durables, etc.

Northern ARC · Investor PPT · Jan 2026 · p.29

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