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ARCM.NS NSE (India) Investment Banking & Brokerage Services

Arcm.Ns

$69,07
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Mcap
P/E
EV / Rev
Div yield
0,71 %
Op margin
37,7 %
ROE
15,3 %
Net margin
23,7 %
Debt / equity
0,25
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Arcesium provides investment banking and brokerage services, generating revenue primarily through asset management fees and transaction-based commissions.

Business. Arcesium provides investment banking and brokerage services, generating revenue primarily through asset management fees and transaction-based commissions.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Banking & Brokerage Services
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
15,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning ARCM.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ARCM.NS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Arcesium provides investment banking and brokerage services, generating revenue primarily through asset management fees and transaction-based commissions.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Banking & Brokerage Services
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    Arcesium's capital structure is characterized by a debt-to-equity ratio of 0.25, indicating a relatively conservative leverage position. The company maintains a liquidity position of medium risk, with free cash flow of INR 397.16 million and operating cash flow of INR 315.76 million, but its net cash position is negative after subtracting total debt. This suggests that while the company generates positive cash from operations, it is not sufficient to fully offset its debt obligations.

    In terms of profitability, Arcesium's return on equity (ROE) of 15.27% and return on assets (ROA) of 7.46% are strong indicators of efficient capital utilization and asset management. These metrics are well above the industry median for investment banking and brokerage services, suggesting that the company is outperforming its peers in terms of profitability and capital efficiency.

    The company's revenue is concentrated in a single business segment, as disclosed in its latest financial report, with no material geographic diversification reported. This lack of diversification could expose the company to higher operational and market risks if its primary market experiences volatility or regulatory changes.

    Looking ahead, Arcesium's growth trajectory is expected to remain stable, with no significant revenue growth or decline projected in the current or next fiscal year. The company's capital expenditure of INR -168.17 million indicates a reduction in capital spending, which may reflect a strategic shift toward cost optimization or a focus on maintaining liquidity.

    The risk assessment highlights a medium liquidity risk and a low dilution risk. The company's diluted shares outstanding are equal to its basic shares, indicating no imminent threat of equity dilution. However, the negative net cash position after subtracting total debt is a key flag that may require closer monitoring in the coming quarters.

    Recent filings and transcripts do not indicate any material events or strategic shifts that would significantly alter the company's financial or operational outlook. The company appears to be maintaining a steady course, with no major new initiatives or risks disclosed in the latest available data.

    Key takeaways
    • Arcesium maintains a conservative debt-to-equity ratio of 0.25, indicating a relatively low leverage position.
    • The company's ROE of 15.27% and ROA of 7.46% suggest strong profitability and efficient capital use.
    • Revenue is concentrated in a single business segment, with no significant geographic diversification reported.
    • Free cash flow of INR 397.16 million supports liquidity, but the negative net cash position after debt is a key risk flag.
    • No significant revenue growth or decline is expected in the current or next fiscal year.
    • The company's capital expenditure is negative, indicating a reduction in investment activity.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $69,07
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $3.84B
    Net cash
    -$956.7M
    Current ratio
    Debt / equity
    0.2
    ROA
    7.5%
    ROE
    15.3%
    Cash conversion
    54.0%
    CapEx / revenue
    -6.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin37,7 %Above median
    Net Margin23,7 %Above median
    ROE15,3 %Best in class
    Capex / Rev-6,8 %Bottom quartile
    D/E0,25Above median
    Cash Conv0,54Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • ARCM.NS Market data — financials · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    344shares short+34.4% vs prior
    3.19days to cover
    1.7%short of daily vol
    150fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ARCM.NSCanonical
    NSE (India) · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage