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Investor Presentation

ICRA Investor Presentation: Key Takeaways

ICRA Q1 FY2027 revenue surged 31.2% to INR 163.4 Cr with PAT rising 32% to INR 56.5 Cr. Growth driven by Ratings and Fintellix acquisition.

Highlights
MarginsSegment results improved: Ratings (44.6 Cr) and R&A (15.6 Cr).
Demand visibilityStrong bank credit and NBFC demand; rural outlook cautious due to monsoon.

Growth

Revenue grew 31.2% YoY; PAT grew 32.0% YoY. Ratings segment revenue reached 83.8 Cr; Risk & Analytics reached 80.6 Cr.

Outlook

Budgeted GoI capex rise of 14.3% in FY2027 supports investment; focus on integration of D2K and Fintellix subsidiaries.

Risks

Downside risks from West Asia conflict, weak monsoon (~15% deficit), and back-ended rate hike possibilities dampening demand.

Last quarter's promises, checked

Delivered

  • Guided double-digit Ratings growth → delivered 13% (= BEAT)
  • Targeted Fintellix integration → delivered full stake acquisition (= BEAT)
  • Guided R&A growth via Fintellix → delivered 58.7% YoY (= BEAT)
Source

Investor Presentation filed with BSE, NSE: ICRA. Summary written with AI assistance from the document.

Read the document ↗

ICRA Ltd: key numbers

Share price
₹4,377.90
Market cap
₹4,225 Cr
Revenue (annual)
₹599.5 Cr
Net profit (annual)
₹181.5 Cr
P/E (TTM)
21.6×Sector 22.0×
Promoter holding
51.87%+0.00% QoQ
FII holding
6.90%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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