ALFA Finder| Revenue growth | FY26 income down 2% YoY; Toll revenue up 12% YoY. |
|---|---|
| Margins | EBITDA grew 4% in FY26 despite lower top-line, indicating structural improvement. |
| Order book | Portfolio of 28 highway projects with Rs. 94,000 Crs asset base. |
| Demand visibility | Positive; 1.5 million daily vehicle movements and 97% FASTag penetration. |
| Management confidence | High; management highlights successful completion of major capex and development cycles. |
Growth
PAT grew 32% for FY26 to Rs. 893 Crs; EBITDA margins improved despite declining total income.
Outlook
Transitioning to an asset manager model; toll revenues expected to drive multi-year operating leverage expansion.
Risks
Total income declined 11% in Q4 and 2% for full FY26, suggesting construction revenue slowdown.
Earnings Call filed with NSE, NSE: IRB. Summary written with AI assistance from the document.
IRB Infrastructure Developers Ltd: key numbers
- Share price
- ₹18.76
- Market cap
- ₹22,658 Cr
- Revenue (annual)
- ₹7,648 Cr
- Net profit (annual)
- ₹850.4 Cr
- P/E (TTM)
- 21.1×Sector 33.5×
- Promoter holding
- 31.18%+0.37% QoQ
- FII holding
- 43.63%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IRB Infrastructure Developers Ltd
All →IRB Infrastructure Developers Business Update
IRB Infrastructure reported October 2026 gross toll revenue of ₹836 Crore, up about 26% year-on-year, across its 24 SPVs. The filing is a monthly operating update with no new contract, financing or capital event.
IRB Infrastructure Developers Dividend
IRB Infrastructure declared an interim dividend of Rs 0.05 per share on 5 November 2026. Record date is 12 November, with payment by 4 December 2026.
IRB Infrastructure Developers Q2 FY27 Results: Net Profit ₹260.3 Cr, Up 84.9% YoY
IRB Infrastructure Developers Ltd reported revenue from operations of ₹1,897 Cr (+8.3% YoY) and net profit of ₹260.3 Cr (+84.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹260.3 Cr · +84.9% YoY
IRB Infrastructure Developers Board Meeting Date
IRB Infrastructure's board meets 05 Nov 2026 to consider Q2 results and a possible second interim dividend. Record date, if declared, is 12 Nov 2026.
IRB Infrastructure Developers Other Announcement
This is a routine quarterly shareholding pattern filing for the period ending September 30, 2026. No material business event or transaction is reported in this disclosure.
IRB Infrastructure Developers Business Update
IRB Infrastructure Developers reported monthly toll revenue of ₹773 Crore for September 2026, registering a 24% year-on-year growth. This update highlights ongoing operational performance.
- Value
- ₹773.0 Cr