| 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
- ₹17.68
- Market cap
- ₹21,354 Cr
- Revenue (annual)
- ₹7,648 Cr
- Net profit (annual)
- ₹850.4 Cr
- P/E (TTM)
- 22.4×Sector 33.0×
- Promoter holding
- 30.81%+0.02% QoQ
- FII holding
- 43.87%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IRB Infrastructure Developers Ltd
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- Value
- ₹2,744 Cr
- Execution
- on or prior to September 30, 2026
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IRB Infrastructure Developers Business Update
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IRB Infrastructure Developers Business Update
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- Value
- ₹25.56 Cr
- Promoter stake change
- +0.11%
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- Value
- ₹60.94 Cr
- Promoter stake change
- +0.26%