Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

IRB Infrastructure Developers Investor Presentation: Key Takeaways

IRB reported strong Q1FY27 results with 51% YoY PAT growth, transitioning from a hybrid developer to a Sponsor + O&M platform focused on capital efficiency and InvIT structures.

Guidance and delivery
Management target Net Profit 25.0% FY30
Highlights
Revenue growth26% YoY growth in group toll collections.
MarginsEBITDA margin improved to 57% from 47% YoY.
Order bookTotal order book stands at INR 441 billion.
Demand visibilityStrong Govt monetization pipeline of ~INR 4.4 trillion.

Growth

Revenue stable at INR 21,727 million; PAT increased 51% to INR 3,063 million. Toll revenue grew 26% YoY.

Outlook

Targeting PAT CAGR of 25% and net debt reduction to 0.0x by FY30. Road AUM to reach INR 1,400 bn.

Risks

Construction segment revenue declined 21% YoY; interest cost sensitivity remains a key factor despite recent refinancing.

Source

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

Read 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

All →
23:18 IST BSE
Merger & Restructuring

IRB Infrastructure Developers Merger & Restructuring Worth ₹2,744 Cr

IRB Infrastructure Trust, an associate, executed a share purchase agreement to sell 100% equity of SYTL and CGTL to IRB InvIT Fund for ₹2,744 crore.

Value
₹2,744 Cr
Execution
on or prior to September 30, 2026
18:58 IST BSE
Annual General Meeting

IRB Infrastructure Developers Annual General Meeting

IRB Infrastructure Developers Limited held its 28th Annual General Meeting on September 22, 2026, and announced the voting results for all resolutions.

18:06 IST BSE
Business Update

IRB Infrastructure Developers Business Update

IRB Infrastructure Developers Ltd's board approved the monetization of non-core assets, involving the phased development of land parcels owned by its wholly-owned subsidiaries.

17:06 IST BSE
Business Update

IRB Infrastructure Developers Business Update

IRB Infrastructure Developers reported August 2026 toll revenue of ₹807 Crore. The company highlighted sustained traffic growth and anticipated positive momentum in the coming months.

18:14 IST BSE
Promoter Buying

IRB Infrastructure Developers Promoter Buying: ₹25.56 Cr

IRB Holding Private Limited, part of the promoter group, acquired 12,891,600 shares of IRB Infrastructure Developers Ltd via market purchase for ₹25.56 Crore.

Value
₹25.56 Cr
Promoter stake change
+0.11%
20:13 IST BSE
Promoter Buying

IRB Infrastructure Developers Promoter Buying: ₹60.94 Cr

Promoter Group entity IRB Holding Private Limited acquired 3,15,00,000 shares in three tranches via open market purchases for a total of ₹60.94 Crore.

Value
₹60.94 Cr
Promoter stake change
+0.26%