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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
₹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.

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