IRFCNSEINDIAN RAILWAY FIN CORP L· -MediumNeutral
Announced Thu, 6 Aug · 18:27 IST

IRFC Q1 FY27 earnings call: NIM target 1.6 percent, AUM to touch INR5 lakh cr by FY27 end

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

IRFC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.9%1-day move
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AI summary

IRFC filed Q1 FY27 earnings call transcript. CMD reiterated guidance: AUM to reach around INR5 lakh crores by FY27 end versus INR4.84 lakh cr last year. Disbursement set to surpass INR35,000 crores from last year. NIM targeted above 1.6 percent by FY27 end versus 1.48 percent in Q1, with a 2 percent NIM goal by 2030. Highlighted INR20 lakh cr pipeline from high-speed rail and DFCCIL projects, plus INR20-30K cr yearly potential from metro and rapid rail. Zero NPA maintained.

Likely market impact

Reaffirmed growth guidance on AUM, disbursement, and NIM expansion; strong multi-year pipeline supports medium-term outlook for the stock.