IRFC Q2 FY27 earnings call: results beat guidance, diversification on track
IRFC · price
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IRFC held an earnings call for Q2 and H1 FY27, reporting over 20% revenue growth and over 10% PAT growth, beating guidance. AUM target of about INR 5 lakh crores by FY27 end. Non railway lending margins are 2 to 3.5 times higher than railway margins of 35 bps. By 2030, target mix is 60% railways and 40% diversification. WACC held at 6.55%. Large pipeline includes Dedicated Freight Corridor, 7 high speed rail corridors, totaling over INR 20 lakh crores. Interim dividend raised to INR 1.15.
Strong results and growing non railway lending margin support double digit PAT growth. Large infrastructure pipeline gives multi year visibility.