Press Release : Results for FY 25-26

Emphasis of matterProfit growth above 25%Debt to equity above the thresholdResults View source PDF Explain this filing

IRFC · price

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Price reactionminutes from the announcement price · days from the prior close

-1.6%Reaction day

₹101.80

prior close

₹100.67

announcement price

In-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+1.2%-2.7% vs market

Financial Institution peers, median of 7sector+1.0%-2.5% vs sector

On the reaction day the stock moved 2.7 pts less than Nifty 100 and 2.5 pts less than its Financial Institution peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

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15m

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Sessions after the filingfrom the prior close

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Reaction day

-1.6+1.2-2.7+1.0-2.5

Next day

-2.9+0.8-3.8-0.7-2.2

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15d

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-14.0+4.7-18.7-3.3-10.7

UpDownMarket · Nifty 100Sector · Financial Institution peers, median of 7Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

IRFC reported its highest-ever PAT of Rs 7,009.17 crore for FY26, up 7.80% from Rs 6,502 crore in FY25. Total income grew marginally to Rs 27,338 crore from Rs 27,156 crore. EPS improved to Rs 5.36 from Rs 4.98. The company maintained zero NPA status and achieved record AUM of Rs 4.85 lakh crore with total assets crossing Rs 5 lakh crore. Net worth reached Rs 56,749 crore, while NIM improved to 1.50%. The company is diversifying from traditional railway financing into metro, ports, power, and fertilizer sectors, having sanctioned Rs 72,949 crore and disbursed Rs 35,067 crore during the year. The auditor issued an unmodified opinion.

Likely market impact

The strong PAT growth and record AUM signal successful diversification strategy execution. The emphasis of matter on Rs 1.65 lakh crore lease receivables recognition (pending formal lease agreements) warrants monitoring. The high debt-equity ratio of 7.69 remains a concern for risk-conscious investors.