Results for the quarter and year ended 31st March, 2026

Emphasis of matterDebt to equity above the thresholdProfit growth above 25%Results View source PDF Explain 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 reactionminutes from the announcement price · days from the prior close

-1.6%Reaction day

₹101.80

prior close

₹101.65

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

-1.4

10m

-1.2

15m

-1.0

30m

-1.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-1.6+1.2-2.7+1.0-2.5

Next day

-2.9+0.8-3.8-0.7-2.2

-3.9+0.7-4.6-3.6-0.3

-4.7+0.7-5.4-3.5-1.2

-4.4+0.9-5.4-3.5-0.9

-3.7+0.9-4.7-3.8+0.1

-1.1+2.6-3.7-1.5+0.4

15d

-5.3+0.1-5.4-0.9-4.4

-4.7+2.2-6.9-0.6-4.1

-12.9+3.0-15.9-2.9-10.1

-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 remained flat at Rs 27,284 crore vs Rs 27,152 crore. Q4 PAT stood at Rs 1,684 crore. Net worth reached a record Rs 56,749 crore, while AUM crossed Rs 4.85 lakh crore for the first time. EPS improved to Rs 5.36 from Rs 4.98. The company shifted from traditional railway financing to diversified infrastructure lending, sanctioning Rs 72,949 crore and disbursing Rs 35,067 crore. NIM improved to 1.50%. Auditors issued an unmodified opinion but included an Emphasis of Matter on recognition of lease receivables of Rs 1,64,769 crore for EBR IF projects where lease agreements are still under process as of reporting date.

Likely market impact

The company shows healthy profit growth and balance sheet expansion. However, the extremely high debt-equity ratio of 7.69 and the large lease receivable recognition (where agreements are not yet executed) warrant monitoring. The Emphasis of Matter is a standard auditor disclosure but not a qualification.