IREDA Investor Presentation H1 FY27: Loan Book at 97,411 Cr

Investor Communications View source PDF Explain this filing

IREDA · 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

-2.8%Reaction day

₹106.54

prior close

₹107.81

announcement price

After-mkt

timing

Nifty Midcap 150market-1.4%-1.4% vs market

Financial Institution peers, median of 7sector-2.0%-0.8% vs sector

On the reaction day the stock moved 1.4 pts less than Nifty Midcap 150 and 0.8 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

-2.0

10m

-2.0

15m

-2.0

30m

-2.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.8-1.4-1.4-2.0-0.8

Next day

-3.7-2.2-1.5-1.8-1.9

-5.9-4.2-1.7-5.1-0.8

-4.4-3.2-1.2-4.1-0.3

-6.4pendingpending-5.1-1.4

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15d

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UpDownMarket · Nifty Midcap 150Sector · Financial Institution peers, median of 7Pending

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

AI summary

IREDA filed an investor presentation for Q2 and H1 FY27 ending Sept 2026. Loan portfolio stands at Rs 97,411 crores with borrowings of Rs 80,882 crores. Net NPA improved to 1.08 percent from 1.97 percent YoY. Gross NPA rose to 3.57 percent. EPS rose to Rs 3.17 from Rs 2.88 YoY. Interest spread declined to 2.21 percent from 2.63 percent, while net interest margin improved to 3.83 percent. Government of India holds 71.76 percent stake.

Likely market impact

Asset quality broadly steady with mixed margin signals. NIM improved YoY but interest spread compressed, a watch point for profitability.