On aug14th IRB infra announced its q1 earnings in market hours ,shares closed at 45.28Rs up1.09% NSE.
Highway Construction company IRB INFRASTRUCTURE DEV LTD announced Q1fy26 on 14th aug 2025.
IRB Infra Total consolidated income raised 10% yoy to 2,165crs from 1972crs, EBITDA at 1,018crs up 4%yoy from 976crs.However EBITDA margin from all segments at 47% declined from 51%.
Companies Toll Revenue grew 8%YoY, across Private InvIT Projects, Mumbai Pune TOT, and Ahmedabad Vadodara BOT.
Segment wise Performance
- InvIT & related assets segment significantly grew 191% yoy to 233crs from 80crs.
- Income from BOT segment up 4%yoy to 646crs from 614crs.
- Income from construction segment down 2%yoy to 1220crs from 1239crs.
Portfolio & Order Book:
- Total Order book value at 30,000crs(apporx), this includes approximately 2100crs in Engineering, Procurement, and Construction (ECC) projects.
- The Company has15,444 lane kms across 12 states, with sizable presence in BOT, TOT, and HAM projects.
Concall Update:
- Construction margins dipped due to COS(Change of Scope) and utility shifting works.
- Margins expected to be between 18-20% for HAM projects.
- Bidding for several TOT projects scheduled in September and October, pickup is expected in coming months, as per now overall industry pace remains slow.
Concall Update Source: https://www.irb.co.in/home/2025/08/14/listen-to-concall-q1fy26-august-14-2025/
Disclaimer: The above information is based on company investor presentation /publicly available sources and is not investment advice.