IRFC Stock Price - ₹82.65 | Financial Services

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Company insights, generated from the most recent coverage.

Massive financing requirements for railway expansion projects provide revenue visibility with sovereign-backed earnings.
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The Quarter story

The two most recent quarterly results, compared side-by-side.

IRFC expands its asset base and diversifies funding, though rising debt and narrowing margins require attention.

Assets Under Management grew from ₹4,59,802 Cr to ₹4,79,282 Cr from Q1 FY26 to Q1 FY27 — steady portfolio expansion

Net Interest Margin fell from 1.53% to 1.48% from Q1 FY26 to Q1 FY27 — squeezed core lending profitability

Lease Receivables Project Assets rose from 29.15% to 51.75% from Q1 FY26 to Q1 FY27 — clear shift toward infrastructure projects

Total Debt climbed from ₹4,04,810 Cr to ₹4,37,028 Cr from Q1 FY26 to Q1 FY27 — increased leverage to fund growth

AUM Exposure to MoR declined from 98.46% to 92.43% from Q1 FY26 to Q1 FY27 — reduced reliance on railway funding

Agreements Executed dropped from ₹50,632 Cr to ₹14,600 Cr from Q2 FY26 to Q1 FY27 — uneven deal pipeline

Return on Equity rebounded from 12.81% to 13.34% from Q4 FY26 to Q1 FY27 — maintained shareholder returns

Borrowing Mix [Bonds] slipped from 58.88% to 53.15% from Q1 FY26 to Q1 FY27 — reduced dependence on traditional bond markets

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In the news

IRFC Stock Falls 35% Despite Record Q1 Profit Amid Growth Concerns

IRFC OFS Raises ₹2,100 Crore with Strong Retail Demand, 41.39% Subscription

Government's ₹16,000 Crore PSU Disinvestment Drive: Strategy, Market Dynamics & IRFC's Comeback Bid

Stocks to Watch Today: IRFC OFS, Airtel, Vedanta, Swiggy Leadership Changes

IRFC OFS Opens for Retail Today, Oversubscribed 1.86x

IRFC's Hyderabad Metro Gamble: Beyond Railways

IRFC Shares Jump 4% on ₹13,527 Cr Hyderabad Metro Refinancing Deal

IRFC targets ₹1 trillion loan sanction milestone in FY27

IRFC Targets ₹1 Lakh Crore Loan Sanctions in FY27 Amid Record Growth

IRFC Q4 profit rises marginally to ₹1,684 cr, FY26 PAT hits record ₹7,009 cr

IRFC sanctions ₹1,000 cr loan to Maharashtra power utility

IRFC, RailTel dividend record date March 13. IRFC OFS opens

IRFC Declares ₹1.05 Second Interim Dividend, Record Date March 13

IRFC OFS closes with tepid retail participation, government opts out

Railway stocks crash after Budget 2026 allocation announcement

CEAT Schedules Board Meet on Jan 19 for Q3FY26 Results

IRFC