Q4 2025 IRB Infrastructure Developers Ltd Earnings Call Transcript

May 20, 2025 / 05:30AM GMT

Release Date Price: ₹24.86 (-1.89%)

Transcript

Key Points

Positve

IRB Infrastructure Developers Ltd (BOM:532947) achieved a 23% year-on-year total revenue growth for FY25, surpassing the national toll revenue growth of 12.5%.
The company declared a distribution of approximately INR54 crore for Q4 FY25, contributing to IRB's cash flow proportionately to its 51% holding.
The Ganga Expressway project received a grant totaling INR1,290 crores and is progressing on schedule, expected to complete on time or ahead of schedule.
India Ratings affirmed a long-term rating of AA- with a stable outlook for the company.
The total order book stands at around INR31,000 crores, with an executable EPC and O&M order book close to INR5,000 crores for the next two years.

Negative

Total consolidated income for Q4 FY25 decreased by 11% to INR2,218 crores compared to Q4 FY24.
Income from the InvIT and related segment for Q4 FY25 decreased by 23% to INR307 crores.
EBITDA for Q4 FY25 decreased by 20% to INR1,066 crores compared to the previous year.
The order inflow for the sector has been muted, with significant competition in EPC HAM projects.
The construction segment income for Q4 FY25 decreased by 17% to INR1,202 crores.

Operator

Good morning, ladies and gentlemen. Welcome to the IRB Infrastructure Developers conference call for discussing the financial results for the quarter and year ended March 31, 2025, along with the recent development. We have with us today on the call, Mr. Virendra Mhaiskar; Mr. S.S. Rana; Mr. Anil Yadav; Mr. Mehul Patel; Ms. Poonam Nishal; and Mr. Tushar Kawedia.

(Operator Instructions) Please note, the duration of the call would be 45 minutes, and any queries left unanswered after the call can be subsequently mailed to the management for educated response and resolution. Please note that this conference is being recorded.

I now hand the conference to Mr. Yadav to give an overview of the significant development during the quarter. Thank you, and over to you, sir.

Anilkumar Yadav

IRB Infrastructure Developers Ltd - Director - Investor Relations

Thank you. Good morning, everyone. I welcome all the investors and analysts to our earnings call for Q4 results of financial year '24, '25. I trust you have reviewed our detailed number and presentation

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