Q1 2026 IRB Infrastructure Developers Ltd Earnings Call Transcript

Aug 14, 2025 / 11:00AM GMT

Release Date Price: ₹22.69 (+1.29%)

Transcript

Key Points

Positve

Private toll collection increased by 10% to INR11.26 crore per day, driven by traffic growth.
Total toll collection, including IRP, rose by 8% to INR18.46 crore per day.
The acquisition of 100% equity in three SPVs was approved, expected to release INR4,905 crore in cash.
The company's order book increased to approximately INR30,900 crore, enhancing financial capability for new projects.
EBITDA for Q1 FY26 increased by 4% to INR1,018 crore, indicating improved operational efficiency.

Negative

Construction segment margins declined due to lower-margin utility shifting work and nearing project completions.
Income from construction decreased by 2% to INR1,220 crore in Q1 FY26.
Interest costs increased by 5% to INR462 crore, impacting net profitability.
Depreciation rose by 6% to INR269 crore, affecting overall profit margins.
The overall award activity in the industry remains low, affecting future project pipeline.

Operator

Good evening, ladies and gentlemen. Welcome to IRD Infrastructure Developers Conference call for discussing the financial results for the quarter ended June 30, 2025 along with recent developments. We have with us on the call today, Mr. Virendra Mhaiskar, Mr. SS Rana, Mr. Anil Yadav, Mr. Mehul Patel, Miss Poonam Nishal, and Mr. Tushar Kawedia.

(Operator Instructions) Please note that this conference is being recorded. I now request Mr. Yadav to give you an overview of the significant developments during the quarter. Thank you and over to you, sir.

Anilkumar Yadav

IRB Infrastructure Developers Ltd - Director - Investor Relations

Thank you. Good evening, everyone. I welcome all the investors and analysts to our earnings call for Q1 financial year '26. I trust you have reviewed our detailed number and presentation. I will briefly highlight the key point for the port.

The private toll collection rose to INR11.26 crore compared to INR10.25 crore per day in Q1 of FY25 registering a growth of 10% driven by the traffic growth and division in the

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