IRB Infrastructure Developers

Cash Monetization And Tenders Will Drive Bids Amid Margin Pressure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Dec 24

Updated

15 Dec 25

Views

101

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-25.4%

7D

-0.4%

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1Y

-25.4%

7D

-0.4%

You can edit this narrative until Dec 16 2:05 PM. Then, changes will post as Updates.

Author's Valuation

₹5930.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

IRB: Upcoming Board Meetings Will Support Upside Through Dividend And Trust Investment Decisions

Narrative Update on IRB Infrastructure Developers Analysts have modestly raised their price target on IRB Infrastructure Developers to ₹59.00 per share, reflecting a slightly higher required return while maintaining stable assumptions for growth, margins, and future valuation multiples. What's in the News Board meeting scheduled for November 20, 2025 to consider and approve an Invitation to Offer to be issued to IRB InvIT Fund, the company sponsored publicly listed infrastructure investment trust (Key Developments).

Shared on 01 Dec 25

Fair value Increased 1.37%

IRB: Upcoming Board Meetings Will Support Momentum Through Dividend And Fund Initiatives

Analysts have raised their price target for IRB Infrastructure Developers from ₹58.20 to ₹59.00, reflecting improved outlooks on revenue growth and profit margin forecasts. What's in the News Board meeting on November 20, 2025, to consider and approve an invitation to offer to be issued to the IRB InvIT Fund, a publicly offered and listed InvIT sponsored by the company (Board Meeting Agenda).

Shared on 17 Nov 25

Fair value Decreased 3.80%

IRB: Upcoming Board Meeting Will Drive Positive Momentum For Shareholders

Analysts have revised their fair value estimate for IRB Infrastructure Developers downward from ₹60.50 to ₹58.20. This change is based on updated assessments of revenue growth and profit margins.

Shared on 01 May 25

Fair value Increased 3.00%

Shared on 23 Apr 25

AnalystConsensusTarget has increased profit margin from 5.9% to 6.6% and decreased future PE multiple from 105.8x to 94.8x.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 3.94%

AnalystConsensusTarget has decreased revenue growth from 11.3% to 8.8%.

Shared on 02 Apr 25

Fair value Decreased 4.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 3.86%

AnalystConsensusTarget has decreased profit margin from 18.7% to 5.9%, increased future PE multiple from 33.3x to 104.3x and decreased shares outstanding growth rate from 0.0% to -0.0%.

AnalystConsensusTarget Fair Value

₹59

30.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

10.08%

Construction revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

18.49%

Calculation

₹6.96b

Earnings '28

x

90.11x

PE Ratio '28

=

₹626.85b

Market Cap '28

₹626.85b

Market Cap '28

/

6.38b

No. shares '28

=

₹98.19

Share Price '28

₹98.19 Share Price '28

Discounted to 2025 @ 18.51% p.a.

=

₹58.99

Fair Value '25