Update shared on 01 Dec 2025
Fair value Increased 1.37%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).
- Board meeting held on November 12, 2025, to review consolidated and standalone unaudited financial results for the quarter and six months ended September 30, 2025, and to consider declaration of the second interim dividend for the 2025-26 financial year (Board Meeting Agenda).
- Board meeting on October 8, 2025, discussed investment in the units of IRB InvIT Fund via subscription in a preferential issue by the fund (Board Meeting Agenda).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ₹58.20 to ₹59.00.
- Discount Rate increased marginally from 18.28% to 18.41%.
- Revenue Growth projection improved from 9.91% to 11.58%.
- Net Profit Margin estimate increased from 5.53% to 7.22%.
- Future P/E ratio has increased significantly from 0.88x to 89.88x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
