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IRB Infrastructure Developers Limited (IN:IRB)
:IRB
India Market
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IRB Infrastructure Developers Limited (IRB) AI Stock Analysis

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IN:IRB

IRB Infrastructure Developers Limited

(IRB)

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Neutral 53 (OpenAI - Gpt-5.6Sol)
Rating:53Neutral
Price Target:
₹19.00
▼(-3.16% Downside)
Action:Reiterated
Date:08/22/26
The score is held back primarily by weak technicals (below all major moving averages with negative MACD and very oversold momentum). Financials are solid but not top-tier: strong operating margins and improving leverage are offset by FY2026 revenue decline, volatile net profitability, and weak cash conversion. Valuation appears neutral with a modest dividend yield and a mid-to-high P/E.
Positive Factors
Strong operating profitability
High EBITDA and EBIT margins indicate that IRB retains substantial profitability from its infrastructure and concession activities. If sustained through disciplined execution and cost control, this provides resilience against input-cost pressure and supports funding for future projects.
Negative Factors
Revenue contraction
The recent revenue decline points to weaker project activity, execution timing or operating-asset growth. Persistent contraction could reduce scale benefits, limit cash generation and weaken IRB’s ability to offset its substantial fixed financing and maintenance obligations.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong operating profitability
High EBITDA and EBIT margins indicate that IRB retains substantial profitability from its infrastructure and concession activities. If sustained through disciplined execution and cost control, this provides resilience against input-cost pressure and supports funding for future projects.
Read all positive factors

IRB Infrastructure Developers Limited (IRB) vs. iShares MSCI India ETF (INDA)

IRB Infrastructure Developers Limited Business Overview & Revenue Model

Company Description
IRB Infrastructure Developers Limited, established in 1998 and headquartered in Mumbai, India, specializes in the comprehensive development, construction, operation, and maintenance of roads and highways across India, primarily under the Build-Ope...
How the Company Makes Money
IRB makes money through two principal channels: (1) project execution income from building infrastructure, and (2) operating income from road assets it develops and runs under long-term concessions. 1) Construction / EPC and project services reve...

IRB Infrastructure Developers Limited Financial Statement Overview

Summary
Strong operating profitability (FY2026 EBITDA margin ~45%, EBIT margin ~27%) and improving leverage (debt-to-equity ~1.0 vs higher in prior years) are positives. Offsetting this, FY2026 revenue contracted ~9% and net margin swung sharply (to ~13% from an unusually high ~92% in FY2025), indicating earnings volatility. Cash flow is positive (FY2026 FCF ≈13.7B) but cash conversion is weak (operating cash flow ~56% of net income) with a volatile history.
Income Statement
62
Positive
Balance Sheet
58
Neutral
Cash Flow
55
Neutral
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue65.20B70.62B74.09B64.02B58.04B
Gross Profit21.55B39.63B41.06B39.02B34.23B
EBITDA41.45B30.51B33.28B32.27B27.94B
Net Income8.50B64.81B6.06B7.20B3.61B
Balance Sheet
Total Assets540.54B538.96B449.20B427.66B425.67B
Cash, Cash Equivalents and Short-Term Investments20.92B34.62B4.98B32.27B18.46B
Total Debt200.27B205.99B186.53B167.48B166.97B
Total Liabilities331.05B340.69B311.76B293.87B300.01B
Stockholders Equity209.49B198.27B137.45B133.79B125.66B
Cash Flow
Free Cash Flow13.66B18.59B38.15B13.33B-10.25B
Operating Cash Flow20.98B19.71B40.54B17.64B3.64B
Investing Cash Flow-9.10B3.75B-36.45B-6.50B-15.53B
Financing Cash Flow-27.02B-7.20B-4.77B-8.61B5.89B

IRB Infrastructure Developers Limited Technical Analysis

Technical Analysis Sentiment
Negative
Last Price19.62
Price Trends
50DMA
20.22
Negative
100DMA
20.75
Negative
200DMA
20.84
Negative
Market Momentum
MACD
-0.34
Positive
RSI
29.75
Positive
STOCH
5.15
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:IRB, the sentiment is Negative. The current price of 19.62 is above the 20-day moving average (MA) of 19.54, below the 50-day MA of 20.22, and below the 200-day MA of 20.84, indicating a bearish trend. The MACD of -0.34 indicates Positive momentum. The RSI at 29.75 is Positive, neither overbought nor oversold. The STOCH value of 5.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:IRB.

IRB Infrastructure Developers Limited Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
57
Neutral
₹744.78M2.687.31%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
53
Neutral
₹228.64B23.840.79%-14.25%-85.33%
45
Neutral
₹1.45B-0.80-28.52%-208.05%
42
Neutral
₹467.32M-21.67439.66%-100.16%
39
Underperform
₹1.25B-0.0445.58%-2546.82%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IN:IRB
IRB Infrastructure Developers Limited
18.93
-3.38
-15.16%
IN:ARSSINFRA
ARSS Infrastructure Projects Limited
54.84
6.84
14.25%
IN:BRNL
Bharat Road Network Ltd.
17.28
-3.23
-15.75%
IN:GAYAHWS
Gayatri Highways Ltd.
1.95
0.10
5.41%
IN:IL&FSTRANS
IL&FS Transportation Networks Limited
2.03
-1.27
-38.48%
IN:NOIDATOLL
Noida Toll Bridge Co. Ltd.
4.00
0.19
4.99%

IRB Infrastructure Developers Limited Corporate Events

IRB Infrastructure Wins Shareholder Approval For Extension Of Project SPV Agreements
Aug 3, 2026
IRB Infrastructure Developers Limited has disclosed the results of a postal ballot conducted via e-voting among its shareholders in line with Indian company law and securities listing regulations. The ballot sought approval for an ordinary resolut...
IRB Infrastructure Sets Board Meet and Record Date for Possible Interim Dividend
Jul 27, 2026
IRB Infrastructure Developers Limited, a key player in India’s road and highway infrastructure sector, develops, operates and maintains toll-based projects under public-private partnership models. Its earnings and dividend capacity are close...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 22, 2026