IRB InvIT Fund

Why is IRB InvIT Fund falling/rising?

As of 06-Aug, the stock price of IRB InvIT Fund is rising to Rs 63.87, driven by strong momentum, increased investor participation, and positive market sentiment, as it outperformed the Sensex over the past week and month. The stock is also near its 52-week high and has a high dividend yield, indicating confidence among institutional investors.

As of 06-Aug, the stock price of IRB InvIT Fund is rising, currently at Rs 63.87, reflecting a change of 0.27 (0.42%) upward. This increase can be attributed to several positive factors. Over the past week, the stock has gained 2.27%, outperforming the Sensex, which rose by only 1.32%. In the last month, the stock has risen by 4.01%, again surpassing the Sensex's 0.86% increase. Additionally, the stock has been on a consistent upward trend, gaining for the last six days and achieving a total return of 2.93% during this period.<BR><BR>The stock is also trading above its moving averages across various time frames, including the 5-day, 20-day, 50-day, 100-day, and 200-day averages, indicating strong momentum. Furthermore, there has been a notable increase in investor participation, with delivery volume rising by 23.27% compared to the 5-day average, suggesting heightened interest among investors. The stock's high dividend yield of 3.96% at the current price may also attract investors looking for income.<BR><BR>Moreover, the stock is close to its 52-week high, being only 4.77% away from Rs 67, which could indicate positive market sentiment. The high institutional holdings at 41.03% suggest that knowledgeable investors are confident in the stock's fundamentals, further supporting its upward movement. Overall, these factors contribute to the rising price of IRB InvIT Fund.

Which are the latest news on IRB InvIT Fund?

Are IRB InvIT Fund latest results good or bad?

The latest results for IRB InvIT Fund show mixed performance: while net sales increased by 69.28% year-on-year to ₹492.16 crores, net profit declined by 20.24% to ₹79.44 crores, raising concerns about profitability due to rising costs and operational challenges. Overall, the results are more negative than positive, indicating significant challenges ahead.

The latest results for IRB InvIT Fund indicate a mixed performance. On one hand, the net sales for Q1 FY27 saw a significant year-on-year increase of 69.28%, reaching ₹492.16 crores. This growth is primarily attributed to the integration of newly acquired toll road assets and improved traffic volumes. However, the net profit has declined by 20.24% year-on-year to ₹79.44 crores, which highlights a concerning trend in profitability.<BR><BR>Additionally, the operating margin has decreased from the previous year, now standing at 80.51%, down from 84.14%. The profit after tax (PAT) margin has also contracted sharply from 34.26% to 16.14%, indicating that while revenue has grown, the costs associated with servicing debt and maintaining operations have risen significantly, compressing profitability.<BR><BR>Sequentially, the results are also disappointing, with net profit down 17.77% from the previous quarter and net sales declining by 6.82%. This suggests that despite strong year-on-year revenue growth, the trust is facing challenges in maintaining profitability due to rising interest costs and operational complexities.<BR><BR>Overall, while the revenue growth is a positive sign, the decline in net profit and margins raises concerns about the sustainability of this growth in the face of high leverage and financial pressures. Therefore, the results can be seen as more negative than positive, reflecting significant challenges ahead for the trust.

Should I buy, sell or hold IRB InvIT Fund?

Has IRB InvIT Fund declared dividend?

Yes, IRB InvIT Fund has declared a 1% dividend, amounting to approximately 0.63 per share, with an ex-date of July 28, 2026. The fund has demonstrated consistent total returns across various periods, particularly benefiting from dividend returns.

IRB InvIT Fund has declared a 1% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 1%<BR>- Amount per share: 0.6304474080267559<BR>- Ex-date: 28 Jul 26<BR><BR>Dividend Yield: 3%<BR><BR>Total Returns by Period:<BR>In the last 3 months, the price return was 2.11%, the dividend return was 2.04%, resulting in a total return of 4.15%.<BR><BR>Over the past 6 months, the price return was 1.65%, the dividend return was 3.04%, leading to a total return of 4.69%.<BR><BR>In the last year, the price return was 3.93%, the dividend return was 4.11%, which combined to a total return of 8.04%.<BR><BR>For the 2-year period, the price return was -5.87%, while the dividend return was 10.28%, resulting in a total return of 4.41%.<BR><BR>Over the past 3 years, the price return was -11.38%, the dividend return was 16.29%, culminating in a total return of 4.91%.<BR><BR>In the 4-year period, the price return was 11.94%, the dividend return was 28.12%, resulting in a total return of 40.06%.<BR><BR>For the 5-year period, the price return was 6.58%, the dividend return was 41.62%, leading to a total return of 48.2%.<BR><BR>Overall, IRB InvIT Fund has declared a dividend and has shown a consistent performance in total returns across various periods, particularly benefiting from dividend returns in the longer term. The combination of price and dividend returns reflects a positive investment outlook.

What does IRB InvIT Fund do?

IRB InvIT Fund is an irrevocable trust focused on infrastructure investments in the small-cap construction industry, with a market cap of INR 7,772 Cr and reported net sales of 450 Cr and net profit of 60 Cr for December 2025. It is registered with SEBI and offers a dividend yield of 3.11%.

Overview:<BR>IRB InvIT Fund is an irrevocable trust focused on infrastructure investment, operating within the small-cap construction industry.<BR><BR>History:<BR>IRB InvIT Fund was established under the Indian Trusts Act, 1882, and is registered with the Securities and Exchange Board of India as an infrastructure investment trust. The latest quarterly results reported are for December 2025, showing net sales and profit figures.<BR><BR>Financial Snapshot:<BR>Net Sales: 450 Cr (Quarterly Results - Dec 2025) <BR>Net Profit: 60 Cr (Quarterly Results - Dec 2025) <BR>Market Cap: INR 7,772 Cr (Small Cap)<BR><BR>Key Metrics:<BR>P/E: 23.00 <BR>Industry P/E: 32 <BR>Dividend Yield: 3.11% <BR>Debt-Equity: 1.01 <BR>Return on Equity: 4.17% <BR>Price to Book: 0.95 <BR><BR>Contact Details:<BR>Address: IRB Complex Chandivali Farm, Chandivali Village Andheri (E) Mumbai Maharashtra : 400072 <BR>Tel: 91-22-66404299 <BR>Email: info@irbinvit.co.in <BR>Website: http://www.irbinvit.co.in

How big is IRB InvIT Fund?

As of 10th June, IRB InvIT Fund has a market capitalization of 7,772.00 Cr, with net sales of 1,299.48 Cr and a net profit of 335.54 Cr over the latest four quarters. Shareholder's funds are 3,806.88 Cr, and total assets amount to 12,340.40 Cr as of March 2025.

As of 10th June, <BR><BR>Market Cap: IRB InvIT Fund has a market capitalization of 7,772.00 Cr and is classified as a Small Cap company.<BR><BR>Recent Quarterly Performance: The sum of Net Sales for the latest 4 quarters is 1,299.48 Cr, while the sum of Net Profit for the same period is 335.54 Cr.<BR><BR>Balance Sheet Snapshot: The reporting period for the balance sheet is March 2025. Shareholder's Funds stand at 3,806.88 Cr, and Total Assets amount to 12,340.40 Cr.

Who are in the management team of IRB InvIT Fund?

The management team of IRB InvIT Fund includes Vinod Kumar Menon (CEO), Rushabh Gandhi (CFO), R P Singh (Chairman), and independent directors Sunil Tandon, Nikesh Jain, Anusha Date, along with Swapna Vengurlekar (Company Secretary). This team combines executive leadership with independent oversight.

The management team of IRB InvIT Fund includes the following individuals:<BR><BR>1. **Vinod Kumar Menon** - Whole Time Director & CEO<BR>2. **Rushabh Gandhi** - Executive Director & CFO<BR>3. **R P Singh** - Chairman (Non-Executive)<BR>4. **Sunil Tandon** - Independent Director<BR>5. **Nikesh Jain** - Independent Director<BR>6. **Anusha Date** - Independent Director<BR>7. **Swapna Vengurlekar** - Company Secretary & Compliance Officer<BR><BR>This team brings a mix of executive leadership and independent oversight to the fund.

Who are the peers of the IRB InvIT Fund?

Peers of the IRB InvIT Fund include NCC, Powergrid Infra, Power Mech Proj., G R Infraproject, Welspun Enterp, SG Mart, Dilip Buildcon, and ISGEC Heavy, with varying management and growth risks. The IRB InvIT Fund has a Below Average management risk and a 1-year return of -3.71%, better than NCC's -39.93% but worse than SG Mart's 38.45%.

Peers: The peers of the IRB InvIT Fund are NCC, Powergrid Infra, Power Mech Proj., G R Infraproject, Welspun Enterp, SG Mart, Dilip Buildcon, ISGEC Heavy.<BR><BR>Quality Snapshot: Excellent management risk is observed at NCC, Power Mech Proj., and ISGEC Heavy, while Average management risk is found at Powergrid Infra and Welspun Enterp. Good management risk is noted for G R Infraproject and the rest. Below Average management risk is present at IRB InvIT Fund, SG Mart, and Dilip Buildcon. For growth, Excellent growth is seen at NCC and Power Mech Proj., while Good growth is noted at Welspun Enterp and the rest. Below Average growth is found at G R Infraproject, IRB InvIT Fund, and Dilip Buildcon. Capital Structure ratings show Excellent at Powergrid Infra, Good at NCC and Power Mech Proj., Average at G R Infraproject, and Below Average at IRB InvIT Fund, Welspun Enterp, SG Mart, and Dilip Buildcon.<BR><BR>Return Snapshot: SG Mart has the highest 1-year return at 38.45%, while NCC has the lowest at -39.93%. The IRB InvIT Fund's 1-year return of -3.71% is better than NCC's but worse than SG Mart's. Additionally, the six-month return is negative for G R Infraproject, Dilip Buildcon, and ISGEC Heavy.

How has been the historical performance of IRB InvIT Fund?

The historical performance of IRB InvIT Fund shows fluctuating trends, with net sales and total operating income increasing slightly to 1,107.01 Cr in March 2025, but down from 1,441.72 Cr in March 2023. Key metrics like profit after tax decreased to 355.58 Cr, while total liabilities and assets also declined.

Answer:<BR>The historical performance of IRB InvIT Fund shows a fluctuating trend in key financial metrics over the years.<BR><BR>Breakdown:<BR>In terms of net sales, IRB InvIT Fund reported 1,107.01 Cr in March 2025, a slight increase from 1,082.80 Cr in March 2024, but a decrease from 1,441.72 Cr in March 2023. The total operating income mirrored this trend, reaching 1,107.01 Cr in March 2025, up from 1,082.80 Cr in the previous year, yet down from 1,441.72 Cr in March 2023. Operating profit (PBDIT) for March 2025 was 916.24 Cr, showing an increase from 886.04 Cr in March 2024, while profit before tax was 367.86 Cr, slightly down from 384.33 Cr in March 2024. The profit after tax for March 2025 was 355.58 Cr, down from 373.09 Cr in the previous year. The earnings per share (EPS) stood at 7.49 for March 2025, a decrease from 7.67 in March 2024. On the balance sheet, total liabilities decreased to 12,340.40 Cr in March 2025 from 12,573.93 Cr in March 2024, while total assets also decreased to 12,340.40 Cr from 12,573.93 Cr. Cash flow from operating activities was 960.00 Cr in March 2025, down from 987.00 Cr in March 2024, with a net cash outflow of 7.00 Cr for the same period. Overall, the financial performance of IRB InvIT Fund reflects a mix of growth and decline across various metrics over the years.

Who are the top shareholders of the IRB InvIT Fund?

The top shareholders of the IRB InvIT Fund include individual investors with 36.57% and foreign institutional investors (FIIs) with 45.44%, while there are no mutual funds or pledged promoter holdings involved. The majority of shares are held by non-institutional investors.

The top shareholders of the IRB InvIT Fund are primarily individual investors, who hold 36.57% of the shares. Additionally, foreign institutional investors (FIIs) have a significant stake, owning 45.44% of the shares. There are no mutual funds currently holding shares in the fund, and there are no pledged promoter holdings or specific promoters listed with the highest holdings. Overall, the majority of the shareholding is held by non-institutional investors.

When is the next results date for IRB InvIT Fund?

No Upcoming Board Meetings