Indian Railway Finance Corporation Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IRFC reported strong FY26 results: ~INR74,000 Cr sanctioned assets, ~INR35,000 Cr disbursed, surpassing guidance. Revenue and PAT (over INR7,000 Cr) hit historical highs; Net Worth exceeded INR56,000 Cr, AUM reached INR4.85 lakh Cr. Management is confident in 'IRFC 2.0' diversification, targeting double-digit growth in top line, bottom line, EPS, and NIM for FY27. New business offers 100-120 bps margins, boosting overall NIM. IRFC expands into linked infrastructure projects, cherry-picking high-quality CPSEs and state government assets to maintain zero NPA, ensuring cheaper borrowing and sustained growth.