NSE · Industrials · Infrastructure Operations
EPS came in at 0.25 against a street estimate of 0.20 — a beat of 25.0%.
with an average price target of ₹27.90.
CONFIDENT Q1 FY27 showed strong operational momentum: 26% YoY toll growth across combined portfolio, 87% InvIT income jump, and INR 102cr distribution from Private InvIT (up 278% YoY). Balance sheet improved via INR 11,000cr refinancing at 160bps cost reduction. Construction revenue fell 21% due to project completions; O&M now driving growth. No new orders won in Q1; TOT-2021/22 delayed to late August. Q1 FY27 Wholly-owned portfolio grew 13% YoY. Combined portfolio (subsidiary, Private, Public InvIT) daily toll collection +26% YoY to INR 27cr. Analysts pressed on order pipeline (none in Q1), TOT-2021/22 delays, and long-term toll growth sustainability. Management confirmed second-half seasonality, reiterated focus on TOT over HAM/EPC, and cited robust traffic momentum insulating from geopolitical risks. 2026-07-30…
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