IRFC Q2 FY 2024-25 Financial Results Analysis

 

IRFC Q2 FY 2024-25 Financial Results Analysis

Indian Railway Finance Corporation (IRFC) has released its Q2 FY 2024-25 financial results. Here's a detailed analysis of the company's performance, highlighting key metrics and trends.

Financial Summary Table

ParticularsQ2 FY 2024-25Q1 FY 2024-25Q2 FY 2023-24YoY ChangeQoQ Change
Revenue from Operations (₹ Cr)6,763.436,899.346,736.57+0.40%-1.97%
Net Profit Before Tax (₹ Cr)1,630.661,612.651,598.93+1.98%+1.12%
Net Profit After Tax (₹ Cr)1,630.661,612.651,598.93+1.98%+1.12%
Total Comprehensive Income (₹ Cr)1,627.621,602.591,605.56+1.37%+1.56%
Debt-Equity Ratio7.817.838.69ImprovedImproved
Earnings Per Share (Basic & Diluted, ₹)1.251.231.22+2.46%+1.63%
Net Worth (₹ Cr)52,046.2651,464.1247,443.29+9.71%+1.13%
Finance Costs (₹ Cr)5,095.075,248.745,104.29-0.18%-2.93%
Impairment on Financial Instruments (₹ Cr)0.460.470.51-9.80%-2.13%

Key Highlights

  1. Revenue Trends:

    • The company reported a revenue of ₹6,763.43 crores, marking a slight increase of 0.40% YoY.

    • However, revenue declined by 1.97% QoQ, reflecting potential seasonal or project-based fluctuations.

  2. Profitability:

    • Net profit before and after tax showed stable growth of approximately 2% YoY, reaching ₹1,630.66 crores.

    • Total comprehensive income also saw consistent growth both YoY (+1.37%) and QoQ (+1.56%).

  3. Debt Management:

    • The debt-equity ratio improved to 7.81, down from 8.69 in the previous year. This reflects better financial leverage management.

  4. Cost Control:

    • Finance costs declined both YoY (-0.18%) and QoQ (-2.93%), indicating improved cost efficiency.

    • Impairment expenses also decreased, contributing positively to overall profitability.

  5. Earnings Per Share (EPS):

    • EPS increased to ₹1.25, showcasing value creation for shareholders.

Observations

  • Quarterly Revenue Decline: The decline in revenue from the previous quarter could indicate challenges such as lower lease income or reduced interest income. Monitoring upcoming quarters will help assess whether this is a recurring trend.

  • Expense Optimization: Effective management of finance costs and impairment expenses has been a significant contributor to the company’s profitability.

  • Strong Net Worth Growth: The net worth increased by 9.71% YoY, reflecting robust equity management and consistent financial performance.

Conclusion

IRFC’s Q2 FY 2024-25 results demonstrate its ability to maintain stable profitability while improving cost efficiency and debt management. Although the slight dip in revenue QoQ is a point of concern, the overall financial health remains solid. With consistent EPS growth and improved debt-equity ratios, the company continues to deliver value to its stakeholders.

Disclaimer: This analysis is based on publicly available financial data and does not constitute investment advice. Investors are advised to conduct their due diligence or consult a financial advisor before making investment decisions.

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