Stock under Rs 50 & Rs 33,600 crore order book: Road construction company reports 11 per cent rise in toll revenue

DSIJ Intelligence-1 / 08 Oct 2025/ Categories: Mindshare, Trending

The stock is up by 4.7 per cent from its 52-week low of Rs 40.54 per share and has given multibagger returns of 280 per cent in 5 years.

IRB Infrastructure Developers Ltd and the IRB Infrastructure Trust have reported a strong year-on-year growth in toll revenue. The collective toll revenue for both entities in September 2025 was Rs 557 crore, marking an 11 per cent rise compared to Rs 502 crore in September 2024. This consistent increase highlights the robust performance of these major players in the Indian transport infrastructure sector.

The parent company, IRB Infrastructure Developers Ltd (IRB), is India’s first Integrated Multi-National Transport Infrastructure Developer specialising in Roads & Highways. It holds key ISO Certifications for Quality, Environment Management, Occupational Health and Safety, and IT Security. IRB has an asset base of approximately Rs 80,000 crore across 12 states, making it the largest integrated private toll roads and highways infrastructure developer in India.

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In its over 25 years of existence, the IRB Group has a strong track record of developing around 19,000 Lane Kms across India, with 15,500 Lane Kms currently operational. The group maintains a significant market presence, commanding about a 33 per cent share in the Toll-Operate-Transfer (TOT) space and a 14 per cent share in the prestigious Golden Quadrilateral Project. It also accounts for 12 per cent of India’s North-South highway connectivity.

The current project portfolio of the IRB Group, which includes its Private and Public InvITs, consists of 26 road projects. This portfolio is diversified across various models, comprising 18 Build-Operate-Transfer (BOT), 4 TOT, and 4 Hybrid Annuity Model (HAM) projects. This follows the successful completion and handover of 13 previous concessions to nodal agencies.

The company has a market cap of over Rs 25,000 crore. As of June 2025, LIC owns a 4.10 per cent stake in the company and has an Order Book worth Rs 33,600 crore as of July 04, 2025. The stock is up by 4.7 per cent from its 52-week low of Rs 40.54 per share and has given multibagger returns of 280 per cent in 5 years.

Disclaimer: The article is for informational purposes only and not investment advice.