ilmscore | IRFC: What’s Wrong With This Stock ? | Part 4 | CA Rachana Ranade

IRFC: What’s Wrong With This Stock ? | Part 4 | CA Rachana Ranade

Published: 2025-02-21
Status: Available | Analyzed

Predictions from this Video

Total: 9
Correct: 0
Incorrect: 0
Pending: 9
Unrated: 0
Prediction
Topic
Status
IRFC is projected to have a significant portion of its Assets Under Management (AUM) allocated to non-railway financing by FY2028.
"by financial year 2028 IRFC will have a meaningful AUM portion of non-railway financing as well"
IRFC
Pending
Margins for IRFC's non-railway projects are expected to be 3 to 5 times higher than those from Indian Railway projects.
"the margins for other projects other than railways are almost 3x to 5x of what they are getting in Indian Railways."
IRFC
Pending
IRFC is permitted to fund projects that have a backward and forward linkage with Indian Railways.
"yes anything which is backward and forward linked with Indian Railways business is in RMBIT and is in my MBIT is what he says"
IRFC
Pending
Disbursements for IRFC showed a positive trend until FY22, after which there was a significant drop, with zero disbursements in FY24 and low disbursements in the first nine months of FY25.
"from 2018 to 19 to 20 to 21 the disbursements were going up very nicely 22 sudden drop 23 sudden drop 24 zero disbursements and the nine months ended data for fy2 also the disbursements are low"
IRFC
Pending
IRFC's Assets Under Management (AUM) increased steadily until FY24, after which it stagnated and showed a slight decrease in Q3 FY25 compared to FY24.
"it was nicely increasing all these assets under management 24 it almost stagnated and q3 f5 25 it is a shade lower as compared to f5 24"
IRFC
Pending
Extra Budgetary Resources (EBR) allocation for IRFC has decreased over the past six years and has been stagnant at 10,000 crores for the last two years.
"if you see the EBR allocation has gone down from 12316 crores to just 10000 crores and last two years as I mention it is stagnant at 10000 crores"
IRFC
Pending
IRFC's top-line growth is projected to be approximately 3% in the upcoming financial year, reaching around 2744 crores.
"even if we consider that the top line will go to 2744 crores by the end of the coming financial year that still translates into a growth rate of barely 3 per"
IRFC
Pending
IRFC plans to expand into two new business areas beyond railway financing.
"we are now going to venture out into two businesses other than railway businesses."
IRFC
Pending
Budget allocation for Indian Railways has seen significant fluctuations, rising from 1.6 lakh crore to peaks of 2.4-2.52 lakh crore in recent years.
"we are going to check at the budget reallocation that went from 1.6 lakh crore to 1.1 lakh crore to 1.4 lakh crore a sharp increase to 2.4 lakh 2.4 lakh crore to 2.52 lakh crore and again same at 2.52 lakh crore"
Indian Railways Budget Allocation
Pending