IRFC Q4 FY26 Guidance vs Delivery (IRFC Management Mirror)

Did IRFC's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Indian Railway Finance Corporation Ltd (IRFC) Q4FY26 Management Mirror - Mar-2026 Qtr

AUM & Disbursements

Management initiated Mar'27 targets, projecting disbursements to breach 35,000 crores, sanctions exceeding 75,000 crores, and total AUM crossing 5,00,000 crores by Sep'26, following earlier Sep'25 Qtr guidance of 30,000 crores in disbursements for Mar'26 and Dec'25 Qtr plans to add 3 lakh crores to AUM over five years. [Status: Initiated]

4 more themes on the ELITE plan.