I

IFCI Ltd.

IFCINSE
Market snapshot · 2026-08-10 22:16 UTC

76.02

+₹2.04 (+2.76%)

MARKET CAP

₹20.48K Cr

STOCK P/E

110.2x

52W HIGH

₹95.80

52W LOW

₹46.23

BOOK VALUE

₹33.83

EPS

₹0.69

ROE

SECTOR

Financials

GROSS NPA

0.00%

VOLUME

1.85Cr

P/B RATIO

2.25x

NET NPA

0.00%

Sector

Financials

Themes

Specialized FinancePresident of India Portfolio
₹85.73₹76.28₹66.83₹57.37₹47.92VolumeAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for IFCI.

Coverage check

Price Forecast

Current
₹76.02
High Target
Median Target
Low Target
Now₹76.02Aug '25Now12M Target
Price history (1Y)
Analyst target range

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹58.20 - ₹110.4080%
6M₹53.75 - ₹132.9180%
12M₹49.55 - ₹178.2580%
Realized vol: +49.9% · Drift: +33.7%

Revenue Forecast

₹ Cr
Mar '26Current₹265.0
Sep 2026 ETrend estimate range
High₹245.7Base₹227.5Low₹209.3
Jun '25: ₹156.0 · Sep '25: ₹178.0 · Dec '25: ₹299.0 · Mar '26: ₹265.0 · Sep '26: ₹227.5 · Dec '26: ₹382.1
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E156.0178.0299.0265.0227.5382.1
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Mar '26Current₹0.08
Sep 2026 ETrend estimate range
High₹0.05Base₹0.04Low₹0.04
Jun '25: ₹0.03 · Sep '25: ₹0.06 · Dec '25: ₹0.03 · Mar '26: ₹0.08 · Sep '26: ₹0.04 · Dec '26: ₹0.02
Jun '25Sep '25Dec '25Mar '26Sep '26 EDec '26 E0.030.060.030.080.040.02
PastCurrentTrend estimate: Low / Base / High
Analyst price target unavailable from FMP/yfinance. EPS forecast unavailable from FMP/yfinance. Analyst pillar unavailable from FMP/yfinance.
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
56%
Analyst Consensus
Unavailable

Analyst coverage unavailable

Mean upsideNot available

Fundamentals

Weakening

Fundamentals institutional score is 39 using growth durability 39.1.

Valuation

Fairly valued

Valuation institutional score is 53 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Unavailable

No usable analyst target or recommendation data was available.

Technical Structure

Strong Trend

Technicals institutional score is 80 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 5 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. technical structure provide support, while fundamentals and valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals WeakeningValuation Fairly valuedTechnical Structure Strong TrendMarket Sentiment Neutral backdrop

Key Data Points

Mean Target PriceUnavailable
Mean UpsideNot available
Technical Score80%
Fundamental Score39%
Data CoverageMedium

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 35.2% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +1.35). Confidence: 70%.

Live forward EPS implies next-12-month EPS of ₹3.52. Applying the stock's normalized valuation corridor produces a fair range of ₹227.53 to ₹313.74, with base value near ₹279.14 (+267.2% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹3.52

Forward P/E

21.6x

Base Fair Value

₹279.14

Fair Range

₹227.53 - ₹313.74

Upside To Base

+267.2%

Estimate Source

Live forward EPS

P/B
Strongly Overvalued

5Y Average

1.82

Current

2.25

Overvalued

2.10

Undervalued

1.55

P/E
Strongly Overvalued

5Y Average

54.75

Current

107.22

Overvalued

89.13

Undervalued

64.64

Peers & Comparison

Sector: Financials · Theme: Specialized Finance

Specialized Finance · Specialized Finance Peers8 peers
Avg P/E: 24.3x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
INDIAN RENEWABLE ENERGY
IREDASpecialized Finance
+23.7%46.0%
17.1x
Undervalued
-30% vs avg
-17.3%
HSG & URBAN DEV CORPN LTD
HUDCOSpecialized Finance
+9.8%90.7%
9.4x
Undervalued
-61% vs avg
-4.4%
SAGILITY LIMITED
SAGILITYSpecialized Finance
+27.6%13.0%
20.6x
Fair
-15% vs avg
-1.4%
SBFC FINANCE LIMITED
SBFCSpecialized Finance
+24.6%44.9%
21.6x
Fair
-11% vs avg
-7.9%
AUTHUM INVEST & INFRA LTD
AIILSpecialized Finance
+14.1%82.1%
30.6x
Premium
+26% vs avg
+3.7%
RAIL VIKAS NIGAM LIMITED
RVNLSpecialized Finance
+4.2%4.3%
54.9x
Premium
+126% vs avg
-31.9%
TOURISM FINANCE CORP. OF
TFCILTDSpecialized Finance
+98.3%67.8%
34.7x
Premium
+43% vs avg
+109.7%
REC LIMITED
RECLTDSpecialized Finance
+25.2%68.9%
5.7x
Undervalued
-77% vs avg
-5.2%
WHY THESE PEERS

IFCI LTD trades at a premium (110.2x vs peer avg 24.3x), implying higher growth or quality expectations from the Specialized Finance cohort. Peers include INDIAN RENEWABLE ENERGY, HSG & URBAN DEV CORPN LTD, SAGILITY LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹265 CrMar 2026

Latest net profit

₹21 CrMar 2026

Free cash flow

₹3.00 CrMar 2026

Net Profit

₹21 CrProfit conversion

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q4 '25Q1 '26Q2 '26Q3 '26Q4 '260.00 Cr75 Cr150 Cr225 Cr300 Cr
  • Revenue
  • Net income
  • Net margin %

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
Total incomeInterestOtheradjustmentsProfitbefore taxTax &minorityOtheradjustmentsNet Profit-90 Cr0.00 Cr90 Cr180 Cr270 Cr

Latest reported period: Mar 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Debt free
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-3.50K Cr0.00 Cr3.50K Cr7.00K Cr10.50K Cr
  • Free cash flow
  • Cash & equivalents

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue +35177166215383122160195223156178299265
Interest150140143144146134136132135103107104102
Expenses +371101-28341-451915829-2984264182149
Financing Profit-170-16530630281-31-134343851171214
Financing Margin %-48%-215%184%14%73%-25%-84%17%173%7%4%4%5%
Other Income +51115311411025100
Depreciation6666666666666
Profit before tax-171-17030125329-3612837930268
Tax %36%-5%72%141%34%311%3,522%308%28%75%-968%-8%-174%
Net Profit +-232-16184-10216-148-22-59273716721
EPS in Rs-1.06-0.730.38-0.050.98-0.57-0.08-0.231.010.030.060.030.08
Gross NPA %96.21%95.98%96.05%96.28%96.31%
Net NPA %82.67%83.55%79.78%80.80%81.10%
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +72.57%72.57%72.57%72.57%72.57%
FIIs +2.52%2.60%2.58%2.65%3.50%
DIIs +1.61%1.62%1.62%1.64%1.66%
Government +2.50%2.33%2.32%2.21%2.12%
Public +20.81%20.88%20.88%20.90%20.14%
Others0.03%0.03%0.01%
Jun 2026
Promoters +
FIIs +
DIIs +
Government +
Public +
Others

Events Timeline

Board Meeting Intimation for Considering And Approving The Financial Results For The Quarter Ended June 30, 2026

Jul 17, 2026PDFCompany Reports Open

Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018

Jul 07, 2026PDFCompany Reports Open

Closure of Trading Window

Jun 29, 2026PDFCompany Reports Open

Reply To Clarification Sought By Exchange

Jun 17, 2026PDFCompany Reports Open

Clarification sought from IFCI Ltd

Jun 16, 2026LinkCompany Reports Open