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IRB Infra Wins Rs 9,270 Crore NHAI TOT-17 Deal as Shares Rally

Management projects an 8–10% lift in toll revenue with contributions expected from the next full financial year.

Overview

  • IRB Infrastructure Trust received a Letter of Award from NHAI for the TOT-17 package in Uttar Pradesh for an upfront consideration of Rs 9,270 crore.
  • The bundle spans 366 km across the LucknowAyodhyaGorakhpur stretch on NH-27 and part of the LucknowVaranasi corridor on NH-731 under a 20-year revenue-linked concession.
  • The InvIT-sponsored platform will undertake tolling and operations under NHAI’s asset monetisation programme.
  • IRB says the project should close by the end of this fiscal year, with management expecting the asset to lift group toll collections by 8–10% and begin contributing from the next full fiscal year.
  • IRB Infrastructure Developers’ stock rose as much as about 7% intraday before ending roughly 3–4% higher, while the company highlighted stronger O&M execution at 25–30%, about Rs 4,000 crore slated for FY26, and net debt-to-equity of around 0.6x.