IRB Infra - On A Strong Footing: Motilal Oswal

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.We interacted with the management of IRB Infrastructure Developers Ltd. to gauge its strategy after the fund raise in FY22. The management touched upon various aspects like: the huge growth opportunity in the roads and highways segment; more projects being bid out through the built-operate-transfer toll route; andreducing competitive intensity in road tenders and steps taken by National Highway Authority of India to manage its finances. Here are the key takeaways from that interaction: Unlike most contractors, IRB Infra have not ventured into other Infra verticals. It sees ample opportunities in the road segment itself and continues to bid for projects in this segment. In terms of preference, BOT toll projects will be preferred, followed by toll-operate-transfer and hybrid annuity projects. As per IRB Infra, none of the other Infra verticals cover inflation risk better than roads. Also, regulatory and technology risk is much lower in roads as compared to other verticals like energy..Click on the attachment to read the full report:.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

IRB Infra - On A Strong Footing: Motilal Oswal

IRB Infra - On A Strong Footing: Motilal Oswal

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