IRFC Feb-25

What strategic action is IRFC taking to recalibrate its growth plans after a period of high debt-to-equity mix?

How does the leasing model directly contribute to IRFC's Profit After Tax (PAT)?

What advantage does IRFC have due to its tax-free status under the Government of India's IT rules?

What was the outcome of IRFC's participation in an open bid for a coal mining development project?

What is IRFC's stated motto regarding funding railway-related infrastructure projects?

What is the significance of the five-year moratorium projects until FY '28 for IRFC?

Beyond direct leasing to Indian Railways, what strategic move is IRFC undertaking to diversify its business?

What does IRFC's management emphasize as a key aspect of their operational philosophy?

According to Manoj Kumar Dubey, what is more important for investors than the top line?

What strategy does Manoj Kumar Dubey mention to increase profitability even if AUM growth is not steep?

Manoj Kumar Dubey mentions that the company has been selected as the lowest bidder for which project?

Besides the project worth over Rs. 3,000 crores, what other deal does Manoj Kumar Dubey mention?

What is Mohit Jain's primary concern regarding the railway sector, based on the conversation?

What does Manoj Kumar Dubey imply when he says, '...even if my AUM is not growing in that steep level, my PAT will be growing?'

What does Manoj Kumar Dubey mean when he says that his top line comes from Railways "where numbers may be bigger, but yield is lesser"?

If a company focuses on shifting its Asset Under Management (AUM) towards assets yielding 200 bps higher returns than current assets while keeping the AUM stable, what is the likely impact on its financial performance?

What is the approximate current AUM mix of the non-Railways business for the Indian Railway Finance Corporation (IRFC)?

Why was IRFC able to win the bid for the coal block project?

What margin does IRFC get from its Railways business?

What multiple of margin, compared to the Railways business, does IRFC expect to achieve from the coal block project?

How does IRFC determine when to tap into the market for opportunities?

Why does IRFC consider its success in the open bid for the coal block project significant?

What is the implication of IRFC having access to cheaper funds compared to other NBFCs and banks?

What is a likely spread quoted by peer NBFCs, according to the conversation?

According to Manoj Kumar Dubey, what is the company's strategy in the railway ecosystem?

What does Manoj Kumar Dubey mean by 'backward-forward linkages' in the context of the railway business?

Manoj Kumar Dubey mentions a 'very huge parcel of the business'. What opportunity does he refer to?

According to Ritika Dua, what is the status of the proposed expansion into non-railway businesses regarding necessary approvals?

Considering the company's 40-year history, what new direction is Manoj Kumar Dubey referring to?

Why does Ritika Dua mention the 'ambit of IRFC' in her question?

Which factor is NOT mentioned as contributing to the excitement about expanding the company's business?

What is implied about the company's rate quoting strategy?

According to the CFO, what is expected to happen regularly with the company's Net Interest Margin (NIM) and Profit After Tax (PAT)?

What strategic change in the company's business is mentioned, and what impact is anticipated from this change?

What is the company's perspective on its dependence on funding from the Railways (EBR), and how is the company planning to address it?

What guidance does the management provide regarding specific financial figures or targets for the upcoming quarters?

What is the management's outlook for FY '25-'26, and what factors contribute to this expectation?

What should an individual do to ask a question during the conference call?

What role does DAM Capital Advisors Limited play in the conference call?

Which of the following best describes the company's future business approach?

According to Manoj Kumar Dubey, what is the anticipated future focus regarding financial performance, particularly after FY '28?

What was Kamal Mulchandani's primary concern regarding the impact of new business ventures on IRFC's overall financial performance?

What is Manoj Kumar Dubey's response regarding providing specific numbers related to the mix of business ventures?

What makes the National Gati Shakti program particularly exciting for IRFC, according to Manoj Kumar Dubey?

According to Manoj Kumar Dubey, what specific aspect of the National Gati Shakti program needs further clarification before IRFC can fully commit?

What is the estimated increase in business value when IRFC undertakes projects outside of the railway sector, compared to projects within the railway sector?

Besides the eastern and western dedicated freight corridors, what other potential areas does Manoj Kumar Dubey mention for future Gati Shakti projects?

How does Manoj Kumar Dubey suggest one might estimate the impact of the changing business mix on financial performance?