IREDA Q3 FY26 Earnings Preview: Expectations and Share Price Outlook | Quick Digest

IREDA Q3 FY26 Earnings Preview: Expectations and Share Price Outlook | Quick Digest
IREDA's Board is scheduled to approve Q3 FY26 results on January 9, 2026. Provisional data indicates strong loan growth, with sanctions up 29% and disbursements up 44% year-on-year. Analysts anticipate positive earnings driven by the renewable energy sector.

IREDA's Q3 FY26 results scheduled for January 9, 2026.

Provisional loan sanctions grew 29% YoY to ₹40,100 crore.

Loan disbursements surged 44% YoY to ₹24,903 crore.

Loan book expanded 28% YoY, reaching ₹87,975 crore by December 2025.

Analysts expect positive earnings driven by strong loan growth.

Share price performance has been mixed, with recent gains but a yearly decline.

The Indian Renewable Energy Development Agency (IREDA) is set to announce its third-quarter (Q3 FY26) financial results, with its Board of Directors scheduled to meet on January 9, 2026, to consider and approve the audited standalone and consolidated figures for the period ended December 31, 2025. Ahead of the official declaration, provisional business updates indicate a robust operational performance. The company reported a significant 29% year-on-year (YoY) increase in loan sanctions, reaching ₹40,100 crore for the April-December period of FY26. Loan disbursements also saw a substantial rise of 44% YoY, totaling ₹24,903 crore by December 31, 2025. Consequently, IREDA's outstanding loan book expanded by 28% YoY, standing at ₹87,975 crore at the end of December 2025. Market analysts are largely optimistic, expecting positive results driven by the continued strong loan growth and stable earnings, aligning with India's accelerated push for renewable energy projects. While the company's Q2 FY26 performance showed a 42% YoY surge in profit to ₹549 crore and a 26% YoY rise in revenue, some reports suggest a moderation in growth momentum during the current quarter compared to the strong start of the fiscal year. The share price of IREDA has shown mixed trends, gaining in recent sessions but experiencing a notable decline of over 34% over the past year. Investors will also be keen on updates regarding asset quality, net interest margins (NIMs), and any timelines for Qualified Institutional Placements (QIPs) following the earnings announcement.
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