LIC Doubles IRFC Stake on Zero NPA Strength, FII Interest

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AuthorIshaan Verma|Published at:
LIC Doubles IRFC Stake on Zero NPA Strength, FII Interest
Overview

Life Insurance Corporation of India (LIC) has more than doubled its stake in Indian Railway Finance Corporation (IRFC), now holding 2.54%. IRFC, a primary financier for Indian Railways, stands out with a zero Non-Performing Asset (NPA) record and growing assets under management (AUM). Foreign institutional investors also expanded their positions to a record level.

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IRFC: A Pillar of Indian Railways Financing

IRFC, the dedicated financial arm for Indian Railways, plays a critical role in mobilizing capital for infrastructure development. The company has maintained a strong balance sheet, reporting zero NPAs while expanding its financing operations beyond railways into allied sectors such as power, mining, and logistics. By March 31, 2026, its assets under management had grown to ₹4,75,451.25 crore.

Investor Confidence Soars

In a significant move for the public sector enterprise, Life Insurance Corporation of India (LIC) more than doubled its stake. LIC's stake rose from 1.10% on December 31, 2025, to 2.54% by March 31, 2026. Simultaneously, foreign institutional investors increased their exposure to IRFC, reaching a record 1.16% as of March 31, 2026.

Strong Stock Performance Follows

This surge in investor confidence aligns with strong market performance. IRFC shares have climbed approximately 18% in the past month, trading at a price-to-earnings multiple of 19.8 times.

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