GMR Airports Ltd. is poised for a potential price surge to ₹100, following a strong Q4 performance and an optimistic FY26 outlook, according to Jefferies.
Key Financial Highlights & Growth Drivers
- Q4 EBITDA: ₹1,010 crore (↑24% YoY, beating ₹940 crore estimates)
- Passenger Traffic Growth: 10% increase
- Non-Aeronautical Revenue: 13% growth
- FY25 EBITDA Growth: 27% YoY, projected to accelerate to 45% in FY26
- New Tariffs at DIAL: Effective April 16, 2025, boosting revenue visibility
Jefferies’ Revised Price Target & Market Sentiment
Jefferies has raised its price target for GMR Airports from ₹92 to ₹100, implying a 15% upside potential. The brokerage firm cites multiple tailwinds, including:
- Consistent air traffic growth
- Rising travel retail revenues
- Upward revision in aero tariffs
- Real estate monetization opportunities
Expansion Plans & Debt Management
GMR Airports plans to increase gross debt by ₹2,400 crore, including ₹1,700 crore for Bhogapuram Airport capex and ₹600–700 crore for standalone GAL operations. However, higher aero tariffs and internal accruals are expected to offset debt impact.
Future Outlook & Investor Confidence
Starting Q2 FY26, GMR Airports will manage duty-free operations at Delhi and Hyderabad airports, further strengthening its revenue streams. Analysts remain bullish on GMR, with three out of four analysts recommending a ‘Buy’ rating.
With strong financial momentum and strategic expansion, GMR Airports is set for sustained profitability, making it a key stock to watch in the aviation sector.
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