Anantam Highways Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Anantam Highways Trust submitted its Q4 FY26 investor presentation. The Trust reported Q4 total revenue of Rs 2,245 million with EBITDA of Rs 2,026 million. Distribution for Q4 FY26 was Rs 2.50 per unit (Rs 544 million total), comprising Rs 0.41 interest, Rs 2.08 dividend, and Rs 0.003 other income per unit. The Trust has an AUM (EV) of Rs 43,827 million, NAV of Rs 115.80, market cap of Rs 22,535 million, and AAA/Stable credit rating. Debt stands at Rs 21,048 million with a healthy Debt/EV ratio of 42.44%. The Trust proposes to acquire 7 additional NHAI HAM assets under ROFO arrangement from Dilip Buildcon and Alpha group in June and December 2026, which will double the portfolio from 7 to 14 assets and increase AUM to approximately Rs 91,657 million.
The Trust demonstrates solid operational performance with consistent distributions and strong credit rating. The announced acquisition pipeline doubling the portfolio provides clear growth visibility, though unit holders should note the dilution risk from unit swaps used for acquisitions.