Capital Infra Trus has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Capital Infra Trust (InvIT) reported Q3 & 9M FY26 results highlighting a ~57% QoQ jump in assets under management to ₹67,329 million, driven by the acquisition of 3 HAM road assets (JRR Highways, Hasanpur–Bakhtiyarpur, Champa–Korba), taking the portfolio to 12 HAM assets spanning ~847 km across 8 states. NAV per unit rose 7.2% to ₹72.31 during the quarter. However, quarterly earnings softened materially — Q3 total income was broadly flat at ₹1,818.7 million, but EBITDA fell sharply to ₹478.4 million versus ₹1,351.1 million in Q2, and net profit dropped to ₹107.6 million from ₹784.3 million. The Trust declared a distribution of ₹2.34 per unit for Q3 (vs ₹3.3 in Q2), raised ₹12,500 million via QIP and ₹3,450 million via preferential issue, and improved Net Debt/EV to 43.3%.
The 57% AUM expansion and accretive acquisitions are positive for long-term growth and NAV, but the steep QoQ decline in EBITDA, profit and per-unit distribution signals near-term earnings pressure that could weigh on unit price and investor sentiment in the short term.