Capital Infra Trus has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Capital Infra Trust reported Q2 FY26 revenue of ₹1,870.6 Mn (H1 FY26: ₹3,933.4 Mn) and EBITDA of ₹1,351.1 Mn versus a ₹630.6 Mn loss in Q1, with H1 FY26 EBITDA at ₹720.5 Mn and net profit of ₹47.1 Mn. H1 FY26 DPU came in at ₹6.86 per unit, in line with guidance, and Q2 distribution of ₹3.25 per unit (₹103.6 Cr in total) was declared with a record date of November 19, 2025. Net Debt/AUM dropped sharply from ~55% in June 2025 to ~45.6% as of November 14, 2025, helped by a ₹3,450 Mn preferential issue. Management reiterated targets of ~₹6,800+ Cr AUM in FY26 and aspirational ~₹10,000 Cr AUM by FY27E, supported by three ROFO assets expected to add over ₹2,500 Cr in AUM. The Trust holds an AAA Stable CRISIL/CARE rating and stays within SEBI leverage limits, with annuity receipts of ₹5,229 Mn tracking estimates.
Positive for unitholders — DPU is tracking guidance, leverage has been brought down materially, and a visible acquisition pipeline and multi-year AUM growth path support future distribution growth. The strengthened balance sheet reduces refinancing risk while expanding room for accretive acquisitions.