Capital Infra Trust Q1 FY27 earnings call; 6 asset acquisition plan outlined

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Capital Infra Trust (InvIT) Q1 FY27 earnings call: Q1 distribution INR 2.32 per unit; FY27 guidance maintained at INR 9 to 9.25. Standalone PAT INR 1,734 million. Trust identified 6 NHAI HAM assets from sponsor pipeline for acquisition covering 181 km with INR 4,871 crores bid cost; 11 more in sponsor ROFO pipeline. Leverage to rise from 41.1% to about 60%. Management expects 7-10% DPU growth in FY28.

Likely market impact

Sponsor ROFO pipeline supports portfolio growth; higher leverage planned to fund deals; FY27 distribution guidance reaffirmed.