BSECube Highways TrustMediumNeutral
Announced Wed, 11 Jun · 12:34 IST

Cube Highways Trust has informed the Exchange regarding Disclosure of material issue

Regulatory & Legal View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Cube Highways Trust has submitted the annual Traffic Due Diligence Report for the Ghaziabad-Aligarh Expressway (GAEPL), a 125.175 km six-lane stretch on NH 91 in Uttar Pradesh, prepared by Steer Davies Gleave India as part of the 'Transit 9' fair market valuation exercise. The report covers FY25YTD (Apr'24-Jan'25) tollable traffic of 21,755 vehicles at TP1 Luharli (up 14.1% YoY) and 11,351 at TP2 Somna (up 13.5%). Combined revenue for FY25YTD stood at ₹288.5 crore, with Average Daily Debt Collection (AADC) rising 22.9% to ₹100 lakh. The asset's concession has been extended to FY40, and a new 16-lane toll plaza at Luharli is under construction, expected to be operational by Q3 FY26.

Likely market impact

This is a routine regulatory disclosure tied to the InvIT's annual valuation exercise, not a material business event. The data shared is largely historical and already reflected in prior filings; investors should focus on the embedded forward-looking traffic and revenue forecasts, which will influence the trust's unit valuation rather than near-term unit price action.