BSEIndiGrid Infrastructure TrustMediumNeutral
Announced Thu, 12 Feb · 18:45 IST

Indigrid Infrastructure Trust has informed the Exchange regarding Disclosure of material issue

Order Pipeline DisclosedInvestor Communications View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

IndiGrid reported Q3 FY26 revenue of ₹8,622 Mn, up 11.7% YoY, with EBITDA at ₹7,843 Mn (up 13% YoY), reflecting margin flow-through from newer projects. Quarterly DPU was declared at ₹4.00, up 6.7% YoY and in line with the FY26 full-year guidance of ₹16.00. Key actions during the quarter included a ₹1,500 crore institutional placement (oversubscribed ~2x), signing of an SPA to acquire Gadag Transmission from ReNew Power for ~₹372 crore, and definitive agreements with EnerGrid for a 125 MW/500 MWh BESS project and a ~180 ckms transmission asset. AUM stood at ₹328 billion with Net Debt/AUM reducing to ~56.5% post the equity raise (from 61.0%). Weighted average transmission availability was 99.77% and solar CUF was 21.6%.

Likely market impact

Strong revenue and EBITDA growth, coupled with rising DPU, support the InvIT's yield proposition for unitholders, while the post-placement deleveraging and a sizable bid pipeline of ~₹1,57,000 crore provide meaningful growth visibility ahead.