Indus Infra Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Indus Infra Trust reported strong Q4 FY26 results with DPU of INR 3.50 per unit (INR 1.01 interest + INR 2.49 capital return), exceeding full-year guidance of INR 12.50 with total FY26 DPU of INR 13.50. The trust acquired 3 HAM assets from GR Infra in March 2026 at enterprise value of INR 2,639 crores, taking total assets to 13 and AUM to over INR 9,400 crores. Management guided FY27 DPU of minimum INR 14 per unit, expecting 55-60% interest, 40% capital repayment, and 5-8% dividend. The trust plans to add INR 8,000-8,500 crores of AUM in FY27 (including KNR acquisitions and GR ROFO assets), targeting INR 17,500-18,000 crore AUM by year-end. Equity raise of INR 3,800-4,000 crore is planned to fund acquisitions while maintaining debt at 57-58% of AUM. The trust also indicated plans to explore TOT (Toll-Operate-Transfer) assets from NHAI pipeline.
The trust delivered distribution ahead of guidance and raised FY27 DPU target, signaling strong growth trajectory. Aggressive AUM expansion plans with ~INR 8,000 crore target acquisitions and planned equity raise indicate dilution risk but also DPU/NAV accretion potential for existing unitholders.