Indus Infra Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Indus Infra Trust (formerly Bharat Highways InvIT) submitted its H1 FY26 half-yearly report covering 9 road HAM assets with combined AUM of Rs. 67,372 Million. On a consolidated basis, revenue from operations grew 9.4% to Rs. 3,098.22 Million (from Rs. 2,831.53 Million), but profit after tax fell ~16.5% to Rs. 1,799.29 Million (from Rs. 2,153.96 Million), with EBITDA margin compressing from ~98.5% to ~85.5%. On a standalone basis, revenue from operations declined ~55% to Rs. 3,860.41 Million due to lower intra-group interest income. The Trust availed a fresh Rs. 5,609.60 Million term loan from Punjab National Bank (on-lent to GGBHPL), made no new asset acquisitions, and declared Rs. 6.60 per unit distribution for H1 FY26. Credit ratings of AAA/Stable were reaffirmed by CRISIL, India Ratings and CARE, with consolidated gross leverage at 31.59% and net leverage at 19.07%.
Stable leverage and AAA/Stable credit ratings support continued investor confidence, but consolidated PAT compression and absence of new acquisitions may limit near-term distribution growth. Unit price closed at ~Rs. 114, broadly stable, reflecting a balanced view of yield (~11.5% annualized) against earnings pressure.