Intelligent Supply Chain Infrastructure Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Intelligent Supply Chain Infrastructure Trust (ISCIT), a Reliance Retail-sponsored InvIT, submitted its half-yearly report for H1 FY26 (ended September 30, 2025). Standalone revenue from operations stood flat at ₹297.37 crore, matching H1 FY25, with profit at ₹166.71 crore (vs ₹166.54 crore). The Trust holds 100% of ISCIMPL, which operates 68 warehouses spanning 13.2 million sq ft across 30+ cities. ISCIMPL reported consolidated revenue of ₹699.86 crore for the half year. NAV per unit stood at ₹99.82 (fair value). The Trust made four distributions totaling ₹169.26 crore to unitholders, exceeding the 90% NDCF payout requirement. CARE AAA; Stable issuer rating was reaffirmed, with borrowings unchanged at ₹5,050 crore (ISCIMPL) and ₹2,122 crore (Trust). No material litigation, asset changes, or regulatory issues were reported.
Routine regulatory half-yearly filing with steady operating performance. Investors can note flat top-line, consistent distributions, strong AAA credit rating, and no negative developments. The InvIT trades infrequently (only 10 trades in 6 months), which may limit liquidity for unit holders.