BSENational Highways Infra TrustMediumNeutral
Announced Tue, 17 Feb · 20:59 IST

National Highways Infra Trust has informed the Exchange regarding Disclosure of material issue

Board & Shareholder Meetings View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

National Highways Infra Trust (NHIT) has called its 6th Extra-Ordinary Meeting of unitholders on 12 March 2026 via video conferencing. The meeting will seek approvals for acquiring two highway stretches — Amravati-Chikhali-Tarsod and Gundugolanu-Chinna Avutapalli (the 'Round 5 Roads') — from NHAI at a base concession fee of ₹6,220.90 crore, with a total fund requirement of ₹6,521.1 crore (including ₹3,500 crore of debt). Unitholders will also vote on a preferential issue of up to 3.02 crore units to NHAI at a floor price of ₹147.50/unit, and an institutional placement of up to 20.17 crore units at the same floor price. Additional items include approval for distributions linked to the Round 5 acquisition, variation in use of ₹4.38 crore of unutilised proceeds from the earlier 2024 placement, and a revision in statutory auditor M/s A R & Co.'s remuneration.

Likely market impact

If approved, the deal will meaningfully expand NHIT's highway portfolio with an investment of roughly ₹6,500 crore, partly funded by fresh units issued to sponsor NHAI and a larger institutional placement — which could be dilutive but also accretive depending on deal pricing. Existing unitholders should watch the unit issue price closely and participate in the 12 March vote, as both the acquisition and the capital-raising plans hinge on it.