National Highways Infra Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
NHIT shared its Q3 FY2026 investor presentation showing strong growth. Total revenue nearly doubled to INR 1,104 cr from INR 587 cr year-on-year, driven by the addition of Round 4 assets. EBITDA jumped to INR 939 cr (vs INR 468 cr), and PAT surged to INR 247 cr from INR 46 cr. Distribution per unit rose to INR 2.74 from INR 1.99. The trust maintains AAA rating, low leverage at 0.42x debt-to-EV, and DSCR of 2.05x. Round 5 fundraise is expected in March 2026 after NHAI offered Bundle 5 for monetization.
Strong financial performance with significant revenue and profit growth should be positive for unitholders. The upcoming Round 5 fundraise could lead to unit dilution but also expansion of the toll road portfolio, while consistent distribution growth supports the 8.05% annualized yield.