| Revenue growth | Interest income rose 25% QoQ via new SPV debt on-lending. |
|---|---|
| Margins | EBITDA impacted by ₹38.95 Cr impairment on fair value adjustments. |
| Order book | Aggressive acquisition pipeline with 5-6 assets targeted from sponsor. |
| Demand visibility | Strong sector tailwinds with significant government project approvals across India. |
| Management confidence | Confident but cautious regarding competitive bidding and technical asset quality. |
Growth
Interest income grew 25% QoQ to ₹243.5 Cr, driven by SPV acquisitions and debt on-lending.
Outlook
Management reiterated a DPU guidance of ₹14.00 for the full fiscal year FY27.
Risks
Sub-standard road quality in recent national projects poses long-term maintenance cost escalation risks.
Earnings Call Transcript filed with NSE, NSE: INDUSINVIT. Summary written with AI assistance from the document.
Indus Infra Trust: key numbers
- Share price
- ₹131.91
- Market cap
- ₹8,060 Cr
- Revenue (annual)
- ₹804.3 Cr
- Net profit (annual)
- ₹481.7 Cr
- P/E (TTM)
- 16.4×Sector 35.8×
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Indus Infra Trust reported Q1 FY27 consolidated revenue of ₹3,016.58 Mn and EBITDA of ₹2,309.95 Mn. The Trust expanded its portfolio to 16 NHAI HAM projects with ₹1.23 Lakh Mn AUM.
Indus Infra Trust Q1 FY27 Results: Net Profit ₹129.4 Cr, Up 7.4% YoY
Indus Infra Trust reported revenue from operations of ₹284.8 Cr (+52.8% YoY) and net profit of ₹129.4 Cr (+7.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹129.4 Cr · +7.4% YoY