Indus Infra Trust

Indus Infra Trust reported Q4 FY26 consolidated revenue from operations of ₹187.94 croreCurrent reported value: ₹187.94 crore. No comparable prior figure is available in the source record. and PAT of ₹106.28 croreCurrent reported value: ₹106.28 crore. No comparable prior figure is available in the source record.. The trust declared a DPU of ₹3.50Current reported value: ₹3.50. No comparable prior figure is available in the source record., bringing FY26 total DPU to ₹13.50Current reported value: ₹13.50. No comparable prior figure is available in the source record., exceeding the initial guidance of ₹12.50. Key drivers included the acquisition of three HAM assets from GR Infraprojects in March 2026, expanding the portfolio to 13 assets with an AUM of over ₹9,400 crCurrent ₹9,400 Cr. Reported change: +₹2,639 Cr QoQ.ore. Management guided for FY27 DPU of at least ₹14.00Current reported value: ₹14.00. No comparable prior figure is available in the source record., supported by planned AUM addition of ~₹8,000 crore through 10-11 assets (including four from KNR Constructions and five to six from GR). The trust plans to raise equity of ₹3,800-4,000 crore to fund growth while maintaining a conservative debt-to-AUM ratio. A key risk is intense competition for quality HAM assets, which could pressure acquisition pricing and yield.