FY27 DPU guidance to be provided after Q4 results
Management will provide specific DPU guidance for FY27 after closing acquisitions and Q4 results, expected around May 2026.
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Two KNR assets likely to close this quarter
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Incremental borrowing cost range 6.85%-7.1%
Management expects incremental cost of borrowings to be in the range of 6.85% to 7.1%.
FY27 DPU guidance of at least ₹14.00 per unit
Management guided a minimum DPU of ₹14.00 for FY27, up from ₹13.50 in FY26, driven by acquisitions in Q1 and Q2.
AUM addition of ~₹8,000 crore in FY27
Planned acquisition of 10-11 assets (₹4,200 crore non-GR and ₹4,000 crore from GR) to increase AUM to ~₹17,500 crore.
Equity raise of ₹3,800-4,000 crore in FY27
To fund ~40-42% of the acquisition cost, the trust plans to raise equity capital in one or two tranches during the fiscal.
DPU composition: 55-60% interest, ~40% capital repayment, 5-8% dividend
Management expects the distribution split to remain broadly similar going forward, with higher interest and capital components.