INDUSINFRATRUST / language trends

Read confidence between the lines.

Indus Infra Trust · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q3-FY26 · Amit Kumar Singh

The equity IRR for KNR assets is a little higher than the GR assets which are around 12%.

tracked

Q3-FY26 · Amit Kumar Singh

We are trying that two of the four KNR assets if we can acquire within this quarter.

tracked

Q3-FY26 · Amit Kumar Singh

The trajectory what we look at is 6.85 to 7.1 that's your incremental borrowing cost.

tracked

Q4-FY26 · Amit Kumar Singh

The guidance for FI27 is going to be almost 14 rupees because on the back of new assets which we are going to acquire which will happen during Q1 and Q2 and the annuities will start flowing second half onwards.

tracked

Q4-FY26 · Amit Kumar Singh

We are not in that war of AUM that I just need to show you AUM at any cost because otherwise I'll have to answer the same question that all the acquisitions are yield accretive or not.

tracked

Q4-FY26 · Amit Kumar Singh

The pipeline of non-GR assets is not that great... but on selected pockets you see opportunity and you need to build on what you have done earlier.

tracked