Intense competition for HAM assets
Multiple new InvITs and funds are chasing a limited supply of quality road assets, potentially driving up acquisition prices and lowering IRRs.
Indus Infra Trust · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Multiple new InvITs and funds are chasing a limited supply of quality road assets, potentially driving up acquisition prices and lowering IRRs.
Two assets (Gurda Rupag and Barami San) are due for major maintenance in FY27, which could temporarily impact cash flows.
Marginal cost of debt may increase due to yield movements, potentially affecting net distributable cash flows.
The KNR acquisition is yet to close pending conditions precedent; any delay could impact FY27 DPU guidance.