Irbinvitfund

IRB InvIT Fund reported a landmark FY26, completing four road acquisitions with cumulative enterprise value of ~9,600 crore, expanding portfolio EV to ~18,250 crore from 7,800 crore a year ago. Total revenue grew 11% for the quarter and year, driven by organic growth and acquisitions. PAT for FY26 stood at 339 croreCurrent reported value: 339 crore. No comparable prior figure is available in the source record.. The trust declared Q4 distribution of ₹1.66 per unitCurrent ₹1.66 per unit. Reported change: +7% QoQ., up 7% QoQ, with cumulative FY26 distribution of ₹6.66 per unitCurrent reported value: ₹6.66 per unit. No comparable prior figure is available in the source record.. Management guided for FY27 revenue growth of 8-10%Current reported value: 8-10%. No comparable prior figure is available in the source record. and NDCF per unit of ~₹6.5-7.0. A non-binding offer for two HAM assets (EV ~4,663 crore) is under evaluation, expected to close by Q2 FY27 with cash flows from Q3. Risks include inflationary pressure on traffic due to fuel price hikes and potential interest rate increases on floating-rate debt, though fixed-price O&M contracts and diversified portfolio provide some cushion.