FY27 DPU of ₹6.3-6.5 per unit
Management expects distribution per unit for FY27 to be in the range of ₹6.3-6.5, implying ~5% growth over the current annualized DPU of ~₹6.0.
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Irbinvitfund · forward-looking guidance across the available source record.
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What management said would happen.
growth
AUM target of ₹40,000 crore in two years
The trust aims to grow AUM from ~₹17,000 crore to ₹40,000 crore within the next two years through consistent asset additions of ₹8,000-10,000 crore per year.
5% annual DPU growth for next 4-5 years
Management guided for minimum 5% year-on-year DPU growth over the next 4-5 years, driven by intrinsic asset growth and debt repayment profile.
FY27 revenue growth of 8-10%
Management expects total revenue growth in the range of 8-10% for the entire portfolio in FY27, supported by toll rate escalation of ~2.5% and robust traffic.
FY27 NDCF per unit of ~₹6.5-7.0
Net distributable cash flow per unit for FY27 is expected to be around ₹6.5 to ₹7.0, implying 3-5% growth over FY26's ₹6.66.
Proposed acquisition of two HAM assets by Q2 FY27
Non-binding offer for Solar and Chittar-Gulapura projects (EV ₹4,663 crore) under evaluation; expected to close by Q2 FY27 with cash flow contribution from Q3.
Acquisitions to be non-dilutive to unit holders
Management stated that future acquisitions, including the proposed ones, will be structured with an optimum mix of debt and equity to avoid yield dilution.