Ballooning debt repayments from FY28
40% of debt is scheduled for repayment between years 5-9, which could pressure DPU if traffic growth does not offset higher principal payments.
IRBINVITFUND / Q3-FY26 / risks
Keep the risk register visible.
Irbinvitfund · Material risks, their source context, and severity in the latest available quarter.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
Material risks this quarter
medium
Omalur-Salem asset expiry in January 2027
The Omalur-Salem asset will exit the portfolio in mid-FY27, reducing NDCF by ~₹10 crore per quarter. Management expects growth to compensate, but this is uncertain.
WPI-linked toll revision risk
If WPI remains low (e.g., zero), toll revision would be only ~3%, potentially reducing revenue growth. However, management argues lower WPI benefits interest costs more.