India · Delayed Price · Currency is INR Indigrid Infrastructure Trust Earnings Call Transcripts
Fiscal Year 2026
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AUM reached INR 33,815 crore with strong revenue and EBITDA growth, driven by new project additions and high asset availability. FY27 DPU guidance is INR 16.48 per unit, with a focus on disciplined capital deployment and greenfield expansion. Collections and balance sheet remain robust.
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AUM reached INR 32,800 crore with strong revenue and EBITDA growth year-over-year, supported by new acquisitions and robust collections. DPU guidance of INR 16 per unit is maintained, with a healthy project pipeline and capital position for future growth.
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Revenue grew 2.6% year-over-year to INR 826.7 crore, while EBITDA dipped 1.1% due to one-off events now resolved. DPU increased 6.7% to INR 4 per unit, with robust collections and stable operations. Transmission remains the dominant segment, and strong sector growth is expected.
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AUM reached INR 32,400 crores with new acquisitions and stable operations. Q1 FY26 revenue grew 0.6% year-over-year, while EBITDA declined due to a one-off solar issue and acquisition fees. DPU increased 6.7% to INR 4 per unit, and guidance for INR 16 DPU is reaffirmed.
Fiscal Year 2025
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Q4 FY25 saw 11% YoY growth in revenue and EBITDA, strong collections, and a record DPU of INR 4.1 per unit. Guidance for FY26 DPU was raised to INR 16, with robust balance sheet metrics and continued focus on growth, asset resilience, and greenfield projects.
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Q3 FY25 saw modest YoY growth in revenue and EBITDA, strong collections, and stable distributions. New agreements for battery storage and greenfield projects were signed, with a robust industry pipeline and continued focus on predictable growth and prudent capital management.
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AUM reached INR 29,700 crores with robust growth in BESS and transmission assets. Q2 FY25 revenue and EBITDA rose 16% and 31% year-over-year, with DPU at INR 3.75 and strong operational metrics. Outlook remains positive, targeting INR 15 DPU for FY25.
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Q1 FY25 saw 33% YoY revenue and 35% EBITDA growth, driven by acquisitions and strong operations. DPU rose 9% YoY, with robust collection and improved NAV. Focus remains on stable distributions, greenfield growth, and leveraging sector tailwinds.