Indus Infra Trust has informed the Exchange regarding Disclosure of material issue

10th August 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C‐1, Block G Dalal Street, Bandra‐Kurla Complex, Bandra(E) Mumbai – 400001 Mumbai ‐400051 Scrip Code: 544137 Symbol: INDUSINVIT Subject: Transcript of the Earnings Conference Call on the Financial Results of Indus Infra Trust Dear Ma’am / Sir, Please find enclosed the Transcript of the Earnings Conference Call on the Unaudited Standalone and Consolidated Financial Results of the Trust for the Quarter ended 30th June 2026, held on Thursday, 6th August 2026. The transcript is also being uploaded on the website of the Trust at: https://indusinvit.com/investor-information.html. You are requested to take the above information on your record. Thanking you, Yours sincerely, For Indus Infra Trust Acting through its Investment Manager GR Highways Investment Manager Private Limited Mohnish Dutta Company Secretary & Compliance Officer ICSI M. No. FCS 10411 IDBI Trusteeship Services Limited Ground Floor, Universal Insurance Building Sir P.M. Road, Fort, Mumbai, Maharashtra – 400001 Encl: as above Gurugram Office: Mumbai Office: SEBI Registration No: In/InvIT/22-23/0023 Seventh Fl oor, GR One Tower, Plot No. 7B, Unit No. 1111, Eleventh Floor, A Wing, INS Contact No.: +91 22 46611018, +91 124 6435000 Sector – 18, Gurugram, Haryana - 122015 Tower, G Block, BKC, Bandra East, Email: cs@indusinvit.com Mumbai, Maharashtra, - 400051 Website: www.indusinvit.com Transcript of Q1 FY27 Earnings Conference Call of represented by its Investment Manager GR Highways Investment Manager Private Limited Hosted by: MANAGEMENT: MR. AMIT KUMAR SINGH, CHIEF EXECUTIVE OFFICER MR. HARSHAEL SAWANT, CHIEF FINANCIAL OFFICER Page 1 of 10 Indus Infra Trust August 06, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Indus Infra Trust Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Amit Kumar Singh, the Chief Executive Officer of the Investment Manager. Thank you, and over to you, Mr. Singh. Amit Kumar Singh: Yes. Hi. Thanks, Renju. Good morning, everyone, and thank you for joining us for the Indus Infra Trust Conference Call for quarter ended 30th June 2026. I would like to start by saying how much we value your time and continued interest in Trust. Last quarter was an eventful one for us, and I'm really glad to walk you through personally. Just briefly touching upon the macro front. Operating landscape for the road infrastructure in India remains structurally robust, backed by strong policy tailwinds and record execution. During the financial year FY26, national highway construction reached almost 5,313 kilometers, surpassing the annual target of 4,640 kilometers by nearly 15%. Under the flagship Bharatmala Pariyojana Phase-I, progress has been steady with 22,590 kilometers constructed out of the 26,425 kilometers awarded pipeline. A significant portion of this pipeline continues to be executed via the hybrid annuity model, reinforcing their long-term annuity-based income visibility across the sector. Cabinet approvals during the recent quarter further reinforce the government's commitment to expanding access control economic corridors. Key project approvals across Madhya Pradesh, NH-347B for INR4,415 crores, Telangana NH-63 and NH-563 for INR7,597 crores, Bihar, NH- 31, NH-231 for almost INR4,000 crores and Odisha Coastal Highway from Rameshwar to Paradip for almost INR8,300 crores, collectively adds substantial asset depth to the national logistics network. For yield-focused platform like yours, this continuous build-out strengthens the future pool of high-quality operational infrastructure assets and this -- which is entering actually the monetization pipeline over time. Now moving on to operational highlights and modernization. Against this supportive backdrop, our portfolio performance during Q1 FY27 remained steady and in line with our internal operating plans. All operational HAM assets within the trust demonstrated consistent, predictable performance. Annuity received from counterparts were received as per schedule and our underlying asset maintenance, safety standards and regulatory compliances remained fully on track with zero material deviations. At a broader industry level, NHAI's progressive shift towards predictive assessment management, which is incorporating network survey vehicles, which we call NSVs in our power lands, drone analytics, which we call DAMs and AI-powered DashCam analytics, which we call DAS is transforming or rather helping to transform operation and maintenance access Page 2 of 10 Indus Infra Trust August 06, 2026 operational corridors. We are proactively leveraging these technological advances to protect asset life, optimize maintenance life cycles and ensure high operational availability. Now with respect to capital allocation and portfolio expansion, Q1 FY27 has been a good transformative quarter for us in executing our long-term growth objectives. In line with our transaction trajectory communicated earlier, we completed the acquisition of KNR Palani Infra Private Limited and KNR Ramagiri Infra Private Limited during the June quarter from KNR Constructions. Furthermore, on 30th of June 2026, we successfully completed the acquisition of ULCCS Kasaragod Expressway Private Limited. These yield accretive HAM assets meaningfully expected to enhance our cash flow longevity and portfolio diversification. To fund these strategic growth initiatives while preserving a conservative debt profile, Trust successfully completed a major capital raise in 2026. On 16th June, fundraise committee approved the allotment of 14.28 crores units via QIP placement, raising almost INR1,700 crores, alongside a pref allotment of 2.52 crores units to our sponsor, Aadharshila Infratech Private Limited, aggregating INR300 crores, both at an issued price of -- issue price of INR119 per unit. Trading in these newly allotted units commenced on 18th of June '26. Also, to bridge transaction execution effectively, your Trust raised INR250 crores in unsecured listed commercial paper on 25th May 2026 at a competitive discount rate of 6.90% which were subsequently listed on debt market segment of the NSE. The successful execution of capital raising across both debt and equity reflects the capital markets strong faith in our governance framework, asset management strategy and yield trajectory. I would like to also inform you that for the quarter ended June 30, 2026, Board has approved a distribution of INR3.55 per unit. Breakup of that is INR2.38 as interest and INR1.17 as capital repayment to be paid to unitholders as of record date, which is 10th of August 2026, which will be paid on and before 17th of August 2026. Our cumulative distributions, including the distribution approved in the Board meeting held on 5th August 2026, which was yesterday, stands at INR31.25 per unit, positioning your Trust as one of the stable yield platforms in the country. We continue to actively evaluate additional operational assets from ROFO pipeline and third-party developers, ensuring that future additions strictly meet our criteria of being yield accretive, operationally sound and long-term cash generation. I'll now pass it on to Harshael, who will take you through the detailed financial numbers, after which we'll be open the floor for any queries you might have. Over to you, Harshael. Harshael Sawant: Thanks, Amit. Coming to Q1 FY27 performance on a stand-alone basis. The interest income on the loan extended by the trust to the SPVs was INR243.5 crores as against INR195.03 crores in Q4 FY26. The increase in the interes [Showing first 8,000 characters — download PDF for full document]