National Highways Infra Trust has informed the Exchange regarding Disclosure of material issue

Date: 31.08.2026 Corporate Relations Department The Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block-G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai-400001 Mumbai-400051 Ref.: Scrip Code: 543385; Scrip ID/Symbol: NHIT Sub: Investor Presentation of National Highways Infra Trust (“NHIT” or “Trust”) for the quarter ended 30th June, 2026 Dear Sir/Ma’am, Please find attached the Investor Presentation to the Investor for the quarter ended 30th June, 2026 of National Highways Infra Trust (“NHIT” or “Trust”) for your reference. The same is also being uploaded on the website of the NHIT: https://nhit.co.in/ You are requested to take the same on your record. Sincerely, For National Highways Infra Investment Managers Private Limited (Acting as an Investment Manager to National Highways Infra Trust) Gunjan Singh Company Secretary and Compliance Officer Enclosed: As above KH riu sb hba nli a- H Ba rv ie dr gi- eC h Kit Kradurga KhaBwKa sCaoTorlrl iPdlaozar Lakhn Tad uo nn g-K ah ba hw aas da ra Bridge -KK N H I T ATIONAL IGHWAYS NFRA RUST NVESTOR RESENTATION Q1 FY2027 NHIT: Q UICK FACTS Since Inception i.e., November 2021 Nov 2021 ~2,655 km >16% p.a^ INR 35.95 / unit By CARE & India Ratings Initial Listing of NHIT Acquired in five CAGR (NAV + Total distribution Credit Rating rounds Distribution) since listing Q1 FY2027 2.49 x ~2.12%Q1 FY 27 0.42 x INR 58,604 Cr. ~5.90% DSCR** Distribution Yield# Debt-EV Ratio* Enterprise Value* Total AbsoluteReturn Quarterly distributions Low Leverage Adequate (NAV Return + Distribution to maximize investor Coverage Yield for Q1 FY27) returns ISO 14001:2015 60.3 ESG Rating Score ISO 45001:2018 2ndHighest Category ISO Certifications on rating scale across all SPVs ^CAGRfromNov’21toJune’26 #Q1FY27CashDistribution/ClosingNAVofMarch2026 *Asof30thJune2026 **Forthequarterended30thJune2026 CONTINUOUS DEMONSTRATION OF GROWTH AND VALUE Jan 2025 • Successful Listing of Zero-Coupon Bonds ~ INR 1,000 crore. Oct 2022 • Monetization of R2 Mar 2026 assets & fund Jun 2025 • Monetisation of raise of ~INR 3,800 R5 Assets • NHAI offered Nov 2021 • Monetization of • Successful Public Mar 2025 b mu on nd ele ti z5 a f to ior n • Fund raise of ~INR 6,410 cr R1 assets & fund Listing of NCDs • Monetization of aggregating to raise of INR 8,011 R4 assets • Current Investor INR 1,500 cr base: ~750 • Fund raise of INR Trust • NHIT Listed on 18,380 cr SEBI Registration NSE and BSE Oct 2020 Mar 2024 • Monetization of R3 assets • Fund raise of ~INR 16,300 cr Issuer and Debt rating of “AAA/Stable” by CARE & India Ratings 3 NHIT STRUCTURE SPONSOR INVESTORS unitholding unitholding INVESTMENT MANAGER TRUSTEE NHIIMPL 100% owned by GoI 100% PROJECT MANAGEMENT COMPANY SPVs Holding assets (through 20–30-year concessions) NHIPMPL 100% owned by NHAI NWPPL NEPPL NSPPL 1. NHIIMPL -National Highways Infra Investment Managers Private Limited 2. NHIPMPL –National Highways InvIT Project Managers Private Limited 3. NWPPL -NHIT Western Projects Private Limited Round 4. NEPPL –NHIT Eastern Projects Private Limited 1, 2 & 5 Round 3 Round 4 07 Assets 11 Assets 5. NSPPL-NHIT Southern Projects Private Limited 10 Assets EXPERIENCED BOARD WITH DIVERSIFIED BACKGROUNDS BOARDMEMBERS Mr. N R V VM K Rajendra Kumar Ms. Usha Rao-Monari NHAI Nominee Director Independent Director Member(Finance)ofNHAI;Ex-RBIprofessional Former Under Secretary General, United Nations Associate Administrator, UNDP Mr. DebapratimHajara Mr. Pradeep Singh Kharola Unitholder Nominee Director Independent Director ManagingDirector, AsiaInfrastructureandNaturalResource,OTPP Former Secretary Ministry of Civil Aviation, GoI Mr. Pushkar Kulkarni Mr. Sumit Bose Unitholder Nominee Director Independent Director Managing Director, Infrastructure and Sustainable Energies, CPPIB Former Secretary (Finance) & Secretary (Revenue) in Ministry of Finance, GoI Mr. Hardik Shah Mr. Sanjay Prasad Unitholder Nominee Director Independent Director Partner, Asia Pacific Infrastructure, KKR FormerSpecialSecretary/AdditionalSecretary inMinistryof Finance(Department ofExpenditure),GoI Mr. RakshitJain Mr. Swaminathan A.K MD and CEO Independent Director 30yearsofextensive experience ininfrastructure development across Transport-Infrastructure & Finance Professional with sectors suchasroads,power,portsandairports national and international experience across multilateral institutions andPSUs • NHITdemonstratesstrongcorporategovernance,withawell-balanced BoardcomprisingaNomineeDirectorfromNHAI,threeUnitholderDirectorsandfiveIndependentDirectors USINESS PDATE Kochugaon-Kaljhar NHIT PORTFOLIO OVERVIEW ROAD PORTFOLIO PREDOMINANTLY IN HIGH GROWTH STATES FY27 Q1 REVENUE CONTRIBUTION BY STATE OB: 63 km AB: 33 km Gujarat Telangana Chhattisgarh 4% 5% Rajasthan MH: 79 km Uttarakhand 7% CK : 161 km SJ: 75 km Assam Pkg: 114 km Delhi LK: 107 km BS: 158 km Karnataka RJ 11% AS: : 31 km Andhra Pradesh Galia: 27 km ACT: 256km CH WB GJ MP ChK: 56 km Maharashtra AP: 45 km RSB: 127 km MH RKJL: 307 Mumbai TS km GM: 71km KA AAN: 170 km Assam AP 4% Uttar Pradesh West Bengal BK: 78 km GDK: 70 km 15% Bangalore Round 1 (390 km) CG: 75 km Madhya Round 2 (247 km) HHC: 214 km Pradesh Round 3 (888 km) BM: 138 km 17% Golden Quadrilateral CM: 146 km Round 4 (820 km) CG: 54 km North –South and Round 5 (310 km) East –West Corridors NWPPL: T & R P (Q1 FY26 Q1 FY27) RAFFIC EVENUE ERFORMANCE VS Traffic Performance (In PCU) Revenue Performance (In Rs. cr) (3%) 1% 11% 15% 15% 12% 17% 2% (3%) 0% 14% 18% 23% 14% 18% 5% 60,000 7 80 6 8 3 ,0 5 70 7 6 8 6 2345 0000 ,,,, 0000 0000 0000 8 0 2 ,5 3 1 1 0 ,4 3 2 8 6 ,8 3 3 6 9 ,8 3 ,5 4 4 5 4 ,2 3 6 6 4 ,7 3 8 6 8 0 5 8 ,4 ,4 2 7 0 5 ,7 3 0 1 ,1 3 0 3 3 ,6 3 7 0 1 ,8 1 8 5 4 ,8 1 23456 00000 5 2 4 2 4 2 8 2 1 3 6 2 1 3 4 2 5 2 10,000 AP AS KK BK CK BM AB SJ AP AS KK BK CK BM AB SJ Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 • AtAP/AS,trafficdiversionduetothealternateroadbeingmadefreebyMoRTH • AtKK&BM,continuedgrowthinthecommercialtrafficalongtheNH44corridor • AtBK,Traffichaspartiallyrecovered,resultingingoodgrowth,primarilyduetothelowerFY26Q1basecausedbysix-laningconstructionactivities. • At CK, high performance in revenue is majorly due to start of overloading at Aroli Plaza since Feb’26. Additionally, induced traffic due to ongoing Kotaairportconstructionactivities. • RevenueforFY27includescompensationforannualpassandquarterlyadjustments. NEPPL: T & R P (Q1 FY26 Q1 FY27) RAFFIC EVENUE ERFORMANCE VS Traffic Performance (In PCU) Revenue Performance (In Rs. cr) 10% 13% 2% 13% 15% 10% 21% 16% 2% 15% 18% 9% 40,000 5 140 233 505 ,,, 000 000 000 2 5 7 ,0 3 6 7 ,2 2 8 5 8 ,9 2 5 8 ,3 3 2 0 3 ,1 3 6 6 9 ,1 3 9 4 8 ,6 4 6 2 ,0 3 2 7 0 ,6 2 8 8 9 ,9 2 7 7 4 ,0 3 2 5 ,2 2 11 802 000 2 0 1 3 2 1 7 7 0 9 4 0 1 20,000 6 60 9 5 15,000 4 10,000 40 2 3 3 3 7 5,000 20 RKJL LK OB HHC ChK ASP RKJL LK OB HHC ChK ASP Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 • AtRKJL,AdditionofKatniBypasslengthw.e.f.12June2025ledtorevisionintollrates,resultinginhigherrevenuegrowthvis-à-vistrafficgrowth • AtLK,ContinuedgrowthinthecommercialtrafficalongtheNH44corridor • AtCHK,Steel pipemanufacturingatRashmi Metaliksplant,akeycontributoronourstretch,was weakin the first9monthsofFY26,leadingtostrong growthduetolowbaseeffect. • RevenueforFY27includescompensationforannualpassandquarterlyadjustments. NSPPL: T & R P (Q1 FY26 Q1 FY27) RAFFIC EVENUE ERFORMANCE VS Traffic Performance (In PCU) Revenue Performance (In Rs. cr) 15% 37% 10% 13% 12% 14% 7% (4%) 14% 18% 12% 13% 14% 14% 8% 1% 60,000 4 9 7 ,1 2 4 8 ,2 5 8 9 ,0 78 00 9 3 7 9 345 000 ,,, 000 000 000 4 4 7 ,4 4 4 3 ,8 2 1 0 8 ,7 3 3 7 9 ,2 3 4 9 2 ,6 3 6 0 3 ,7 2 4 2 9 ,0 3 5 9 2 ,0 3 2 6 9 ,3 3 6 1 7 ,9 2 1 1 9 ,3 3 3 5 2 ,4 7 6 9 ,5 2 456 000 1 6 8 5 6 6 4 2 5 0 6 9 5 6 5 4 5 4 30 5 2 20,000 10,000 RSB MH AN VIZBY GDK CM BS GM RSB MH AN VIZBY GDK CM BS GM Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 • Appointeddate NSPPL (Round4)projectassets is 1stApril 202 [Showing first 8,000 characters — download PDF for full document]