IndiGrid Infrastructure Trust (NSE:INDIGRID)

Q4 2025 IndiGrid Infrastructure Trust Earnings Call Transcript

May 16, 2025 / 10:30 AM GMT

Release Date Price: ₹149.57 (+1.05%)

Transcript

Key Points

Positve

IndiGrid Infrastructure Trust (BOM:540565) successfully commissioned India's first utility-scale battery energy project in Delhi, demonstrating timely execution and quality.
The company reported a year-on-year revenue growth of 11.3% and an increase in operational revenue by 1.6%, showcasing financial growth.
Collections for Q4 2025 were strong, with 115% for transmission assets and 89% for solar, boosting net distributable cash flow.
The distribution per unit (DPU) guidance was increased to INR 16, reflecting a 6.7% growth over previous guidance.
IndiGrid Infrastructure Trust (BOM:540565) maintains a robust balance sheet with a AAA rating and a net debt to AUM ratio of 59.1%, providing significant headroom for growth.

Negative

The average quarterly transmission availability was reported at 98.4%, which is lower than expected due to disruptions in certain assets.
There is a conservative approach to distribution guidance despite having reserves equivalent to one quarter's distribution, which may limit immediate returns to investors.
The company faces statutory limits on the amount of under-construction projects it can undertake, potentially restricting growth.
Operational challenges were noted in two assets, GPTL and JKPTL, which are undergoing restoration.
The company has a high leverage ratio, with gross borrowings of around INR 19,900 crore, which could pose risks if interest rates rise.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IGTR.NS - IndiGrid Infrastructure Trust
Q4 2025 IndiGrid Infrastructure Trust Earnings Call
May 16, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Ingrid Infrastructure Trust Limited, Q4 525 earnings conference call hosted by Nuama Wealth Management.

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 this conference call, please signal an operator by pressing, then 0 on your dashone phone.

Please note that this conference is being recorded.

And I'll have the conference over to Mr. Vikram Dewani from Noama Wealth Management.

Thank you and over to you, sir.

--------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.