Nxt-Infra Trust · NSE:NXT_INFRA
Nxt-Infra Trust — FY2026 Earnings Presentation
13 slides from Nxt-Infra Trust's earnings presentation, May 28, 2026
Slide 1: Nxt-Infra Trust intimation to NSE
NXT-INFRA TRUST May 28, 2026 To, The Corporate Relations Department, The National Stock Exchange of India Limited, Exchange Plaza, 5th Floor, Plot No. C/1, G-Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051 Re: Script Symbol “NXT-INFRA” Dear Sir/ Madam, Subject: Investor Presentation of N
Slide 2: Investor Presentation May 2026
INVESTOR PRESENTATION May 2026
Slide 3: Disclaimer
Disclaimer This presentation has been prepared and issued by Walter Infra Manager Private Limited (the “Investment Manager”), in its capacity as the investment manager of NXT-Infra Trust ( “Nxt-Infra” or “InvIT”), solely for general information purposes only without regards to specific objectives, f
Slide 4: Existing Portfolio Overview
Existing Portfolio Overview Golden Quadrilateral North-South Corridor NH-6 East West Corridor Maha Samruddhi Marg 6 2,067 INR 9.52bn(1) 3 Assets Lane kms Mar’26 revenue 3 2 6 1 4 5 5 states 57% : 43% 9.6 years Distributed across India HAM: Toll Remaining concession length Revenue Split (Mar’26)1 as
Slide 5: Financial Performance
Financial Performance Amounts in Millions Consolidated(1) Standalone(1) QY Ended Year Ended QY Ended Year Ended March 31 ,2026 March 31,2026 March 31 ,2026 March 31,2026 Rs. 31,162(2) mn O/s Debt Total Income 1,516 5,765 1,754 4592 4 Total Expenses (450) (1,187) (33) (96) EBITDA 1,065 4,578 1,721 4,
Slide 6: Net Distributable Cash Flows
Net Distributable Cash Flows Net Distributable Cash flow at Trust Q4 FY26 (1) INR in Million Distribution since inception Net Distributable Cashflow from SPV 2,220 Period INR mn ₹ / Unit FY25 5,131.76 18.01 Less: Trust Expenses (14) Q1 FY 26 593.99 2.0884 5 Add/Less: Reserves at Trust 96 Q2 FY 26 94
Slide 7: Unitholding
Unitholding Unitholding Pattern (March 2025) 5X Growth in No of Unitholders Mutual Funds Body Corporates Others 1.75% 10.25% 0.07% Individuals 2.07% 8 ⟩⟩5X 45+ 6 Sponsor 85.96% June-24 Present Sponsor & Marquee Investors Achieved the right balance of institutional and Other investors to maximize val
Slide 8: Annexures
NXT Annexures
Slide 9: InvIT Structure
InvIT Structure Actis Highway Infra Limited Other Investors (L&T, Baroda BNP (Sponsor) Paribas, Tata Investments, etc) 85.96% 14.04% 99.9% 99.9% 8 Walter Infra Project Manager Walter Infra Manager Private Private Limited (Project Manager) NXT-Infra Limited (Investment Manager) Trust (InvIT) Catalyst
Slide 10: Portfolio Summary
Portfolio Summary Values in USD mn DME CGRG GSY CT AM2 MCP Total State DL & UP UK & UP UP & HR MH MH HR 9 Authority NHAI NHAI NHAI NHAI MAHA PWD NHAI Type HAM HAM HAM HAM HAM Toll Chutmalpur - Ganeshpur & Roorkee Gagalheri-Saharanpur- 9 Stretches in Mukarba Chowk to Stretch Delhi to Meerut/NE-3 Chik
Slide 11: Board of Directors
Board of Directors Anil Kumar Chaudhary Rajat Kumar Mishra Jyoti Davar Sumit Sen Ralf Nowack Independent Director Independent Director Independent Director Director Director • Previously served as • CEO of EFKON India with 31+ • Director General at FICCI • Managing Director at Actis • Operating Prin
Slide 12: Key Management Personnel
Key Management Personnel Jayanta Neelkanth Dixit Rajesh Chaabra Gaurav Chaturvedi Aditi Tawde CEO(1) Chief Technical & CFO(2) & Director Company Secretary & Compliance Officer(2) • 36+ years of experience in large Sustainability Officer (1) • 20+ years of experience raising 11 • 27+ years of experie
Slide 13: Glossary
Glossary DME DM Expressway Private Limited CGRG NXT – Infra CGRG Highways Private Limited GSY NXT- Infra GSY Highways Private Limited CT NXT - Infra CT Highways Private Limited AM2 NI Road Infra Private Limited MCP NXT – Infra MCP Highways Private Limited 12 PCU Passenger Car Unit ETC Electronic Tol