Sustainable Energy Infra Trust · NSE:SEITINVIT
Sustainable Energy Infra Trust — Q2 FY2026 Earnings Presentation
18 slides from Sustainable Energy Infra Trust's earnings presentation, Sep 30, 2025
Slide 1: Investor Presentation | Q2 FY 2026
SEIT-IR-EXTM-IPT-003-31102025 Sustainable SEIT Energy - MIS Executive Infra Trust Summary Investor Presentation | Q2 FY 2026 “To be a growth-oriented Clean Energy focused InvIT, operating with the highest standard of governance and delivering sustainable returns toamounts | All all stakeholders” in
Slide 2: Disclaimer
Disclaimer - - - - - - - - - ~ This presentation is prepared and issued by Sustainable Energy Infra Investment Managers Private Limited (“SEIIMPL”) (the “Investment Manager”) on behalf of and in its capacity as the Investment Manager of Sustainable Energy Infra Trust (“SEIT InvIT” / “SEIT” / “Trust”
Slide 3: Portfolio Snapshot
Portfolio Snapshot ISTS SECI-RJ MSUPL Rewa 8 Operational 250 MW 200 MW 250 MW 250 MW Projects 1,127 of operational MW Capacity (AC) 1 Capacity tied up 95% with Tier 1 counterparties 2 INR Weighted 3.05 Average PPA Per kWh Tariff 1 Weighted Avg c.20 Residual PPA Years Life 1 Capacity 95% registered u
Slide 4: Portfolio Snapshot
Portfolio Snapshot Weighted Average Tariff 1 of Assets Located in Central PPAs make up INR 3.05 / kWh high Irradiation Regions ~76% of the Portfolio 2 Total Capacity Tariff Telengana Andhra Pradesh Project (AC MW) (INR/kWh) 1 Gujarat 4% 1% ISTS 250 2.53 6% I Rewa 250 3.23 State Madhya 24% MSUPL 250
Slide 5: Updates - Q2 FY 2026
Updates - Q2 FY 2026 ~ - - - - - - Executive Summary NDCF and Distribution Annexures Executive Summary NDCF and Distribution Annexures Operational Performance Distribution - Snapshot Operational Performance Distribution - Snapshot Financial Performance Financing Financial Performance Financing
Slide 6: At a glance - Q2 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance At a glance - Q2 FY 2026 557 GWh 25.1% 98.3% Net Generation Portfolio PLF (YTD) 1 Portfolio Plant availability 1 5.86% 5,565 mil INR 114.37 YTD Yield 2 Distribution since listing 3 NAV 4 69,033 mil
Slide 7: Operational Performance: Q2 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Operational Performance: Q2 FY 2026 Key metrics: PLF: SHE Update: r 27.5% Q2 Q2 ISTS 24.8% Safety Culture in Q2 FY26 SHE Training in Q2 FY26 Particulars FY2026 FY2025 20.2% Rewa Safe Manhours: 247,
Slide 8: Financial Performance: Q2 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Financial Performance: Q2 FY 2026 Key metrics: Receivable Days Key metrics (Consolidated) INR million Particulars Unit Q2 FY 2026 Q2 FY 2025 Total Income INR mil 1,770 1,798 Revenue from 313 INR mi
Slide 9: NDCF H1 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance NDCF H1 FY 2026 3,571 - 217 (609) 346 (32) (130) (17) (1,266) 104 1,899 43 (327) 1 2 3 4 In YTD FY26, SEIT InvIT has declared distributions of INR 1,899 million i.e. INR 5.86 per unit 1 – Includes
Slide 10: Distribution Snapshot
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Distribution Snapshot Quarterly Distribution pattern Particulars Units Q2 FY2026 * Q2 FY2025 Since Listing Gross Distributions INR mil 913.39 681.00 5,564.77 3.07 3.04 1 Outstanding Units Million 3
Slide 11: Financing
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Financing Our Lenders "AXIS BANK 7.37% Weighted Average 46% Fixed Rate 45.12% Net Debt 2 / AUM 1.88 x DSCR 3 32,577 mil Total Debt 3 AAA / Stable Credit Rating 4,249 mil Cash and other ft SBI MUITI
Slide 12: Annexures
Annexures ~ - - - - - - Key Strengths Updates Key Strengths Updates Portfolio Details Portfolio Details Group Structure Group Structure Marquee Investors Marquee Investors
Slide 13: Key Strengths
Portfolio Group Index Key Strengths Our Investors Updates Assets Structure Key Strengths 1.5 GWp+ Sizeable portfolio of renewable solar power energy assets located in high projects irradiation areas Sizeable portfolio of long-term income generating assets with predictable cash flows ..:...ONTARIO St
Slide 14: SEIT InvIT – Asset Portfolio
Portfolio Group Index Key Strengths Our Investors Updates Assets Structure SEIT InvIT – Asset Portfolio PPA Tenure at SPV Asset AC Capacity State COD Off-taker inception (years) Rewa 250 Madhya Pradesh Jan-20 MPPMCL and DMRC 25 MRPL ISTS 250 Rajasthan Aug-21 SECI 25 MSUPL MSUPL 250 Rajasthan Jun-22
Slide 15: SEIT InvIT Structure
Portfolio Group Index Key Strengths Our Investors Updates Assets Structure SEIT InvIT Structure I ----------------1 < I I ----------------1I 1 -"oNTARIO susten > BYmcJhindra I : I r/'••, TEACHERS' ~ PENSION PLAN L _______ -------~ L------- r----------~-Co-Sponsors ~---- L ~A~ I I I I Investment Mana
Slide 16: Marquee Investors
Portfolio Group Index Key Strengths Our Investors Updates Assets Structure Marquee Investors < ~ ~ONTARIO Unitholding Pattern as on 30 September 2025 susten > ~-., TEACHERS' ~ PENSION PLAN Alternative Investment Fund, Individuals, 0.94% 3.26% .. Rise Non-Institution - ASIAN INFRASTRUCTURE INVESTMENT
Slide 17: Thank You
Thank You THANK YOU Sustainable Energy Infra Investment Managers Pvt. Ltd. Winchester, GF, Cowrks, Hiranandani Gardens, Powai, Mumbai 400 076 www.seit.co.in | All amounts in INR million, unless stated otherwise
Slide 18: Annexure: Abbreviations
Annexure: Abbreviations - - - - - - - - - ~ Abbreviations Description Abbreviations Description APERC Andhra Pradesh Electricity Regulatory Commission MoP Ministry of Power APTEL Appellate Tribunal for Electricity MTC Medical Treatment Case AUM Assets Under Management MUs Million Units AOG Act Of Go
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