Sustainable Energy Infra Trust · NSE:SEITINVIT
Sustainable Energy Infra Trust — Q4 FY2026 Earnings Presentation
18 slides from Sustainable Energy Infra Trust's earnings presentation, May 20, 2026
Slide 1: Sustainable Energy Infra Trust Investor Presentation Q4 FY 2026
Sustainable Energy Infra Trust Registration Number: IN/InvIT/23-24/0027 Ref. No.: SEIT-IR-EXTM-IPT-005-20052026 Sustainable SEIT Energy - MIS Executive Infra Trust Summary Investor Presentation | Q4 FY 2026 “To be a growth-oriented Clean Energy focused InvIT, operating with the highest standard of g
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” / “InvIT”) for gene
Slide 3: Portfolio Snapshot
Portfolio Snapshot ISTS SECI-RJ MSUPL Rewa Operational 362 MWp / 280 MWp / 335 MWp / 344 MWp / 8 Projects 250 MWac 200 MWac 250 MWac 250 MWac Operational 1,553 DC Capacity MWp (1,127 MW AC) 1 Capacity tied up 95% with Tier 1 counterparties 2 Weighted ₹ 3.06 Average PPA / kWh Tariff 1 Weighted c.19.7
Slide 4: Portfolio Snapshot
Portfolio Snapshot Weighted Average Tariff 1 of INR 3.06 / kWh Assets Located in Central PPAs make up High Irradiation Regions ~76% of the Portfolio 2 Total Capacity Total Capacity Tariff Telengana Andhra Pradesh Project 1% (MW AC) (MW DC) (INR/kWh) 1 Gujarat 4% I 6% Rewa 250 344 3.28 ISTS 250 362 2
Slide 5: Updates - Q4 FY 2026
Updates - Q4 FY 2026 Key Metrics NDCF and Distribution Annexures Key Metrics NDCF and Distribution Annexures Operational Performance Distribution Snapshot Operational Performance Distribution Snapshot Financial Performance Financing Financial Performance Financing
Slide 6: Key Metrics - FY 2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Key Metrics - FY 2026 2,439 GWh 24.7% 99.1% Net Generation (FY26) Portfolio PLF (FY26) 1 Portfolio PA (FY26) 1 10.70% 7,132 mil INR 115.31 FY26 Yield 2 Distribution since listing 3 NAV 4 69,605 mil
Slide 7: Operational Performance: Q4 FY 2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Operational Performance: Q4 FY 2026 Key metrics: AC PLF - FY26 & Q4 FY26 SHE Update: 21.3% Q4 Q4 Rewa 24.1% Safety Culture FY26 SHE Training FY26 Particulars FY2026 FY2025 27.0% ISTS Safe Manhours:
Slide 8: Financial Performance: Q4 FY 2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Financial Performance: Q4 FY 2026 Key metrics (Consolidated): Receivable Days 4 Key Metrics (Consolidated) INR mil Particulars Unit Q4 FY 2026 Q4 FY 2025 Total Income INR mil 2,086 2,092 Revenue fro
Slide 9: NDCF FY2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance NDCF FY2026 7,081 456 350 6,167 (173) (49) 58 (28) (1,293) (2,451) 10 104 3,466 (599) 1 2 3 4 5 6 Net Revenue Expenses Other Income WC Changes Tax Payment Cashflow from Interest & Other Capex Lease
Slide 10: Distribution Snapshot
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Distribution Snapshot Quarterly Distribution Pattern Particulars Units Q4 FY2026 * Q4 FY2025 Since Listing Gross Distributions INR mil 790.76 913.33 7,131.70 3.07252 3.04316 Outstanding Units Millio
Slide 11: Financing
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Financing Our Lenders 7.18% 46% 44.35% 2.05 x 32,305 mil AAA / Stable 4,058 mil Weighted Fixed Rate Net Debt 2 / Value DSCR 3 Total Debt 3 Credit Rating Cash and other Average Borrowings of InvIT As
Slide 12: Annexures
Annexures Key Strengths Updates Key Strengths Updates Portfolio Details Portfolio Details InvIT Structure InvIT Structure Marquee Investors Marquee Investors
Slide 13: Key Strengths
Key Portfolio InvIT Marquee Index Updates Strengths Assets Structure Investors Key Strengths 1.5 GWp+ Sizeable portfolio of renewable solar power energy assets located in high Sizeable portfolio of long-term income generating assets with predictable cash projects irradiation areas flows Strong Spons
Slide 14: SEIT InvIT – Portfolio Assets
Key Portfolio InvIT Marquee Index Updates Strengths Assets Structure Investors SEIT InvIT – Portfolio Assets Contracted Contracted PPA Term SPV Project Capacity Capacity Location COD 1 Off-Takers (years) (AC MW) (DC MW) Rewa, MPPMCL and Rewa 250 344 Jan-20 25 Megasolis Renewables Private Limited Mad
Slide 15: SEIT InvIT Structure
Key Portfolio InvIT Marquee Index Updates Strengths Assets Structure Investors SEIT InvIT Structure Co-Sponsors Investment Manager (Sustainable Energy Infra InvIT Trustee Investment Management Investment Managers Pvt Ltd) Services Project Manager (Green Energy Infra Project Managers Pvt Ltd) (100%)
Slide 16: Marquee Investors
Key Portfolio InvIT Marquee Index Updates Strengths Assets Structure Investors Marquee Investors Unitholding Pattern as on 31 March 2026 Alternative Individuals, 0.96% Investment Fund, 3.49% Non-Institution - Body Corporate, 9.51% Insurance Companies, 9.62% Multilateral Development Sponsor and Bank,
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 MSPL Mahindra Susten Private Limited AUM Assets Under Management MTC Medical Treatment Case AOG Act Of God
Sustainable Energy Infra Trust — Q4 FY2026 Earnings Presentation on 6ix