Sustainable Energy Infra Trust · NSE:SEITINVIT
Sustainable Energy Infra Trust — Q3 FY2026 Earnings Presentation
18 slides from Sustainable Energy Infra Trust's earnings presentation, Feb 4, 2026
Slide 1: Sustainable Energy Infra Trust Investor Presentation Q3 FY 2026
SEIT-IR-EXTM-IPT-004-04022026 Sustainable SEIT Energy - MIS Executive Infra Trust Summary Investor Presentation | Q3 FY 2026 “To be a growth-oriented Clean Energy focused InvIT, operating with the highest standard of governance and delivering sustainable returns to all | All amounts in stakeholders”
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 8 Operational 250 MW 200 MW 250 MW 250 MW Projects 1,127 of operational MW Capacity (AC) 1 Capacity tied 95% up with Tier 1 counterparties 2 Weighted ₹ 3.05 Average PPA / kWh Tariff 1 Weighted c.20 Avg Residual Years PPA Life 1 Capacity 95% registered under
Slide 4: Portfolio Snapshot
Portfolio Snapshot Weighted Average Tariff 1 of INR 3.05 / kWh Assets Located in Central PPAs make up High Irradiation Regions ~76% of the Portfolio 2 Total Capacity Tariff Telengana Andhra Pradesh Project 1% (AC MW) (INR/kWh) 1 Gujarat 4% 6% ISTS 250 2.53 I Rewa 250 3.23 State Madhya 24% MSUPL 250
Slide 5: Updates - Q3 FY 2026
Updates - Q3 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 - Q3 FY 2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Key Metrics - Q3 FY 2026 574 GWh 24.4% 99.2% Net Generation (Q3FY26) Portfolio PLF (9MFY26) 1 Portfolio Plant Availability (Q3FY26) 1 8.26% 6,341 mil INR 114.37 9MFY26 Yield 2 Distribution since lis
Slide 7: Operational Performance: Q3 FY 2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Operational Performance: Q3 FY 2026 Key metrics: AC PLF - 9M FY26 & Q3 FY26 SHE Update: 26.8% Q3 Q3 ISTS 25.4% Safety Culture 9M FY26 SHE Training 9M FY26 Particulars FY2026 FY2025 20.3% Rewa Safe M
Slide 8: Financial Performance: Q3 FY 2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Financial Performance: Q3 FY 2026 Key metrics (Consolidated): Receivable Days 4 Key metrics (Consolidated) INR mil Particulars Unit Q3 FY 2026 Q3 FY 2025 Total Income INR mil 1,852 1,930 Revenue fro
Slide 9: NDCF 9M FY2026
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance NDCF 9M FY2026 5,259 307 435 4,785 (148) (49) (40) 54 (925) (1,871) 104 2,676 10 (462) 1 2 3 4 5 Net Revenue Expenses Other Income WC Changes Tax Payment Cashflow from Interest & Other Capex Lease P
Slide 10: Distribution Snapshot
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Distribution Snapshot Quarterly Distribution Pattern Particulars Units Q3 FY2026 * Q3 FY2025 Since Listing Gross Distributions INR mil 776.17 739.14 6,340.94 3.07252 3.04316 Outstanding Units Millio
Slide 11: Financing
Operational Financial Index Key Metrics NDCF Distribution Financing Annexures Performance Performance Financing Our Lenders 7.37% 46% 45.12% 2.05 x 32,442 mil AAA / Stable 4,108 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 PPA Term SPV Project Capacity Location COD 1 Off-Takers (years) (AC MW) Rewa, Madhya Rewa 250 Jan-20 25 MPPMCL and DMRC Pradesh Megasolis Renewables Private Limited Jodhpur, ISTS 2
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 December 2025 Alternative Individuals, 0.95% Investment Fund, 3.48% Non-Institution - Body Corporate, 9.52% Insurance Companies, 9.63% Multilateral Development Sponsor and Ba
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 God MW Mega Watt BESS
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