Sustainable Energy Infra Trust · NSE:SEITINVIT
Sustainable Energy Infra Trust — Q1 FY2026 Earnings Presentation
18 slides from Sustainable Energy Infra Trust's earnings presentation, Jul 25, 2025
Slide 1: Sustainable Energy Infra Trust Investor Presentation Q1 FY 2026
SEIT-IR-EXTM-IPT-002-25072025 Sustainable Energy Infra SEIT - MIS Executive Trust Summary Investor Presentation | Q1 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” / “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 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
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 - Q1 FY 2026
Updates - Q1 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 - Q1 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance At a glance - Q1 FY 2026 685 GWh 27.9% 99.3% Net Generation Portfolio PLF (AC) 1 Portfolio Plant availability 1 3.04% 4,651 mil INR 111.85 Yield 2 Distribution since listing 3 NAV 4 68,920 mil AAA
Slide 7: Operational Performance: Q1 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Operational Performance: Q1 FY 2026 Key metrics: PLF: SHE Update: Q1 FY Q1 FY REWA 23.09% Particulars 2026 2025 Safety Culture in Q1 FY26 SHE Training in Q1 FY26 ISTS_01 30.32% Grid Availability 99
Slide 8: Financial Performance: Q1 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Financial Performance: Q1 FY 2026 Key metrics: Receivable Days Key metrics (Consolidated) INR million Particulars Unit Q1 FY 2026 Q1 FY 2025 Total Income INR mil 2,147 2,190 Revenue from 2,190 INR
Slide 9: NDCF Q1 FY 2026
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance NDCF Q1 FY 2026 96 1,979 80 (19) (297) (117) (17) (636) 104 986 5 (192) In Q1 FY26, SEIT InvIT has declared distributions of INR 985.98 million i.e. INR 3.04 per unit | All amounts in INR million,
Slide 10: Distribution Snapshot
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Distribution Snapshot Quarterly Distribution pattern Project Units Q1 FY2026 * Q1 FY2025 Distribution per unit (DPU) INR 3.04316 3.07252 1 3.07 3.04 2.82 - Interest INR 3.04013 3.07152 2.28 2.10 -
Slide 11: Financing
Exec Operational Financial Index NDCF Distribution Financing Annexures Summary Performance Performance Financing Our Lenders 7.71% 22.9% 46.64% 1.82 x 32,693 mil AAA / Stable 4,396 Weighted Average Fixed Rate Net Debt / AUM 2 DSCR 3 Total Debt 3 Credit Rating Cash and other Cost of Debt 1 Borrowings
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 Strong Sponsor D
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 I 250 Rajasthan Aug-21 SECI 25 MSUPL ISTS II 250 Rajasthan Jun
Slide 15: SEIT InvIT Structure
Portfolio Group Index Key Strengths Our Investors Updates Assets Structure 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%) (100
Slide 16: Marquee Investors
Portfolio Group Index Key Strengths Our Investors Updates Assets Structure Marquee Investors Unitholding Pattern as on 30 June 2025 Alternative Investment Fund, Individuals, 0.68% 3.68% Non-Institution - Body Corporate, 9.59% Insurance Companies, 9.63% Multilateral Development Bank, Sponsor and 15.0
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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