u/venkat3105

Interest cost of reits and invits

I'm going through the concall of indigrid Q4 FY2026

The Average Cost of debt is 7.4% of which 90% is under fixed rate borrowings which is about 185 Billion INR.

Now today Govt 10Y bond yield is at 7.121%

This way indigrid is as safe as India bond 😀. I don't know I'm reading this correctly or not but give your thoughts.

Let's discuss this about other invits and reits also

Let's understand how this will play in upcoming 2-3 years time as RBI repo rate is getting much horizontal now, next rate date is on 6th june 026.

Also is the same presentation on slide no 19 there's a DPU accretive acquisitions the DPU line gets flatish from FY 2027 to FY 2031

I don't know how and why they showed it in that way and looking at the graph phase 1 to phase 4 assets are loosing it's NDCF contribution to Trust level.

Nothing to fear i guess but need to go through valuation reports once again

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u/venkat3105 — 3 days ago

Target Update on 5000 NHPC shares

https://www.reddit.com/r/drip_dividend/comments/1rrujtg/comment/oa27ygq/?force-legacy-sct=1

2 months ago I started the target for 5000 shares of NHPC and the reason and pro / cons are disscued in above post earlier

For 1 month and stoped adding shares as the scrip is making reverse U shape for some days now

So I sold the earlier 1800+ shares at good value and and waited for some time (1M)

Today I bought 2000 shares at very same initial price point so it's addition and now the target reached at 40% i think I'll get 500 more shares next month

I'll confirm that too, thanks 👍 🙏

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u/venkat3105 — 4 days ago

Q4 Reit and Invit Updates ( add all future things in the same thread for Q4 FY2026 )

IRB Fund

Board meets May 15, 2026 to consider FY26 audited financials and possible 4th distribution; record date May 20

IndiGrid Trust

will host Q4FY26 and FY26 results conference call on May 18, 2026 at 4:00 PM IST

Nexus Select Trust

reported Q4/FY26 results, declared INR 2.286/unit distribution, record date May 15, payout by May 22. NAV Rs164 per unit, FY26 valuation reports; portfolio market value was Rs 305,583 million as of March 31, 2026.

PowerGrid Trust
Board meets May 15, 2026 to approve FY26 audited financials and Q4 distribution; record date May 20, 2026.

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u/venkat3105 — 10 days ago

A good blog post to think about

https://www.dividendgrowthinvestor.com/2025/12/my-favorite-perplexity-in-investing.html

I was in 8th standard, my tuition teacher used to take chapter wise test, at 5he end of each Q. Paper she used to write a quote, one is as follows

Successful people do same thing, but in different way.

This line stuck with me for 12 years now. As I figured that different way means building a method around purpose with some meaning to it is important, otherwise it falls down quickly.

Above blog give some idea about this and I thought it's worth sharing.

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u/venkat3105 — 15 days ago