Intelligent Supply Chain Infrastructure Trust (ISCITRUST), managed by Infinite India Investment Management Limited, has announced an upcoming meeting of its InvIT Committee. The committee is set to convene on September 18 to deliberate on and potentially declare a distribution to unitholders for the quarter ending September 30.

Meeting Details

Scheduled for Thursday, September 18, the meeting will focus on considering and potentially declaring the distribution for ISCITRUST unitholders. This decision pertains to the financial quarter concluding on September 30, marking the third quarter of the fiscal year.

About ISCITRUST

Intelligent Supply Chain Infrastructure Trust is an Infrastructure Investment Trust (InvIT) managed by Infinite India Investment Management Limited. The investment manager is responsible for making investment decisions and managing the trust's assets.

Investor Implications

This meeting is of significant interest to unitholders of ISCITRUST, as it may result in a distribution declaration. Distributions from InvITs can provide regular income to investors, making such announcements important for those holding units in the trust.

Regulatory Compliance

The announcement of this meeting demonstrates Infinite India Investment Management Limited's commitment to transparency and regulatory compliance. By informing the public about this upcoming meeting, the company ensures that all stakeholders are kept informed about potential decisions that may impact the trust's financial distributions.

Investors and market watchers will likely keep a close eye on the outcome of this meeting, as it may influence the trust's attractiveness as an investment vehicle in the infrastructure sector.

Intelligent Supply Chain Infrastructure Trust (ISCIT) has announced its unaudited financial results for the first quarter of the fiscal year 2026, ending June 30, 2025. The Trust reported a mixed performance with growth in standalone profits but a widening consolidated loss.

Standalone Performance

On a standalone basis, ISCIT demonstrated strong growth:

• Total income reached ₹147.87 crore
• Profit stood at ₹83.02 crore, up from ₹81.78 crore in the same quarter last year

Consolidated Results

However, the consolidated figures painted a different picture:

• The Trust posted a loss of ₹78.43 crore
• This marks a significant increase from the ₹11.75 crore loss reported in the previous year

Key Financial Metrics

Operational Highlights

• The Trust distributed ₹84.28 crore to unitholders during the quarter
• Distribution per unit stood at ₹2.77

Corporate Governance

ISCIT has taken steps to enhance unitholder rights:

• Amended its Investment Management Agreement and Trust Deed
• Provided nomination rights to unitholders

Credit Rating

The Trust maintains a strong credit profile:

• AAA credit rating from CARE Ratings Limited
• Rating reaffirmed on April 10, 2025

Financial Position

As of June 30, 2025:

• Debt-to-Equity Ratio: 0.92
• Net Borrowings Ratio: 0.45
• Current Ratio: 0.78

Revenue and Operations

• Revenue from operations increased to ₹344.60 crore in Q1 FY26, up from ₹332.86 crore in Q1 FY25
• The Trust's primary revenue source is warehousing services provided to Reliance Retail Ventures Limited

Expenses and Investments

• Operations and Maintenance Expense rose to ₹121.08 crore from ₹112.76 crore year-over-year
• Capital expenditure on existing assets amounted to ₹83.16 crore

Outlook

While ISCIT's standalone performance shows improvement, the widening consolidated loss may be a concern for investors. The Trust's focus on expanding its infrastructure and maintaining its AAA credit rating suggests a long-term strategy for growth in the supply chain infrastructure sector.

Investors and analysts will likely keep a close eye on how the Trust manages to narrow its consolidated losses while continuing to provide stable distributions to unitholders in the coming quarters.