Sustainable Energy Infra Trust
Incorporated in 2023, Sustainable Energy Infra Trust operates as an infrastructure investment trust[1]
- Market Cap ₹ 3,969 Cr.
- Current Price ₹ 122
- High / Low ₹ 130 / 110
- Stock P/E 37.0
- Book Value ₹ 84.8
- Dividend Yield 5.18 %
- ROCE 5.60 %
- ROE 3.97 %
- Face Value ₹ 100
Pros
- Company has been maintaining a healthy dividend payout of 249%
- Debtor days have improved from 56.9 to 16.3 days.
- Company's working capital requirements have reduced from 102 days to 17.7 days
Cons
- Company has low interest coverage ratio.
- Company has a low return on equity of 2.76% over last 3 years.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|
| 175 | 722 | 728 | 748 | |
| 46 | 120 | 131 | 137 | |
| Operating Profit | 129 | 602 | 597 | 611 |
| OPM % | 74% | 83% | 82% | 82% |
| 12 | 79 | 57 | 60 | |
| Interest | 66 | 277 | 256 | 241 |
| Depreciation | 66 | 293 | 286 | 270 |
| Profit before tax | 9 | 111 | 112 | 160 |
| Tax % | -50% | -25% | -20% | |
| 14 | 139 | 134 | 107 | |
| EPS in Rs | 0.42 | 4.29 | 4.14 | 3.32 |
| Dividend Payout % | 248% | 240% | 259% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | % |
| TTM: | 4% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | % |
| TTM: | -18% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | % |
| 1 Year: | 12% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | 3% |
| Last Year: | 4% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2024 | Mar 2025 | Mar 2026 | Sep 2026 | |
|---|---|---|---|---|
| Equity Capital | 3,240 | 3,240 | 3,240 | 3,240 |
| Reserves | 18 | -119 | -343 | -494 |
| 3,427 | 3,335 | 3,281 | 3,253 | |
| 857 | 821 | 841 | 896 | |
| Total Liabilities | 7,542 | 7,277 | 7,019 | 6,896 |
| 6,778 | 6,495 | 6,250 | 6,123 | |
| CWIP | 8 | 21 | 0 | 0 |
| Investments | 0 | 291 | 64 | 338 |
| 757 | 470 | 704 | 435 | |
| Total Assets | 7,542 | 7,277 | 7,019 | 6,896 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| 87 | 638 | 617 | |
| 10 | -23 | 294 | |
| -60 | -644 | -668 | |
| Net Cash Flow | 38 | -29 | 243 |
| Free Cash Flow | 82 | 619 | 587 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | 69% | 106% | 104% |
Ratios
Consolidated / View Standalone
| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Debtor Days | 132 | 22 | 16 |
| Inventory Days | |||
| Days Payable | |||
| Cash Conversion Cycle | 132 | 22 | 16 |
| Working Capital Days | 232 | 57 | 18 |
| ROCE % | 6% | 6% |
Insights
In beta| Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|
| Receivable Period Days |
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| Weighted Average PPA Tariff INR/kWh |
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Extracted by Screener AI
Documents
Announcements
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Outcome of Board Meeting
- Q2 FY26 results approved; distribution of INR 3.13984 per unit, totaling INR 1,017.3 million, record date October 31, 2026.
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Outcome of Board Meeting
- SEIT approved Q2 FY27 results, declared Rs 3.13984/unit distribution, and set October 31, 2026 record date.
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Record Date
- SEIT approved Q2 FY27 results, ₹3.13984/unit distribution, record date October 31, 2026.
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Disclosure of Valuation report
- SEIT approved Q2 FY27 results and declared INR 3.13984 per unit distribution; record date October 31, 2026.
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Updates
- SEIT approved Q2 FY27 results and declared ₹3.13984 per unit distribution; record date October 31, 2026.
Annual reports
No data available.
Business Overview:[1]
SEIT is a renewable energy infrastructure investment trust (InvIT) sponsored by Mahindra Susten Pvt Ltd and Ontario Teachers’ Pension Plan (OTPP). The trust is managed by Sustainable Energy Infra Investment Managers Pvt Ltd as the investment manager, Green Energy Infra Project Managers Pvt Ltd as the project manager, and Axis Trustee Services Ltd as the trustee.
SEIT holds an operational solar portfolio of 1.13 GW (AC) across 8 projects in 5 states. The company has strategically aligned its portfolio to focus primarily on central counterparties and state distribution companies (discoms) with a proven track record of timely payments.