Vertis Infrastructure Trust (VERTIS) Corporate presentation summary

Scaled, balanced, and mature portfolio

• Portfolio of 28 operational assets across 9 states with AUM of INR 272 bn and a 53% CAGR since listing.

• Balanced mix of toll and HAM/annuity assets, supporting stable and predictable cash flows.

• Toll portfolio has an operating history of over 16 years, with a weighted average residual life of 13 years.

• 7.2% traffic CAGR from FY19 to FY26, with FY26 traffic growth at 9.9%.

• Cumulative DPU since listing is INR 57.09 per unit, totaling INR 49 bn.

Diversified toll portfolio with robust performance

• Assets are distributed across key traffic corridors, with exposure to 7 states contributing 45% of India's GDP.

• Portfolio diversified by geography, commodity mix, and trip length, mitigating cyclicality.

• High-growth commodities account for 50.7% of traffic; stable growth commodities for 26.4%.

• Weighted average trip length is 832 km, reflecting focus on long-haul freight.

• Traffic growth supported by industrial, port, tourism, and urban drivers across corridors.

Growth driven by full stack organization

• 5x AUM growth since listing, driven by disciplined, NAV-accretive acquisitions.

• In-house expertise across all functions, with a central O&M team managing 28 assets.

• Seamless asset integration and operational transformation post-acquisition.

• Cumulative distributions of INR 57.09/unit and 18.2% investor returns since listing.

• Recognized by NHAI for operational excellence after asset takeovers.