Road-sector infrastructure investment trusts (InvITs) are expected to record a roughly 30 per cent increase in assets under management (AUM) in 2026-27. The AUM is projected to grow to about Rs 3.9 trillion by March 2027 from Rs 3 trillion at March 2026. The growth will be driven by the monetisation push and developers transferring HAM and toll assets into InvITs. Toll roads currently dominate InvIT portfolios, making up about 85 per cent of AUM, due to steady cash flows from traffic growth and inflation-linked toll hikes.
Going forward, greater geographic and concession-type diversification, a widening investor base, and controlled leverage to support strong credit profiles can be expected.
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