Deal Description

A European institutional capital platform is actively deploying large-scale, long-tenor funding into Indian infrastructure projects. The mandate focuses on bringing competitively priced, structured capital to support India’s growth across transport, energy transition, renewables, utilities, logistics, digital infrastructure, and urban development. With strong appetite from pension funds, insurers, sovereigns, and private credit institutions, the platform targets de-risked, cashflow-backed infrastructure opportunities.

The investment approach is built around creating investment-grade structures that align with infrastructure project risk profiles. This includes SPV-based frameworks with ring-fenced cashflows, escrow-driven waterfalls, DSRA mechanisms, and robust security packages linked to concession agreements or long-term contracts such as PPAs and annuity models. Flexible structuring allows for senior and subordinated tranches, enabling optimal capital efficiency while maintaining downside protection. Additional credit enhancement tools such as partial guarantees, multilateral/DFI participation, and insurance-backed risk coverage are used to improve pricing and extend tenor.

Key Investment Highlights:

₹1,500 Cr+ ticket size per project (scalable for platforms)

Competitive senior debt pricing (~5–7%, structure-dependent)

Long-tenor capital aligned with infrastructure lifecycle

Strong focus on de-risked, contracted or quasi-contracted assets

Suitable sectors: renewables, transmission, industrial parks, roads, ports, logistics, urban infra, and digital infrastructure.

Attached Files