Brookfield India Real Estate Trust Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 24 May 2026 | Realty | Market Cap: ₹28.5K Cr
Brookfield India Real Estate Trust expects continued growth driven by increasing occupancy and lease renewals. Brookfield India Real Estate Trust expects organic growth in income at 5-6% per year at current occupancy (93%), driven by contracted rent increases and improving occupancy.
From Brookfield India Real Estate Trust's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹343
Market Cap
₹28.5K Cr
P/E Ratio
59.5
Revenue Rank
Margin Rank
How does Brookfield India Real Estate Trust rank in Realty?
Compare Brookfield India Real Estate Trust against every Realty company this quarter on revenue, margins and earnings-call signals.
Brookfield India Real Estate Trust — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹960 Cr, net profit ₹54 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Brookfield India Real Estate Trust expects continued growth driven by increasing occupancy and lease renewals.
- →Income at current 93% occupancy is projected to grow 5-6% annually from contracted rents; same-store income grew about 10% last two years.
- →With improvements in occupancy from 93% toward 96-97%, a 6-7% uptick in income is anticipated.
- →DPU (distribution per unit) is expected to grow accordingly, with historical growth of 11% year-on-year; however, no specific guidance is given.
- →Acquisition of high-occupancy, front-office, or GCC-led assets is planned to diversify portfolio and drive inorganic growth.
- →QIP proceeds will be utilized for future acquisitions, adding to NAV and cash flow growth.
- →Overall, a stable to improving leasing environment with strong tenant demand supports positive revenue and volume growth outlook.
📈 Profitability & Margins
Rank 1- →Brookfield India Real Estate Trust expects organic growth in income at 5-6% per year at current occupancy (93%), driven by contracted rent increases and improving occupancy.
- →Rental income growth could reach 6-7% as occupancy rises from 93% towards 97%.
- →Distribution per Unit (DPU) is expected to grow from current levels, with a prior 11% increase seen from Rs 19.25 to Rs 21.40.
- →Debt repayments and cost savings (~Rs 60-65 crores interest savings) are anticipated to positively impact DPU.
- →Additional inorganic growth through use of QIP proceeds (~Rs 2,600 crores raised) and available dry powder (~Rs 50 billion) will support NAV and earnings expansion.
- →Leasing momentum and mark-to-market rental gains across portfolios contribute to positive rent and income trajectory.
- →Management is confident occupancy at key assets will move towards mid-to-high 90s, supporting sustained cash flow growth.
🏗️ Capital Expenditure Plans
Yes- →Capital work-in-progress (CWIP) of INR 463 crores mainly attributed to K1, expected to be capitalized by December 2026 (Page 17).
- →Asset upgrades and new development at K1, with completion targeted by end of 2026 (Pages 15, 17).
- →Planned conversion of SEZ areas and further area conversions based on demand with good tenant pipeline (Page 15).
- →Development pipeline includes about 0.5 million sq ft attributed mostly to K1 (Page 17).
- →Future development on land in Kolkata to be demand-driven, with preference for demand-based development (Page 15).
- →Use of QIP proceeds for future acquisitions expected to drive inorganic growth and increase NAV (Page 9).
- →Strategic capital raise through 360 ONE at asset level to offset deferred consideration of INR 1,125 crores, with plans to consolidate stake into REIT in 3-4 years (Page 16).
💰 Fundraising & Capital Structure
Yes- →Current pro forma Loan-to-Value (LTV) stands at 25.2%, well below the 35% target threshold, providing dry powder of approximately Rs 50 billion for future acquisitions (Page 5).
- →No specific mention of immediate new equity fundraising beyond the recent QIP of Rs 26 billion and 360 ONE investment of Rs 11.3 billion completed in April 2026 (Page 4 and 5).
- →Debt profile:
- → - Average cost of debt is around 7.3%, with a long-dated debt profile and minimal near-term maturities (Page 5).
- → - Plans to reduce debt by Rs 3,600 crores through use of raised funds, leading to interest savings of Rs 60-65 crores benefiting distributions (Page 6).
- → - Ongoing evaluation to increase fixed-rate debt proportionally, but no fixed target ratio specified (Page 6).
- → - Limited upcoming debt maturities and monitoring of cost between bank loans and bonds (Page 6).
- →Open to raising capital selectively when available at a good price (Page 16).
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Brookfield India Real Estate Trust Q4 FY26 results?
Brookfield India Real Estate Trust expects continued growth driven by increasing occupancy and lease renewals. Brookfield India Real Estate Trust expects organic growth in income at 5-6% per year at current occupancy (93%), driven by contracted rent increases and improving occupancy.
What is Brookfield India Real Estate Trust share price analysis?
Brookfield India Real Estate Trust currently shows a below-average growth signal. The stock trades at a P/E of 59.5 with a market cap of ₹28,506 Cr. Investors should review the full earnings analysis for detailed insights.
Is Brookfield India Real Estate Trust planning capital expenditure?
Capital work-in-progress (CWIP) of INR 463 crores mainly attributed to K1, expected to be capitalized by December 2026 (Page 17).
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.