Nexus Select Trust
Nexus Select Trust Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Like-for-like consumption growth showed sequential improvement, with 4.6% growth this quarter and 11% year-on-year including acquisitions, indicating positive momentum. Nexus Select Trust expects continued strong NOI (Net Operating Income) growth, targeting 15% NOI growth for the full fiscal year 2026.
From Nexus Select Trust's Q1 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Like-for-like consumption growth showed sequential improvement, with 4.6% growth this quarter and 11% year-on-year including acquisitions, indicating positive momentum.
- Management expects consumption growth to improve further in coming quarters, supported by a good monsoon and income tax relief measures boosting disposable income.
- Strong recovery observed in categories such as Jewellery, Watches, Beauty & Personal Care, and Family Entertainment; Jewellery category sales are expected to double over the year.
- Leasing occupancy is high (97.2%) with healthy rental spread growth of over 20% anticipated on renewals, supporting rental revenue growth.
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Profitability & Margins
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Capital Expenditure Plans
- Nexus Select Trust is actively pursuing Greenfield developments through a partnership model with reputed developers who handle land acquisition and construction, while Nexus manages leasing, operations, and marketing.
- The Trust has multiple conversations ongoing related to Greenfield development, targeting markets with strong consumption and underserved by existing Grade-A malls, including cities beyond their current presence.
- There is a strong pipeline of strategic transactions including asset acquisitions and Greenfield projects, with around 10+ assets in the pipeline across various Indian states.
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Top-ranked in Realty
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Nexus Select Trust — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹652 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Nexus Select Trust's management said in earlier quarters
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Frequently Asked Questions
What were Nexus Select Trust Q1 FY26 results?
Like-for-like consumption growth showed sequential improvement, with 4.6% growth this quarter and 11% year-on-year including acquisitions, indicating positive momentum. Nexus Select Trust expects continued strong NOI (Net Operating Income) growth, targeting 15% NOI growth for the full fiscal year 2026.
What is Nexus Select Trust share price analysis?
Nexus Select Trust currently shows a neutral. The stock trades at a P/E of 57.4 with a market cap of ₹25,276 Cr. Investors should review the full earnings analysis for detailed insights.
Is Nexus Select Trust planning capital expenditure?
Nexus Select Trust is actively pursuing Greenfield developments through a partnership model with reputed developers who handle land acquisition and construction, while Nexus manages leasing, operations, and marketing.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.