Nexus Select Trust
Nexus Select Trust Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
1 of 3 strong
Not discussed on this call: fundraise, order book.
The short version
Consumption growth was robust at 17% year-on-year in Q1 FY27, with positive momentum continuing into July. Nexus Select Trust expects continued robust growth driven by consumption growth of 17% in Q1 FY27 and sustained momentum into July.
From Nexus Select Trust's Q1 FY27 earnings-call transcript · updated 9 Sept 2026.
Revenue & Sales Performance
- Consumption growth was robust at 17% year-on-year in Q1 FY27, with positive momentum continuing into July.
- Broad-based double-digit growth across categories like fashion (mid-teens), jewellery (75%+ growth), electronics (24%), F&B (12%), and entertainment (16%).
- Positive demand supported by key festive occasions and wedding season boosts.
- NOI growth of 11% and rental growth expected at 8-9% annually driven by contracted escalations (5% per year), 20% mark-to-market upsides on renewals, and revenue share increases.
- Approximately 54% of gross rentals from leases expiring over the next four years present a healthy mark-to-market upside of ~20%.
- Strategic churn and onboarding of premium brands expected to elevate rental and trading densities further.
- Acquisition pipeline robust with eight identified assets, including expected closures in the East, supporting growth trajectory.
- Overall, expect continued double-digit consumption and NOI growth assuming a supportive macro environment.
Profitability & Margins
See what Nexus Select Trust said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Construction progress is ongoing for Nexus Runwal Gardens Mall in the Mumbai Metropolitan Region (MMR).
- Around 70% of the foundation work for Nexus Runwal Gardens Mall is completed.
- The balance foundation work, raft, and basement slabs are expected to be completed by September 2026.
- The project remains on schedule with the expectation to acquire the asset by March 2028.
- The acquisition pipeline is robust with eight identified retail assets across India.
- Acquisition of Diamond Plaza is expected to close within the next 30 to 60 days.
- Additional transactions and acquisitions (two to three high-quality assets) are planned over the coming months to strengthen the portfolio.
- Strategic churn and premiumization efforts, such as replacing underperforming anchors with premium brands, indicate ongoing asset management investments.
Fundraising & Capital Structure
See what Nexus Select Trust said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Nexus Select Trust has a robust acquisition pipeline with eight identified retail asset opportunities across India.
- Currently, two assets are under due diligence.
- The acquisition of Diamond Plaza in Kolkata is expected to close within the next 30 to 60 days.
- Beyond Diamond Plaza, the pipeline includes a few assets primarily in the eastern part of India, with near-term plans to close or sign over the next 45 to 60 days.
- The trust aims to add two to three high-quality assets to its portfolio during the year, strengthening its growth trajectory.
- These pipeline acquisitions are excluding Diamond Plaza.
- The acquisitions are part of the strategic plan to expand and premiumize the portfolio.
How does Nexus Select Trust rank vs peers in Realty?
Pro featureNexus 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's management said in earlier quarters
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Frequently Asked Questions
What were Nexus Select Trust Q1 FY27 results?
Consumption growth was robust at 17% year-on-year in Q1 FY27, with positive momentum continuing into July. Nexus Select Trust expects continued robust growth driven by consumption growth of 17% in Q1 FY27 and sustained momentum into July.
What is Nexus Select Trust share price analysis?
Nexus Select Trust currently shows a below-average growth signal. The stock trades at a P/E of 57.1 with a market cap of ₹25,132 Cr. Investors should review the full earnings analysis for detailed insights.
Is Nexus Select Trust planning capital expenditure?
Construction progress is ongoing for Nexus Runwal Gardens Mall in the Mumbai Metropolitan Region (MMR).
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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.