Nexus Select Trust
Nexus Select Trust Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Strong consumption growth momentum expected to continue through second half of FY 2026, with October showing significantly better growth than Q2 (16% growth in Q2). Nexus Select Trust expects robust future growth in retail NOI and distributions, remaining on track to achieve full-year FY 2026 guidance.
From Nexus Select Trust's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Strong consumption growth momentum expected to continue through second half of FY 2026, with October showing significantly better growth than Q2 (16% growth in Q2).
- Retail NOI grew 14% year-on-year in Q2 FY 2026, with guidance on track for full-year NOI and distribution targets.
- Pipeline of 10 assets, including 3 under due diligence, with acquisition-related NOI additions expected to support future growth.
- Premiumization strategy driving higher trading densities and tenant sales growth, especially in malls like Seawoods and Ahmedabad.
- Expectation of double-digit growth in categories such as fashion, jewellery, beauty & personal care, and electronics.
- Footfalls are increasing aided by marketing initiatives and new store openings; footfall growth noted at around 3%.
2 more points from Nexus Select Trust's call on revenue
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Profitability & Margins
See what Nexus Select Trust said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The Trust is actively integrating newly acquired assets quickly, reducing integration timelines from 8-10 months to 5-6 months, indicating ongoing capital investment in asset enhancements.
- Focus on transforming optimally leased malls by targeting lease expiries in 12-24 months and refurbishing aesthetics within 6-12 months post-acquisition.
- A greenfield development is included in the pipeline of 10 assets (nine malls plus one greenfield), showing plans for future capital investment in new projects.
- Leasing initiatives involve premiumization strategies, with addition of high-value brands and proactive space allocation to categories like Jewellery, Beauty & Personal Care, and Electronics, implying capex on tenant fit-outs.
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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
- Nexus Select Trust has a robust inorganic growth pipeline consisting of 10 assets.
- Out of these, 3 assets are currently under due diligence and expected to close in the next 5 to 6 months.
- The pipeline includes nine malls plus one greenfield asset.
- The acquisitions primarily involve Grade-A assets, with some being under-leased requiring occupancy improvement.
- The pipeline helps the Trust pursue an annual recurring NOI addition target (INR 150 crores) and is on track to meet this goal.
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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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- Man Infraconstruction Ltd (Q2 FY26)
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- Raymond Realty Ltd (Q2 FY26)
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Frequently Asked Questions
What were Nexus Select Trust Q2 FY26 results?
Strong consumption growth momentum expected to continue through second half of FY 2026, with October showing significantly better growth than Q2 (16% growth in Q2). Nexus Select Trust expects robust future growth in retail NOI and distributions, remaining on track to achieve full-year FY 2026 guidance.
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?
The Trust is actively integrating newly acquired assets quickly, reducing integration timelines from 8-10 months to 5-6 months, indicating ongoing capital investment in asset enhancements.
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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.