NS

Nexus Select Trust

Q3 FY25Realty

Nexus Select Trust Q3 FY25 earnings call: Revenue & Margins

Q3 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹167
Market cap₹25.4K Cr
P/E57.7
Updated23 Aug 2026
Read4 min read

The short version

Long-term consumption growth is expected around 7%-7.5%; currently at 6% with potential improvement as government’s INR 1 lakh crore stimulus starts circulating (Dalip Sehgal, p14). Long-term NOI growth target is around 7%-7.5% annually, with current nine-month NOI growth at 6%.

From Nexus Select Trust's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Long-term consumption growth is expected around 7%-7.5%; currently at 6% with potential improvement as government’s INR 1 lakh crore stimulus starts circulating (Dalip Sehgal, p14).
  • Nine months NOI growth stood at 6% with rental escalations contributing 4%-4.5%, re-leasing spreads adding 1%-1.5%, and flat revenue share (Rajesh Deo, p14).
  • Consumption growth and NOI growth are expected to track closely going forward (Pratik Dantara, p13).
  • The government’s tax relief measures are expected to boost disposable incomes and discretionary spending, supporting consumption growth (p3).
  • Retail leasing demand remains robust with 97.6% occupancy and healthy 20%+ spreads on re-leasing (p4).

2 more points from Nexus Select Trust's call on revenue

Pro opens every point from 15K+ earnings calls

Profitability & Margins

See what Nexus Select Trust said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Acquisition of Vega City mall is expected to close soon; the deal was delayed due to administrative issues (Page 6, 11).
  • North India acquisition is in the final documentation phase, expected to close soon (Page 6, 11).
  • Pipeline includes about 3-4 more assets under bilateral discussions beyond announced 1.8 million sq ft acquisitions (Page 11).
  • Target to add about 2 to 3 malls every year; pipeline is strong and progressing (Page 11).

2 more points from Nexus Select Trust's call on capex

Pro opens every point from 15K+ earnings calls

Top-ranked in Realty

Ranked on what management guided this quarter

Guidance-ranked
Rev 1Mar 3
2Man Infra
Rev 2Mar 1
3
Rev 2Mar 1
4
Rev 2Mar 3
5
Rev 2Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Nexus Select Trust said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention a "current or expected orderbook" or "pending orders" in the traditional sense related to construction or manufacturing. However, related to acquisitions and pipeline of malls: - Announced acquisitions: Approximately 1.8 million square feet including Vega City mall, Hyderabad malls, and North India acquisitions. - Additional pipeline: 3 to 4 more mall assets are in active discussions, expected to close in FY26. - Acquisition pipeline is described as strong, with focus currently on closing ongoing transactions. - Target of adding 2-3 malls every year remains on track though slightly delayed.

2 more points from Nexus Select Trust's call on order book

Pro opens every point from 15K+ earnings calls

Nexus Select Trust — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹652 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Others in Realty this season

  • Anant Raj Ltd (Q3 FY25)

    Q3 FY25 revenue from operations stood at INR 544 crores, up 36% YoY (Page 7). Key concall takeaways from Anant Raj Ltd's Q3 FY25 earnings call — and how it…

  • Suraj Estate Developers Ltd (Q3 FY25)

    1,600 crores (Rs. Key concall takeaways from Suraj Estate Developers Ltd's Q3 FY25 earnings call — and how it ranks against sector peers.

  • Arvind SmartSpaces Ltd (Q3 FY25)

    3,000 crore, with potential to exceed Rs. Key concall takeaways from Arvind SmartSpaces Ltd's Q3 FY25 earnings call — and how it ranks against sector peers.

  • Sobha Ltd (Q3 FY25)

    Sobha Limited's contracts and manufacturing segment revenue for the quarter was about ₹160 crores. Key concall takeaways from Sobha Ltd's Q3 FY25 earnings call…

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Nexus Select Trust and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Nexus Select Trust Q3 FY25 results?

Long-term consumption growth is expected around 7%-7.5%; currently at 6% with potential improvement as government’s INR 1 lakh crore stimulus starts circulating (Dalip Sehgal, p14). Long-term NOI growth target is around 7%-7.5% annually, with current nine-month NOI growth at 6%.

What is Nexus Select Trust share price analysis?

Nexus Select Trust currently shows a neutral. The stock trades at a P/E of 57.7 with a market cap of ₹25,394 Cr. Investors should review the full earnings analysis for detailed insights.

Is Nexus Select Trust planning capital expenditure?

Acquisition of Vega City mall is expected to close soon; the deal was delayed due to administrative issues (Page 6, 11).

Keep Nexus Select Trust on your radar — track it to get its next earnings analysis in your feed.

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.