Nexus Select Trust
Nexus Select Trust Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q3 FY26 call signalled
3 of 5 strong
The short version
Consumption is expected to grow at about 8% leading to revenue share contributing approximately 1%–1.5% growth. NOI growth expected at a steady-state rate of about 8.5% to 9% annually, driven by: - 5% growth from minimum guaranteed rentals with 15% escalation every three years.
From Nexus Select Trust's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Consumption is expected to grow at about 8% leading to revenue share contributing approximately 1%–1.5% growth.
- Cost-saving measures and growth from hotels and offices add another 0.5%–1% to Net Operating Income (NOI) growth.
- Overall, steady-state NOI growth is projected at 8.5%–9%.
- Minimum guaranteed rentals escalate at ~15% every three years, contributing around 5% annual growth.
- Mark-to-market rental renewals contribute up to 2% growth annually.
- Acquisitions are expected to add approximately INR 150 crores of NOI yearly starting FY26.
- The portfolio is targeting expansion to 30-35 malls by 2030 from 19 currently, supported by a robust pipeline.
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Profitability & Margins
See what Nexus Select Trust said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- A recent strategic bolt-on acquisition of 60,000 square feet of prime retail space within Nexus Elante was completed, aimed at activating high-street frontage and leasing to couture brands.
- Plans to selectively replicate such acquisition-led expansion strategies across the portfolio where similar opportunities exist.
- Across the top five malls, there are opportunities in at least two to three assets for expansion or consolidation, such as the 60,000 sq ft opportunity at Elante.
- Discussions on potential Greenfield mall developments are ongoing, with evaluations underway and updates expected in the coming months.
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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 currently has a robust acquisition pipeline with 11 assets across India.
- Out of these, 4 assets are under due diligence and expected to close within the next four to six months (Page 6).
- There are an additional 7 malls in the pipeline that are actively being pursued (Page 6).
- The trust aims to add around INR 150 crores of annual NOI through inorganic growth starting FY 26, continuing for the next five years (Page 6).
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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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Q3 FY26 Revenue from Operations (including Data Centers): ₹641.59 Cr, up 20.00% YoY (Page 7) . Key concall takeaways from Anant Raj Ltd's Q3 FY26 earnings call…
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Frequently Asked Questions
What were Nexus Select Trust Q3 FY26 results?
Consumption is expected to grow at about 8% leading to revenue share contributing approximately 1%–1.5% growth. NOI growth expected at a steady-state rate of about 8.5% to 9% annually, driven by: - 5% growth from minimum guaranteed rentals with 15% escalation every three years.
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?
A recent strategic bolt-on acquisition of 60,000 square feet of prime retail space within Nexus Elante was completed, aimed at activating high-street frontage and leasing to couture brands.
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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.