Nexus Select Trust
Nexus Select Trust Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
2 of 4 strong
The short version
FY27 targets 9% Distribution Per Unit (DPU) growth, indicating healthy income growth. - Consumption growth assumption for FY27 is around 8%, reflecting sustained demand. - Net Operating Income (NOI) growth guidance around 7%, with potential upside from revenue share and mark-to-market rental revisions. - Leasing spreads expected to sustain at 18-20%, supported by limited near-term new Grade-A retail supply. - Re-leasing and strategic churn to contribute incremental NOI growth, with 1.3 to 1.5 million sq.ft. FY27 DPU (Distribution per Unit) growth targeted at 9%, with guidance of INR 9.8-10 per unit, up from INR 9.1 in FY26.
From Nexus Select Trust's Q4 FY26 earnings-call transcript · updated 30 Aug 2026.
Revenue & Sales Performance
- FY27 targets 9% Distribution Per Unit (DPU) growth, indicating healthy income growth.
- Consumption growth assumption for FY27 is around 8%, reflecting sustained demand.
- Net Operating Income (NOI) growth guidance around 7%, with potential upside from revenue share and mark-to-market rental revisions.
- Leasing spreads expected to sustain at 18-20%, supported by limited near-term new Grade-A retail supply.
- Re-leasing and strategic churn to contribute incremental NOI growth, with 1.3 to 1.5 million sq.ft. of leasing activity expected annually.
- Strong consumption momentum in key categories like jewellery, fashion, electronics, and entertainment driving volume and revenue growth.
- Acquisition pipeline active with 2-3 new assets targeted annually, supporting inorganic growth.
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
- Nexus Select Trust continues its inorganic growth strategy, aiming to add 2-3 assets every year to the portfolio.
- They have introduced 3 strategic pillars for acquisitions:
- Strategic tie-ups with reputed developers for under-construction malls (e.g., partnership with Subodh Runwal Group for a 7 lakh sq ft mall in MMR).
- Strategic expansions within existing malls (e.g., bolt-on acquisition of 60,000 sq ft retail space in Nexus Elante complex, Chandigarh).
- Sponsor pipeline acquisitions, including the South City asset in Kolkata held since 2025.
- Acquisition pipeline consists of 8 assets across India, with two under due diligence and the Diamond Plaza, Kolkata deal closing underway.
- Focus on acquiring under-managed, under-leased, or under-invested assets to unlock value.
- Plans to strengthen presence in Eastern India with acquisitions like Diamond Plaza and potential others.
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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
See what Nexus Select Trust said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Nexus Select Trust's call on order book
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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 Q4 FY26 results?
FY27 targets 9% Distribution Per Unit (DPU) growth, indicating healthy income growth. - Consumption growth assumption for FY27 is around 8%, reflecting sustained demand. - Net Operating Income (NOI) growth guidance around 7%, with potential upside from revenue share and mark-to-market rental revisions. - Leasing spreads expected to sustain at 18-20%, supported by limited near-term new Grade-A retail supply. - Re-leasing and strategic churn to contribute incremental NOI growth, with 1.3 to 1.5 million sq.ft. FY27 DPU (Distribution per Unit) growth targeted at 9%, with guidance of INR 9.8-10 per unit, up from INR 9.1 in FY26.
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 57.4 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 continues its inorganic growth strategy, aiming to add 2-3 assets every year to the portfolio.
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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.