Q1 2026 Nexus Select Trust Earnings Call Transcript

Jul 30, 2025 / 12:00 PM GMT

Release Date Price: ₹147.95 (-0.36%)

Transcript

Key Points

Positve

Nexus Select Trust (BOM:543913) reported a strong operational and financial quarter with NOI growing 12% year on year.
The company declared a distribution of INR338 crores, marking its 8th consecutive quarter of 100% distribution payout.
Recently acquired assets, Nexus Vegas City and Nexus MBD Neopolli complex, showed impressive growth in NOI and tenant sales.
Leasing occupancy is strong at 97.2%, with a healthy pipeline of opportunities for future growth.
The company has a robust balance sheet with a reduced average cost of debt, benefiting from recent repo rate cuts.

Negative

Consumption growth was impacted by temporary disruptions in the north due to geopolitical reasons, affecting malls in Delhi and other areas.
Despite strong NOI growth, the dividend growth was only 4%, which is lower than expected.
Footfall growth on a like-for-like basis was flat, indicating challenges in attracting more visitors.
There were disruptions in Ahmedabad due to competitive entry and blackouts, impacting performance.
Occupancy at Select City Walk was slightly down due to churn and store fit-outs, affecting trading occupancy.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NEXE.NS - Nexus Select Trust
Q1 2026 Nexus Select Trust Earnings Call
Jul 30, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to earnings conference call of Nexus Select Trust for Q1 FI 26. As a reminder, all participant lines will be in the less only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Pradeephaara, Chief Investor relations officer and head strategy from Nexus Select Trust.

Thank you and over to you, sir.

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Unidentified_2 [2]
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