Nesco Limited has informed the Exchange about Investor Presentation
NESCO · price
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Awaiting price reaction for this filing.
Nesco Limited submitted an investor presentation ahead of the Equirus Annual India Conference 2025 on 19 August 2025. For FY2025, the company reported total income of ₹845 Cr (up 7.9% YoY), EBITDA of ₹551 Cr, and PAT of ₹375 Cr, with 3-year CAGRs of 30.3% (income), 27.8% (EBITDA), and 25.6% (PAT). IT Park Towers 3 and 4 are fully occupied by marquee clients including KPMG, BlackRock, HSBC, PwC, and MSCI, housing 25,000+ employees. The company received an Intimation of Disapproval (IOD) from BMC for Tower 2 (~5 million sq ft, 1.65 million sq ft chargeable area), and a proposed hotel with 732 rooms and 172 service apartments. A new segment — Wayside Amenities — has been awarded 3 tenders covering 11 highway sites, with an estimated capex of ~₹400 Cr. Q1 FY26 showed 72.2% YoY growth in exhibition revenue and 11.9% growth in realty revenue.
The filing showcases strong operational metrics, full IT park occupancy, and a new growth avenue in highway amenities, which is likely to be viewed positively by institutional investors. The Tower 2 approval and hotel project add significant long-term revenue optionality, though the ₹400 Cr Wayside Amenities capex could weigh on near-term cash flows.