BSENexus Select TrustMinimalNeutral
Announced Wed, 13 May · 17:46 IST

Nexus Select Trust has informed the Exchange regarding Disclosure of material issue

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nexus Select Trust, India's only listed retail REIT, reported FY26 consolidated revenue of ₹2,655.30 Cr, up ~11% YoY from ₹2,399.41 Cr in FY25. Net Distributable Cash Flow (NDCF) for the year came in at ₹1,375.89 Cr, with a near-100% distribution payout ratio of 99.98%. Distribution Per Unit (DPU) for FY26 stood at ₹9.081, reflecting 9% YoY growth over ₹8.350 in FY25. The trust's Mall segment remains the dominant contributor with Retail NOI of ₹1,734.84 Cr, growing 13% YoY. Consumption grew 15% YoY. NAV per unit stood at ₹164.00. The board declared Q4 distributions of ₹346.33 Cr (₹2.286 per unit split across interest, dividend, other income, and debt amortization). Recent acquisitions — Vega City mall, MBD Neopolis with Radisson Blu hotel, and 6 units at Nexus Elante — are reflected in the results.

Likely market impact

Strong operational performance with double-digit revenue and DPU growth signals a healthy retail REIT. Near-full payout ratio and solid consumption growth support unit holder confidence, though investors should monitor rising finance costs and deferred tax charges affecting net profit.