BSENexus Select TrustHighNeutral
Announced Wed, 30 Jul · 15:08 IST

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

Emphasis Of MatterNegative Operating CashflowResults View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Nexus Select Trust declared its Q1 FY26 (quarter ended June 30, 2025) financial results. Consolidated revenue from operations rose about 10.8% year-on-year to ₹6,135.83 million, while consolidated profit after tax declined roughly 14% to ₹1,195.82 million, hit by higher depreciation and finance costs. On a standalone basis, total income was ₹3,730.12 million with profit after tax of ₹2,902.70 million. The Board declared a distribution of ₹2.230 per unit, aggregating to ₹3,378.45 million, up from ₹2.15 per unit in Q1 FY25. The distribution comprises interest (₹0.642), dividend (₹1.299), other income (₹0.007), and SPV-level debt repayment (₹0.282) per unit. Record date is August 4, 2025, with payment on or before August 11, 2025. The auditor's review report includes an emphasis of matter regarding the classification of Unit Capital as equity rather than a compound financial instrument under REIT rules.

Likely market impact

Unitholders will receive a modestly higher quarterly distribution versus the year-ago quarter, which is supportive. However, the decline in consolidated profit after tax despite revenue growth, due to higher finance and depreciation costs, is a point worth tracking for future earnings momentum.