BSENexus Select TrustMinimalNeutral
Announced Tue, 3 Feb · 20:51 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 with a 10.7 Msf portfolio across 15 consumption centres in 10 cities, has filed its Q3 FY26 (quarter ended December 31, 2025) consolidated financial results. Revenue from operations grew to ₹671.16 Cr from ₹594.39 Cr in Q3 FY25, while profit for the period rose to ₹139.40 Cr from ₹118.73 Cr. The trust declared a distribution of ₹2.367 per unit, aggregating to ₹358.60 Cr, with a 99.98% payout ratio. Cumulative distribution for 9M FY26 stands at ₹6.795 per unit (₹1,029.44 Cr). Key highlights include 16% YoY consumption growth, 15% YoY retail NOI growth, and an EPS of ₹0.92 vs ₹0.78 in Q3 FY25.

Likely market impact

Strong quarter for unitholders with robust consumption and NOI growth, higher distributable cash flows, and near-100% payout — likely to support unit price sentiment. The filing is routine regulatory disclosure (newspaper publication of already-approved results), so no new fundamental catalyst beyond the already-disclosed numbers.