DPU growth of 19% at 97.5% occupancy
Management expects DPU to grow 19% once the current portfolio achieves stabilization at 97.5% occupancy, excluding contractual escalations and mark-to-market gains.
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What management said would happen.
growth
Borrowing cost to reduce to 7.3% in Q4 FY26
Average cost of debt expected to decline from 7.6% to 7.3% in Q4 FY26, following a 25 bps repo rate cut and reduction in Eco World borrowing costs.
Target 30% dividend mix in distributions
Management targets achieving a 30% dividend mix in overall distributions over the next few quarters through capital restructuring activities.
Occupancy target of 96%+ by FY27 end
Management expects committed occupancy to reach 96%+ by end of FY27, driven by leasing momentum and conversion of SEZ spaces.
DPU growth of 6-7% annually
Management guided for DPU growth of 6-7% per year from current levels, implying ~₹1-1.5 per unit increase annually.
Interest savings of ₹60-65Cr from debt repayment
Post QIP and 361 investment, debt repayment of ~₹3,600Cr will save ₹60-65Cr in interest, flowing into distributions from May onwards.
Dividend mix to reach ~25% in FY27
The dividend component of DPU is expected to increase from 16% to ~25% in FY27, impacted by MAT write-offs.