BROOKFIELDINDIAREALESTAT / Q3-FY26 / claim-ledger

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Brookfield India Real · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

73%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Deep Sha · BNK Securities

partial

Timeline for converting 3.1M sq ft from 62% to 90% occupancy and nature of 650M receivable.

we have applied for about 1.9 million square ft² of area across our assets for conversion which is all leased out... additional 1.2 million which is under advanced stages of conversion... while 62% looks at 31st December but next quarter this would have been substantially leased... the existing lead portfolio X Ecoorld has generated 5.4 rupees DPU by itself... Ecoorld contributed 65 crores of cash...

Punit Kulati · HSBC

direct

Leasing outlook for IT commercial part of downtown Pawai and upcoming expiries at K1.

on kata we already have signed the term sheet... beyond 1.2 million square ft we have additional .5 million square ft terms sign... in Pway whatever vacancy we are getting we have signed term sheet for that as well... Q4 we have 1.1 million square feet of expireies out of which 800,000 are already kind of spoken for...

Perves Kazi · Noam

evasive

Expected portfolio occupancy in a year and outlook for G1 and G2 occupancy.

right now we are not giving a leasing forecast we can give it probably next quarter... leasing momentum will remain strong and we'll see leasing occupancy moving up quarter on quarter basis... G1 and G2 we have seen occupancies moving up and it will continue to move up...

Yashas Gilganchi · Bob Capital Markets Limited

direct

Expected stabilized occupancy for Eco World and timeline for incremental NOI of 0.4M.

in e code we already at 94%... all assets eventually will achieve high 90s... we should achieve high 90s in next 12 to 18 months... on the deduction in eco world interest rates by 1%... it is currently at 8.4 it'll come down to 7.4 before by 1st of February.

Yashas Gilganchi · Bob Capital Markets Limited

direct

Reason for lower releasing spreads and expected trend.

it's a function of the mix of the expireies... on a steady state basis, if you take full financial year performances, we've always been in high teens, anywhere between 15 to 20 and that can be expected to be long-term trend for next two to three years.

Yashas Gilganchi · Bob Capital Markets Limited

evasive

Reason for contracted weighted average lease terms and future trend.

not really... our weighted average terms on whole are going down it could be... this is 6.5 years... some of the leases we signed last quarter were 15 year leases... I don't see a impact either ways going down or going up.

Pitesh · Access Capital

direct

How much of the 1.2M sq ft conversion pipeline is for G1 and G2, and N2 expiry next year.

out of that about 5 million is in G2 which is largely backed by LOI's... G1 doesn't have a component of that or just .1 million square ft... on N2 expiry we have a tenant and we are hopeful we should be able to back with the space.

Pitesh · Access Capital

partial

DPU trajectory and whether the 25.6 target is back-ended.

for the next quarter ecoorld will contribute 100% of operational cash flows... on the guidance for future projections we are not giving any guidance... it will keep inching up every quarter... our target of 25 is at 97... we'd like to do it in four quarters, five quarters, maybe six, seven... in the next two years the idea would be to touch this number.

Samat Akar · Ambit Cap

direct

Preference for acquisitions: mature assets at lower cap rates or assets with delta potential.

strategy remains to buy stable assets with limited operating risk... we will look at 33 to 35% as our cap LTV on the bank borrowings... right now we are at 31... idea would be to stay around the 33 number in the long term.

Sumit Kumar · GM Financial

direct

Expected NOI margins for Eco World and economic occupancy vs committed occupancy.

it should be in the same similar range... we are expecting similar NOI margins of 90 to 100% for this campus as well... entire all of the cases are rent yielding... you should assume 94% as rent yielding.

Dje · Sambar Financial Services LLP

direct

Plans to improve tax-efficient distribution mix and target dividend component.

we are targeting to achieve a 30% dividend mix in the overall distributions... whatever we increase in dividend will come out from interest... which will become 30 dividend 50 repayment and 20 interest.