BROOKFIELDINDIAREALESTAT / Q4-FY26 / claim-ledger

Audit the questions that mattered.

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

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

79%

Numeric claims

0

Consistency

Question ledger

What was answered, and how?

Deep Sha · 361 Capital

direct

N2 lease expiry and rental pressure; debt reduction impact on DPU

if you see N2 our occupancy is already up you know from 84% to 94% in one year... we already have kind of a pre-leas le or signed leases for the space which is expiring... we already have signed uh with a large tenant entire tower for leing and it's on a mark to market of you know substantial good mark to market of 25%.

Deep Sha · 361 Capital

direct

Debt reduction impact on DPU

utilizing these uh QIP proceeds and the fund raise at Ecoorld we are expecting to pay around 3600 cr uh of debt and our average debt cost let's say at around 7.3%. uh so that will translate into a uh incremental uh interest saving of around 60 to 65 crores that should flow into the distributions going forward

Pune Gulati · HSBC

direct

Target fixed to floating debt ratio

We don't have we don't necessarily have uh a particular ratio there.

Pune Gulati · HSBC

direct

Working capital and surplus cash for distribution

total security deposit inflow in the current quarter was 72 crores around 73 crores... we still have around 50 to 60 cr available with us from uh previous quarters that can be used uh towards distribution in upcoming quarters.

Pune Gulati · HSBC

direct

Key drivers for NAV increase

We have gained roughly 2,900 crores in our asset valuation... one/ird of it is on account of reduction in cost of debt and hence and cap rates... twoird of it is on account of the operating progress... due to higher occupancy, better rent uh and better npm leading to better cash flows.

Girish Chi · Aendis Park

evasive

DPU trajectory going forward

we as of now are not giving uh any guidance per se... the DPU will uh definitely grow from current levels uh but as of now we we are not giving any guidance

Girish Chi · Aendis Park

partial

Lease expiry profile and releasing strategy for Downtown and Centre

Ghani 27 we have about 2.8 million uh total which is about to expire. out of that we already have uh uh you know renewed.7 million 1.3 million uh is expected to be renewed and about.8 8 billion will expire... in downtown you know you hope to renew

Karan Kana · Ambit Capital

direct

Impact of geopolitical uncertainties on leasing decisions

current when you talk about uh you know global turmoil especially let me talk about uh you know we have seen in terms of tariff we have seen it had no impact occupies have meaningfully moved up in last one year... this war is not going to have a mid to long-term impact uh on any of the leading decisions.

Karan Kana · Ambit Capital

direct

Acquisition pipeline and strategy for sponsor vs third-party assets

the sponsor group today has in their network about 11 to 12 million square feet of operating assets... it'll be natural for us to consolidate stakes... we open to third party uh opportunities as long as of course they're they're highly occupied uh and complement our portfolio.

Yes Gilanchi · BB Capital Markets Limited

evasive

Reason for compression in releasing spreads

the leasing numbers when you see leasing numbers are average and and and leasing leasings are always slightly uh you know you can always probably when you're leasing you know the the expiring rate could be higher or could be lower that determines uh uh where we are

Sumit Kumar · JM Financial Institutional Securities

direct

Gap between committed and actual occupancy; distribution mix guidance

currently we are at a committed occupancy of 93%age... there are uh roughly close to six or seven lakh square ft of le which are under rent freeze currently... in FI27 we expect this 16%age to kind of inch up and and reach roughly around 25 odd percentage number

Mohit Agraal · Research desk

direct

Current market rates for expiring leases in N2, Eco World, Downtown

N2 you know leasing is happening in kind of a 70 kind of range... eco word... anywhere 125 130... Bombay also... in range of about 200 uh 190 200 or slightly around 200.