Brookfield India REIT earnings calls.

Brookfield India REIT delivered a 56% YoY revenue growthCurrent reported value: 56% YoY revenue growth. No comparable prior figure is available in the source record. to ₹714Current reported value: 714. No comparable prior figure is available in the source record. crore in Q1 FY27, driven by the EcoWorld acquisition contribution and ~8% same-store NOI growthCurrent reported value: ~8% same-store NOI growth. No comparable prior figure is available in the source record.. The portfolio remains 93% committed occupancyCurrent 93% committed occupancy. Reported change: +4pp YoY. with 6.7-year WALE, having completed 1.1 million sq ft of gross leasing at ₹100 psf/month average rent with a 14% re-leasing spreadCurrent 14% re-leasing spread. Reported change: Within 15-20% range.. Management reiterated its 15% DPU growth targetCurrent 15% DPU growth target. Reported change: Organic growth potential. from portfolio stabilization over ~2 years, with assets targeting 96-97% occupancy. The ₹1,700 crore Godrej BKC acquisition (₹850 crore for 50% stake) at 7.4% cap rateCurrent reported value: 7.4% cap rate. No comparable prior figure is available in the source record. with 7.1% DPU yield is expected to close by end of next month. The sponsor pipeline includes Watermans Campus (1.4msf, Mumbai) and Bluegrass Business Park (2msf, Pune). The LTV stands at a conservative 25.9%Current reported value: 25.9%. No comparable prior figure is available in the source record. with ₹4,300 crore available headroom to the 35% threshold. Tax regime changes from old (29-35%) to new (28%) and removal of MAT liability are expected to be EPS accretiveCurrent reported value: EPS accretive. No comparable prior figure is available in the source record., with full impact to be disclosed next quarter. Risk: rent-generating occupancy at 89% vs 93% committedCurrent 89% vs 93% committed. Reported change: +4pp YoY. creates a 4% gap, and rising interest rate environment affects the 90% floating-rate debtCurrent reported value: 90% floating-rate debt. No comparable prior figure is available in the source record. book.