Nexus Select Trust

Nexus Select Trust delivered a strong Q4 FY26 with 8%Current 8%. Reported change: +8% YoY. footfall growth and 19%Current 19%. Reported change: +19% YoY. consumption growth, driving retail NOI up 11%Current reported value: 11%. No comparable prior figure is available in the source record. YoY. Full-year DPU reached INR 9.1, meeting guidance, and FY27 DPU guidance of INR 9.8-10 implies 9%Current reported value: 9%. No comparable prior figure is available in the source record. growth. Key drivers include robust demand across fashion, jewelry, and electronics, with jewelry consumption share rising 300bps to 7%. Occupancy remains high at 97%Current 97%. Reported change: +400bps vs market., and the company expects 20% mark-to-market on 45% of gross rental expiring over four years. The acquisition pipeline is strong with eight assets, including Diamond Plaza Kolkata. Risks include potential macroeconomic headwinds from global conflicts and rising interest costs, though management remains confident in sustained consumption momentum.