Nexus Select Trust
- Market Cap ₹ 20,549 Cr.
- Current Price ₹ 135
- High / Low ₹ 156 / 120
- Stock P/E 19.2
- Book Value ₹ 99.2
- Dividend Yield 6.18 %
- ROCE 7.26 %
- ROE 7.07 %
- Face Value ₹ 100
Pros
- Stock is providing a good dividend yield of 6.18%.
- Company is expected to give good quarter
- Company has delivered good profit growth of 38.6% CAGR over last 5 years
- Company has been maintaining a healthy dividend payout of 51.4%
Cons
- The company has delivered a poor sales growth of -4.14% over past five years.
- Tax rate seems low
- Company has a low return on equity of 8.28% over last 3 years.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Peer comparison
Sector: Real Estate Investment Trusts Industry: Construction
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 8m | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| 1,622 | 907 | 1,318 | 0 | 1,069 | 1,313 | |
| 624 | 436 | 536 | 3 | 31 | 20 | |
| Operating Profit | 998 | 471 | 782 | -3 | 1,039 | 1,292 |
| OPM % | 62% | 52% | 59% | 97% | 98% | |
| 79 | 124 | 57 | 0 | 7 | 15 | |
| Interest | 560 | 553 | 524 | 0 | 150 | 235 |
| Depreciation | 261 | 251 | 243 | 0 | 0 | 0 |
| Profit before tax | 256 | -210 | 72 | -3 | 896 | 1,073 |
| Tax % | 19% | -5% | 115% | 0% | 0% | 0% |
| 207 | -199 | -11 | -3 | 894 | 1,069 | |
| EPS in Rs | 5.90 | 7.06 | ||||
| Dividend Payout % | 0% | 0% | 0% | 0% | 35% | 119% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | -4% |
| 3 Years: | 0% |
| TTM: | 23% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 39% |
| 3 Years: | 358% |
| TTM: | 20% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | % |
| 1 Year: | 11% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 6% |
| 3 Years: | 8% |
| Last Year: | 7% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| Equity Capital | 225 | 248 | 325 | 0.00 | 15,095 | 15,095 |
| Reserves | 2,101 | 1,414 | 1,399 | -3 | 136 | -74 |
| 5,971 | 6,294 | 6,319 | 0 | 2,224 | 3,521 | |
| 1,205 | 975 | 997 | 48 | 18 | 22 | |
| Total Liabilities | 9,502 | 8,932 | 9,040 | 45 | 17,473 | 18,565 |
| 7,468 | 7,323 | 7,234 | 0 | 0 | 0 | |
| CWIP | 0 | 21 | 0 | 0 | 0 | 0 |
| Investments | 174 | 206 | 195 | 0 | 14,315 | 14,232 |
| 1,861 | 1,382 | 1,611 | 45 | 3,158 | 4,333 | |
| Total Assets | 9,502 | 8,932 | 9,040 | 45 | 17,473 | 18,565 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| 911 | 413 | 747 | 0 | -33 | -21 | |
| -1,008 | 75 | -271 | 0 | -2,586 | 192 | |
| 106 | -403 | -438 | 0 | 2,671 | -216 | |
| Net Cash Flow | 8 | 85 | 39 | 0 | 52 | -45 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|
| Debtor Days | 31 | 60 | 32 | 0 | 0 | |
| Inventory Days | ||||||
| Days Payable | ||||||
| Cash Conversion Cycle | 31 | 60 | 32 | 0 | 0 | |
| Working Capital Days | -28 | 8 | -1 | 53 | 78 | |
| ROCE % | 4% | 7% | -0% | 12% | 7% |
Documents
Announcements
-
Reg 23(5)(i): Disclosure of material issue
15 May - Submission of newspaper ads for audited financial results ended March 31, 2025.
-
Reg 21: Disclosure of valuation report received by the manager
14 May - Submission of detailed valuation report for Nexus Select Trust assets for FY ended March 31, 2025.
-
Reg 23(5)(i): Disclosure of material issue
14 May - Nexus Select Trust hosts Analyst Day detailing strategy, leasing, and growth plans on May 14, 2025.
-
Reg 21: Disclosure of valuation report received by the manager
13 May - Nexus Select Trust submits FY25 Summary Valuation Report of 19 properties valued at INR 275,330 Mn.
-
Reg 23(5)(i): Disclosure of material issue
13 May - Nexus Select Trust reports 7% NOI growth, completes two acquisitions, refinances debt, and guides 15% NOI growth for FY26.
Annual reports
No data available.
Concalls
-
Feb 2025Transcript PPT
-
Nov 2024Transcript PPT REC
-
Jul 2024Transcript PPT REC
-
Feb 2024Transcript PPT
-
Nov 2023TranscriptPPTREC
-
Aug 2023Transcript PPT REC
Background[1]
NxST is registered as an irrevocable trust under the Indian Trust Act, of 1882, and as a REIT with SEBI’s REIT Regulations, 2014. NxST is sponsored by Wynford Investments Limited (a Blackstone Inc. affiliate) and is India's 1st publicly listed REIT[2]