Nexus Select Trust · NSE:NXST.RR
Nexus Select Trust — Investor Day (May 2025)
25 slides from Nexus Select Trust's investor day presentation, May 2025
Slide 1: Nexus 2.0: Re-imagining the Future
Nexus Select Trust Nexus 2.0: Re-imagining the Future
Slide 2: Disclaimer
DISCLAIMER This presentation is issued by Nexus Select Mall Management Private Limited (the “Manager”) in its capacity as the Manager of the Nexus Select Trust, for general information purposes only, without regards to the specific objectives, financial situation or requirements of any particular pe
Slide 3: Nexus Select Trust at a Glance
NEXUS SELECT TRUST AT A GLANCE India’s only listed Retail REIT and leading Grade-A Consumption centre platform Only platform to add 19 urban consumption centres since incubation in FY16 19 15 10.6M sf Amritsar Consumption Centres Cities Retail Portfolio Ludhiana Chandigarh Delhi Udaipur Ahmedabad In
Slide 4: Nexus 1.0 Business Model
NEXUS 1.0 BUSINESS MODEL Nexus Select Trust has a plug and play approach for successful acquisition and integration of assets Acquire the asset Upgrade the asset Reposition the asset by premiumizing through strategic capex brand offering Increase rental yield and improve Optimise cost by Focus on ma
Slide 5: Comprehensive Retail Play in India
COMPREHENSIVE RETAIL PLAY IN INDIA Nexus is amongst the most comprehensive play in the Retail Real estate with strong parentage, proven execution capabilities & experienced leadership team Proven Ability to Turnaround Led by Team of Seasoned Leaders Assets and Board Members Portfolio of Brands Acros
Slide 6: Proven Ability to Turn Around Assets: Prestige Portfolio
PROVEN ABILITY TO TURN AROUND ASSETS: PRESTIGE PORTFOLIO (1) Ramped-up occupancy by 950 bps with growth in tenant sales / NOI by c.60%/ c.50% respectively within 4 years of acquisition Occupancy (%) Prestige Portfolio(1) 97.5% 8 4.2M sf 88.0% Assets Leasable Area Strategic initiatives undertaken At
Slide 7: Proven Ability to Turn Around Assets: Nexus Vega City
PROVEN ABILITY TO TURN AROUND ASSETS: NEXUS VEGA CITY Post-acquisition, Nexus Vega City has started witnessing positive turnaround in Tenant Sales (5% YoY growth in Apr’25) Pre-acquisition, Nexus Vega City was witnessing negative tenant sales growth Façade Upgrade Entrance Experience Upgrade Mall En
Slide 8: (I). Nexus 2.0
(I). NEXUS 2.0 Nexus Hyderabad, Hyderabad
Slide 9: Nexus 2.0 – Re-imagining the future
NEXUS 2.0 NEXUS 2.0 – Re-imagining the future What we’re Retaining from What’s Changing in Why the Shift? Nexus 1.0? Nexus 2.0? ▪ Changing Consumer Preferences ▪ Strong, Proven Team ▪ Future Ready Organization Structure: Cluster-led approval to ▪ Emergence of New-Age Brands ▪ Successful Acquisition
Slide 10: Nexus 2.0 – Organic Growth Drivers
NEXUS 2.0 – ORGANIC GROWTH DRIVERS NEXUS 2.0 – Redefining retail experiences to cement our leadership in a transforming market Tenant Premiumization - Introduction of ‘Premium and Power Brands’ Leasing 2.0 - Focus on International Brands expanding in India - Increase salience of categories like Jewe
Slide 11: Vision 2030
VISION 2030 Driven by Nexus 2.0, our vision is to “Double” our portfolio by 2030 Today 2030 c.1.6-1.8x Number of Malls 19 Malls 30-35 Malls c.2.0x Gross Leasable Area c.11 M sf 18-20 M sf c.2.0x Retail Portfolio NOI INR 16 Bn+ INR 30 Bn+ Consumption Growth 8% CAGR Stable 8% CAGR (FY20-25) (FY26-30)
Slide 12: (II). Leasing 2.0
(II). LEASING 2.0 Nexus Select Citywalk, Delhi
Slide 13: Robust Leasing (FY25)
ROBUST LEASING (FY25) Re-leased 1.0M sf at healthy spreads in FY25; robust pipeline of domestic and international brands FY25 Updates New Brands Introduced in FY25 97.2% 96.6% Leased Occupancy Trading Occupancy Foot Locker Nespresso 1.1M sf 800+ Leased Total Deals 1.0M sf 20%+ Re-leased Re-leasing S
Slide 14: Portfolio of Brands Across Categories
PORTFOLIO OF BRANDS ACROSS CATEGORIES Partner of choice for domestic and international tenants India’s leading platform providing brands with a pan India presence across 15 Tier-1 and Tier-2 cities Premium Brands Aspirational Premium Brands Luxury / Bridge to Luxury Brands 13
Slide 15: Demonstrated Mark-to-Market Growth
DEMONSTRATED MARK-TO-MARKET GROWTH With over 50% of gross rentals expiring in the next 4 years with 20% MTM upside, we have a clear path for strong organic growth Leasing Area Expiring (M sf) (M sf) 1.7 1.2M sf Average 1.2 1.2 1.2 1.1 1.1 1.0M sf Average 1.1 1.0 0.1 New Leasing 0.3 Re-leased 0.7 0.6
Slide 16: Leasing 2.0 – Powering the Future of Retail
LEASING 2.0 – POWERING THE FUTURE OF RETAIL Elevating tenant mix with power brands, next-gen store formats and enhanced category relevance Introduction of Power and Premium Brands Elevating Category Salience Beauty and Jewellery Personal Care Footwear and Food and Beverages Fitness Next-gen Store Fo
Slide 17: Elevating Category Salience
ELEVATING CATEGORY SALIENCE Strategically strengthening category relevance to stay aligned with dynamic consumer preferences Consumption Category Mix (%) FY25 FY30 Jewellery 4% 3.5x 14% Beauty and Personal Care 4% 2.0x 8% Food & Beverages 10% 1.2x 12% Footwear and Fitness 8% ~1.3x 10% CDIT 16% Flat
Slide 18: (III). Operations & Marketing 2.0
(III). OPERATIONS & MARKETING 2.0 Nexus Seawoods, Navi Mumbai
Slide 19: Operations 2.0 Enablers
OPERATIONS 2.0 ENABLERS Redefining mall experiences with elevated service and innovation Baby Room Self Service Locker Wall of Happyness Pink Parking EV Charging Station Valet Parking 18
Slide 20: Operational Excellence Driving Productivity Improvements
OPERATIONAL EXCELLENCE DRIVING PRODUCTIVITY IMPROVEMENTS Reimagining spaces, empowering brands and innovatively utilizing energy efficient technology Optimum Store Space Utilization Optimum Store Space Utilization Before – Storage Room After – New Cash Counter Installed Solar Strip Installation on D
Slide 21: Transforming Traditional Malls into Consumption Hubs
TRANSFORMING TRADITIONAL MALLS INTO CONSUMPTION HUBS Over the years, malls have transformed from shopping centres into vibrant experiential hubs leading to multiple monetization avenues Build/Acquire Lease to right Increase sales Maximize Monetizing Digitizing Mall brands and footfalls rentals by sp
Slide 22: Marketing 2.0 Enablers
MARKETING 2.0 ENABLERS We are creatively monetizing spaces while improving the customer shopping experience Targeting INR 2,000 M marketing revenue by 2030 Branding of Mall Spaces Space on Hire 1st 1st Mall Platform in India to Mall Platform monetize branding rights to pioneer Anamorphic for food-co
Slide 23: Culminating into an Enviable Mall Portfolio
CULMINATING INTO AN ENVIABLE MALL PORTFOLIO Nexus 2.0 to enable build India’s most desired mall portfolio by 2030 Projected Tenant Sales by 2030 (INR Cr) > 2,000 1,000 – 2,000 500 – 1,000 < 500 22
Slide 24: Nexus 2.0 - Sustainability Roadmap
NEXUS 2.0 - SUSTAINABILITY ROADMAP Achievements Way Forward 43% RE Consumption Net Zero by 2030 In the portfolio during FY25 from 55MW+ (DC) of Achieve net zero for scope 1 & 2 emissions installed Renewable Energy 12 Lakes 15 Lakes Rejuvenated under “Lakes of Happyness” initiatives To be rejuvenated
Slide 25: Thank You
THANK YOU Pratik Dantara Head of Investor Relations and Strategy Website: www.nexusselecttrust.com Manish Baid Email: IR@nexusselecttrust.com AGM - Investor Relations 24 Phone: +91-22-6280-5000