Brookfield India Real Estate Trust · NSE:BIRET.RR
Brookfield India Real Estate Trust — Investor Webinar (August 2026)
16 slides from Brookfield India Real Estate Trust's conference presentation, August 2026
Slide 1: Brookfield India REIT | Investor Webinar
Brookfield India REIT | Investor Webinar August 2026 BROOKFIELDINDIAREIT.IN WORLDMARK, NEW DELHI
Slide 2: Disclaimer
Disclaimer By reading this presentation (the “Presentation”), you agree to be bound by the following limitations: This Presentation is for information purposes only without regard to specific objectives, financial situations or needs of any particular person, and should not be disclosed, reproduced,
Slide 3: Portfolio Overview
Portfolio Overview India’s only 100% institutionally managed pan-India office REIT SELECT ASSETS 32.6 MSF Gurugram, Noida, Operating Area New Delhi 33% YoY 17 93% WORLDMARK, GURUGRAM Committed Occupancy 4%+ YoY 3 Mumbai, 4 Kolkata Rs 104 PSF Pune 8 ECOWORLD, BENGALURU In-Place Rent Per Month 5
Slide 4: 5 Years Since IPO | 5x AUM Growth
5 Years Since IPO | 5x AUM Growth GAV AND OPERATING AREA GROWTH 32.5 MSF(1) 35.0 Gross Asset Value 30.0 Operating Area 24.5 MSF Rs 565 B 25.0 20.9 MSF 20.0 14.1 MSF 14.3 MSF Rs 380 B 15.0 10.3 MSF Rs 292 B 10.0 Rs 160 B Rs 164 B 5.0 M Rs 115 B 0.0 M FY21 FY22 FY23 FY24 FY25 FY26 NORTH COMMERCIAL N2
Slide 5: Leasing Success | Approaching Stabilization
Leasing Success | Approaching Stabilization Sustained increase in occupancy supported by a favorable policy environment and robust demand across occupier segments COMMITTED OCCUPANCY (%) (1) 93% Strong Return to Office 92% 87% 80% Rapid expansion of GCCs Non Processing Area Conversions in SEZs Dec-2
Slide 6: Significantly Complete and Diversified Portfolio
Significantly Complete and Diversified Portfolio Our portfolio has a Committed Occupancy of 93% and a long-dated WALE of 6.7 Yrs. Dev. Economic Operating Leased Area Committed WALE In-place Rent Asset Potential Interest % Area (MSF) (MSF)(1) Occ. % (1) (Yrs.) (Rs PSF) (2) (MSF) Ecoworld 87% 7.1 6.7
Slide 7: High-quality Tenant Roster
High-quality Tenant Roster SECTOR DIVERSIFICATION OF TENANTS(1) TOP 10 TENANTS(1) % Gross % Leased Tenant Name Industry Contracted Area Rentals Real Estate and Tata Consultancy Services Technology Services 5% 6% Infrastructure, Others, 17% Healthcare, 2% Accenture Consulting 5% 6% 4% Industrials and
Slide 8: Leasing Success | Case Studies
Leasing Success | Case Studies Robust expansion and renewal activity from GCCs and technology sector occupiers reflects sustained confidence in our high-quality portfolio EXPANSION DEMAND LED ADVANCED RE-LEASING DE-RISKING THROUGH ADVANCED RENEWAL Accenture 513 KSF 175 KSF 224 KSF 9 MONTHS LEASABLE
Slide 9: Leasing Success | Case Studies (Cont’d)
Leasing Success | Case Studies (Cont’d) Strong leasing momentum from domestic occupiers, supported by high-quality assets in strategic locations and non-processing area conversions NEW TENANT DEMAND DE-RISKING WITH ADVANCED RENEWAL India’s Largest Automobile Co. Bharti Airtel 220 KSF ~2x 565 KSF 80%
Slide 10: Lease Expiry Profile
Lease Expiry Profile Well staggered lease expiry profile with ~33% of the contracted rentals due for expiry till 2030; secured 1.3 MSF commitments against re-leasing / renewal of future expiries in 9M FY2027 / FY2028 4.0 LEASE EXPIRY SCHEDULE(1) 33% 50% 25% 3.5 Achieved Renewals / 19% 8% Re-Leasing
Slide 11: Income and Distributions
Income and Distributions Q1 FY2027 FINANCIAL HIGHLIGHTS Q1 FY2027 - DPU COMPOSITION Rs 7.6 Billion Rs 0.35 , 6% NET OPERATING INCOME (1) Rs 0.93 , 17% Rs 1.65 , 29% Rs 4.6 Billion DISTRIBUTIONS (2) Rs 5.60 per unit Rs 5.60 DPU 11% Rs 2.67 , 48% YoY DPU Growth in FY2026 (3) Interest on Shareholder Lo
Slide 12: Embedded Growth Potential
Embedded Growth Potential Steady leasing momentum expected to drive embedded NOI and distribution growth Q1 FY2027 Under Lease Pro-forma Rs Billion Run Rate Contract(1) up (Leased) Occupancy 93% 97.5% 100% Owned Assets (at 100%) 12.0 0.3 1.3(2) 13.6 50% Owned Assets (at 50%) 7.5 0.2 0.3 7.9 Ecoworld
Slide 13: Capital Structure and Liquidity
Capital Structure and Liquidity Our portfolio is well capitalized for near term growth and maintains a AAA credit rating 25.9% Dual AAA Rating 7.3% LTV EXCLUDING SHAREHOLDER [ICRA]AAA(STABLE) AVERAGE INTEREST INSTRUMENTS(1) CRISIL AAA/STABLE RATE GROSS DEBT MATURITY PROFILE (Rs BILLION) GROSS DEBT C
Slide 14: Growth and Acquisitions | BKC Floors
Growth and Acquisitions | BKC Floors We have signed binding agreements to acquire a 264,000 SF front-office property(1) in BKC, Mumbai’s CBD, in a 50-50 partnership with NCW Prime Offices Fund (part of Nuvama group) KEY ASSET METRICS (ON 100% BASIS)(2) ACQUISITION PRICE Rs 17,000 M OPERATING AREA 26
Slide 15: Growth and Acquisitions | Opportunities
Growth and Acquisitions | Opportunities High-quality properties owned by our Sponsor Group are approaching stabilization WATERSTONES: 9-ACRE MIXED-USE CAMPUS IN MUMBAI’S AIRPORT BUSINESS DISTRICT 1.4 MSF 58 KEYS 3 ACRE Rs 4,500 M GROSS LEASABLE SERVICED MEMBER’S ONLY ESTIMATED STABILISED AREA RESIDE
Slide 16: Growth and Acquisitions | Opportunities
Growth and Acquisitions | Opportunities High-quality properties owned by our Sponsor Group are approaching stabilization BLUEGRASS BUSINESS PARK: 6-ACRE DEVELOPMENT WITH BEST-IN-CLASS AMENITIES 2.0 MSF 100% 50% Rs 2,000 M GROSS LEASABLE COMMITTED OCCUPANCY PRE-LEASED FY2028E AREA TOWER 1 TOWER 2 NOI
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