In Week of Mar 28, 2026, Brookfield India Real Estate Trust (Real Estate Investment Trusts) is outperforming Nifty 500 with +10.8% relative strength. Fundamentals: Average. On a 7-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: 7.7 MSF Ecoworld acquisition completed in Q3 FY26 expanding operating area to 32.4 MSF with 92% committed occupancy
Impact: +₹138.9 Cr revenue
“Operating area increased 31% YoY to 32.4 MSF; NOI grew 14% YoY to ₹540 crores; 'Operating Area: 32.4 MSF (+31% YoY; Growth driven by the completion of the Ecoworld acquisition)'”
What: Cost of debt expected to drop from 7.6% to 7.3% following repo rate cuts and Ecoworld refinancing
“Interest expense declined to ₹212.37 crores from ₹285.57 crores YoY; 'Cost of Debt: 7.6% Expected to drop to 7.3% in Q4 FY26 following repo rate cuts and Ecoworld refinancing'”
What: Committed occupancy at 92% with target to reach high 90s within 12-18 months across key micro-markets
Impact: +₹41.43 Cr revenue
“Committed occupancy improved to 92% (+500 bps YoY); 'DPU Growth: 19.0% Growth Target based on achieving portfolio stabilization at 97.5% occupancy'”
Earnings deceleration risks from management commentary
Trigger: Tax rate reverts to historical average
Impact: -2800 bps margin impact
Management view: Tax rate of 0.98% in Q3 FY26 down from 49.22% in Q3 FY25 contributed to bottom-line surge but may not be sustainable
Monitor: Tax rate
Trigger: Global economic slowdown affecting IT sector
Impact: -500 bps margin impact
Management view: Strong demand from GCCs driving occupancy growth but monitoring global economic conditions
Monitor: GCC leasing activity
Key quotes from recent conference calls
“Operating Area: 32.4 MSF (+31% YoY; Growth driven by the completion of the Ecoworld acquisition) — Management”
“Operating margin (excluding other income) at 72.82% and PAT margin expanding to 29.14% — Management”
“Committed occupancy improving to 92% with target to reach high 90s within 12-18 months across key micro-markets — Management”
“DPU Growth: 19.0% Growth Target based on achieving portfolio stabilization at 97.5% occupancy — Management”
Forward-looking targets from management for Next 12-18 months
Revenue Growth Target
13.4%
Implied PAT Growth
19%
OPM Guidance
72.82%
Capex Plan
₹0 Cr
Key Milestones
• 97.5% occupancy target
• 7.3% cost of debt
• 30% dividend mix
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +15% | +40% | Stable |
| PAT (Net Profit) | +774% | -13% | Stable |
| OPM | 71.0% | +300 bps | Stable |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Brookfield India Real Estate Trust's latest quarterly results (Dec 2025) show
Brookfield India Real Estate Trust's profit is growing with an stable trend.
Brookfield India Real Estate Trust's revenue growth trend is stable.
Brookfield India Real Estate Trust's operating margin is stable.
Brookfield India Real Estate Trust's long-term compounding rates
Brookfield India Real Estate Trust's earnings growth is stable with positive momentum on a sequential basis.
Brookfield India Real Estate Trust's trailing twelve month (TTM) performance
Brookfield India Real Estate Trust appears significantly overvalued based on our fair value analysis.
Brookfield India Real Estate Trust's current PE ratio is 49.6x.
Brookfield India Real Estate Trust's current PE is 49.6x.
Brookfield India Real Estate Trust's price-to-book ratio is 1.7x.
Brookfield India Real Estate Trust is rated Average with a fundamental score of 47.13/100. This score is calculated from objective financial metrics
Brookfield India Real Estate Trust has a debt-to-equity ratio of N/A.
Brookfield India Real Estate Trust's return ratios over recent years
Brookfield India Real Estate Trust's operating cash flow is positive (FY2025).
Brookfield India Real Estate Trust's current dividend yield is 5.39%.
Brookfield India Real Estate Trust has been outperforming Nifty 500 for 7 consecutive weeks, indicating building momentum.
Brookfield India Real Estate Trust is an established outperformer with 7 weeks of consecutive Nifty 500 outperformance.
Brookfield India Real Estate Trust has 3 key growth catalysts identified from recent earnings analysis
Brookfield India Real Estate Trust has 2 key risks worth monitoring
In Q3 FY26, Brookfield India Real Estate Trust's management highlighted
Brookfield India Real Estate Trust's management has provided the following forward guidance for Next 12-18 months
Based on quantitative research signals, here is why Brookfield India Real Estate Trust may be worth studying
Brookfield India Real Estate Trust investment thesis summary:
Brookfield India Real Estate Trust's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
