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MINDSPACE: Acquisition Plans And Distributions Will Shape Balanced Outlook Ahead

Mumbai, Hyderabad And Pune Offices Will Fuel Future Momentum

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MINDSPACE
AnalystConsensusTarget
Not Invested
Published 06 Feb 2025

Update shared on 10 Dec 2025

Fair value Decreased 0.28%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
29.5%
7D
-0.7%

Analysts have slightly reduced their price target on Mindspace Business Parks REIT from ₹468.19 to ₹466.88, citing a modest recalibration of discount rates and profit margin assumptions, despite slightly higher projected revenue growth.

What's in the News

  • A board meeting is scheduled for November 28, 2025, to consider a preferential issue of units, subject to unitholder and regulatory approvals (Key Developments).
  • Management has indicated a strategic shift toward acquisitions to drive portfolio growth, with a focus on high quality assets in core markets (Key Developments).
  • A distribution of INR 5.83 per unit has been approved for the quarter ended September 30, 2025, with payment to be made on or before November 14, 2025 (Key Developments).
  • A board meeting will be held on November 5, 2025, to review Q2 FY2026 financial results and consider a distribution to unitholders (Key Developments).
  • A board meeting will be held on October 17, 2025, to evaluate fresh fundraising via non-convertible debt and potential amendments to debenture terms (Key Developments).

Valuation Changes

  • The fair value estimate has edged down slightly from ₹468.19 to ₹466.88 per unit, reflecting a modest recalibration in the model.
  • The discount rate has fallen slightly from 12.93% to 12.82%, implying a marginally lower perceived risk or cost of capital.
  • Revenue growth has risen modestly from 12.67% to 12.93%, indicating a slightly more optimistic outlook on topline expansion.
  • The net profit margin has eased marginally from 28.42% to 28.37%, suggesting a minor compression in expected profitability.
  • The future P/E has declined slightly from 37.60x to 37.20x, pointing to a small reduction in the valuation multiple applied to forward earnings.

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