Nesco Limited — PPTs, 18-08-2025: Investor Presentation
Here is the summary based on the provided investor presentation:
1. **Business Performance:**
Nesco delivered solid FY25 financials, with Total Income at ₹845 Cr (+7.9% YoY) and PAT at ₹375 Cr (+3.4% YoY), reflecting strong 3-year CAGRs for Total Income (30.3%) and PAT (25.6%). All core segments showed robust Q1 FY26 performance: IT Park (100% occupied), Exhibition & Events (+72.2% YoY Q1), and Nesco Foods (+147.8% YoY Q1).
2. **Growth Drivers or Strategy:**
Future growth is anchored by major expansion plans including the upcoming Tower 2 at IT Park, poised to add 1.65 Mn sq. ft. of premium office space, and a proposed new hotel. Nesco is also diversifying into high-potential Wayside Amenities along expressways, securing 11 sites with an estimated ₹400 Cr capex.
3. **Recent Developments:**
Key milestones include receiving Intimation of Disapproval (IOD) for Tower 2 construction and commencing development on two Wayside Amenities sites.
4. **Key Financial Metrics:**
(Financial metrics are integrated within the "Business Performance" section for better flow and conciseness, highlighting YoY growth and key figures.)
5. **Management Commentary / Outlook:**
The company maintains a strong focus on tenant satisfaction, evidenced by high NPS, and is committed to sustainability with 100% renewable energy use at its IT Park, expanding to other facilities.
