• Area expansion: The company plans to double its developed portfolio from roughly 30 million square feet to 60 million square feet over the next 3.5 to 4 years, developing and leasing 5 to 6 million square feet annually.
• EBITDA outlook: Following an EBITDA of 605 crores for FY26, management indicated that reaching an estimated 1,100 crores by FY28 is in the ballpark as operational throughput expands by roughly 25% annually.
• Balance sheet deleveraging: Proceeds of 2,600 crores from the IPO alongside 1,650 crores raised pre-IPO will be deployed to pay down approximately 4,000 crores of debt, deleveraging the company by two-thirds.
• Interest cost savings: Retiring debt with an average borrowing cost just above 8% will result in annual interest expense savings north of 300 crores, moving reported P&L figures firmly into the black.