PHOENIXLTD Q4 FY26 Guidance vs Delivery (PHOENIXLTD Management Mirror)

Did PHOENIXLTD's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

The Phoenix Mills Ltd (PHOENIXLTD) Q4FY26 Management Mirror - Mar-2026 Qtr

Retail Occupancy & Rental Growth

Management expects strong double-digit rental growth, with PMC Bangalore targeting a 20% increase and PMC Pune a 14% to 15% upside in FY27, consistent with the double-digit portfolio growth outlook maintained throughout the Sep'25 and Dec'25 quarters; trading occupancy at both PMC locations is projected to reach 95% to 96% by Mar'27, representing a slight timeline extension from the Dec'25 quarter target of 95% by Sep'26. [Status: Reaffirmed]

4 more themes on the ELITE plan.