FY26 seat additions of ~32,000-33,000
Management revised gross seat addition guidance from 40,000 to ~32,000-33,000 for FY26, focusing on occupancy and margin improvement.
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Awfis Space Solutions · forward-looking guidance across the available source record.
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Guidance tracker
What management said would happen.
growth
Capex guidance of ₹200-210 crores for FY26
Despite lower seat additions, capex remains at ₹200-210 crores due to higher proportion of straight-lease and elite centers.
Co-working segment meeting 30% revenue and EBITDA growth guidance
Co-working segment is on track to meet the earlier guidance of 30% revenue and EBITDA growth, though transform segment is lagging.
Occupancy improvement of 100-150 bps in mature centers in 1-2 quarters
Management expects mature center occupancy to improve by 100-150 bps in the next 1-2 quarters, driven by signed seat pipeline.
Co-working revenue growth 25-28% in FY27
Co-working and allied services segment expected to grow 25-28% YoY in FY27, driven by GCC mandates, MO/partial MO conversions, and premiumization.
Total revenue growth ~25-27% in FY27
Overall consolidated revenue growth of approximately 25-27% for FY27, with Transform growing 20-23%.
Gross seat additions 22,000-25,000 in FY27
Planned gross seat additions of 22,000-25,000 seats (1-1.25 msf), with capex similar to FY26 levels (~₹28 crore).
Developer partnerships to become meaningful supply pillar in FY27-28
Advanced discussions with two institutional developers for structured partnerships (shared capex, premium assets); expected to contribute meaningfully in FY27 and FY28.