Awfis Space Solutions · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
79%
Numeric claims
0
Consistency
—
Question ledger
Girish Chri · Aendas Park
partialblended occupancy has increased by over 200 basis point from 73 to 75% ... we see a serious improvement around on occupancy buildup in the next one and two quarter itself ... we think 84 85% is not the steady state ... this can get increased up ... by almost about 100 to 150 basis point
Girish Chri · Aendas Park
partialpricing is a direct reflection of the overall micro market rental ... our agreements contracts have 5 to 7% kind of escalations being built in ... the overall business model enables about 5% kind of escalation in pricing
Vash Galanji · Research desk
directgreater than 24 months tenure clients constitute about 73% of our portfolio ... locked in tenure for the complete portfolio is now 26 months ... for greater than 100 seats locked in tenure is 37 months
Vash Galanji · Research desk
directprimarily this had been organic ... significant level of behavioral change with occupiers looking to prefer flex ... also a function of the aging of centers ... centers which we opened during Q4 of last financial year ... they have started hitting higher occupancies
Vash Galanji · Research desk
directroughly about 20% of the revenue is expected from the construction fit out business. Currently the split is about 83/17 but roughly this will settle in somewhere around 80/20
Adid · IIC Securities
partialfor FY26 is somewhere around 32,000 seats for FY26. I would not want to comment on the FY27's guidance right now
Adid · IIC Securities
directfor the 9 month period the number is 159 crores ... we had given a guidance of 200 to 210 beginning of the year and we expect the number to be around that only
Adid · IIC Securities
direct96 crores. The cash balance is in the books. Including investments. Around 96 crores.
VR Kashia · Asian market securities
partialoriginal guidance for seat additions had been around 40,000 gross edition ... we are now guiding around 32 to 33,000 seats ... we are taking a more balanced approach ... we don't want to be stuck with signing up deals at prices which are not conducive for us in long term
VR Kashia · Asian market securities
directQ3 FY26 was impacted due to the GRAP restrictions in north and this had three large client projects that led to a revenue dip ... as the revenue dips obviously the margin will dip because the fixed cost of people continues
Yeshua Bardan Agarwal · IIFL Capital Asset Management
partialfrom a co-working segment perspective both the revenue guidance as well as the margin guidance we are meeting but as of 9 month the design and build business is an area where the guidance is not going as per planned
Axa Tri Sara · Ionius Alpha
directlarger portion of seats which went live had been more on the straight lease side versus managed aggregation ... we set up more few elite centers where the whole fit out capex needed to be done from our side and it also has a higher capex
