Akash · Research desk
partialLong-term vision and milestones for the company.
We as a company would like to grow as a real estate as a service ecosystem... we are trying to grow from a leasing business more as an asset under management model...
EFC / Q3-FY26 / claim-ledger
Audit the questions that mattered.
EFC · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
77%
Numeric claims
0
Consistency
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Question ledger
What was answered, and how?
Moan Sharma · Tirupati Investments
directSustainability of furniture margin and capacity utilization.
The current margin which you see in the current quarter is not of oneoff order... it is primarily because of the increase in the overall utilization... currently we are utilizing roughly around 35 to 40% of capacities.
Moan Sharma · Tirupati Investments
directBlended occupancy in Q3 and Q4 outlook.
Our blended occupancy would remain around in and around 90%... even currently the blended occupancy would always remain around 90%.
Moan Sharma · Tirupati Investments
directForward order book visibility for interiors segment.
We already have right now orders worth about 160 cr plus which are either under executions or about to start... for Q4 we have a order book of around 160 cr plus.
Penel Brahabat · Choice Institutional Equities
partialConfidence in adding 7,000 more seats in FY26.
We have about more than 5,000 seats under the pipeline out of the 7,000... we are fairly confident to achieve the targets that we have already set.
Penel Brahabat · Choice Institutional Equities
directExpected YoY growth for D&B division next 2-3 years.
We are expecting to achieve that kind of a growth year on year for next couple of years for sure... we should be able to achieve that 50 to 60% growth target as we have always maintained.
Penel Brahabat · Choice Institutional Equities
directSustainable EBITDA margin and segment-wise margins.
We are maintaining the margins of 30% on a leasing business... on design and build vertical we are maintaining anything between 20 to 24%... on furniture achieving a margin anything around 25%.
Penel Brahabat · Choice Institutional Equities
evasiveData center orders and timeline for such projects.
Our expertise is to kind of get into designing and internal fitouts... our timeline doesn't get affected by the other aspect of that project... our timelines would run around the similar levels.
Penel Brahabat · Choice Institutional Equities
evasiveFurniture expansion plans and handling oversupply.
In terms of expansion etc. certainly it will largely depend upon the kind of businesses that we are... our expansion strategy would be determined.
Watsel Negalia · Astral Mind Capital
directImpact of AI on IT portfolio and market evolution.
We don't see any significant impact on that... IT enabled services is likely to keep growing independent of AI... we don't see any kind of reduction in the business.
Raj Saraf · Research desk
directClarification on margin metrics (EBITDA vs PAT).
We prefer to focus on PAT... the best indicator would be the PAT margins... PAT is the right number for measuring the performance.
Raj Saraf · Research desk
partialAverage realization per seat and REIT status.
Average pricing right now is going at about 7,000 rupees... 30% margin that's about 2100 rupees per seat... we are very actively evaluating various opportunities... soon the company would be able to announce such opportunities.