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View Claim Ledger →EFC Ltd — Q3 FY26
EFC delivered a strong Q3 FY26 with revenue of ₹270 crore (+52% YoY) and PAT of ₹62 crore (+54% YoY), driven by robust performance across leasing, design & build, and furniture verticals.
bullish
high
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EFC delivered a strong Q3 FY26 with revenue of ₹270 crore (+52% YoY) and PAT of ₹62 crore (+54% YoY), driven by robust performance across leasing, design & build, and furniture verticals. Leasing maintained 90% occupancy with 73,000 seats under management, while design & build grew 76% YoY with an order book of ₹160 crore. Furniture capacity utilization is at 35-40%, targeting 75-80% by Q2 FY27, which should improve margins. Management guided for 50-60% YoY growth in design & build and stable leasing margins. Risk: Furniture margin expansion may be delayed if capacity utilization ramps slower than expected.
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Furniture margin uncertainty
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Seats under management
73,000
+13,000 seats in 9M FY26
Added 13,000 seats in 9M FY26; targeting 20,000 for full year.
Design & Build order book
₹160 crore
+76% YoY revenue growth in Q3
Order book provides strong visibility; 50-60% YoY growth expected.
Furniture capacity utilization
35-40%
Targeting 75-80% by Q2 FY27
Current utilization low; expected to improve with order pipeline.
Enterprise client tenure
48 months
Stable
Average tenure reflects strong retention and long-term demand visibility.
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Guidance and risk preview
Management expects 50-60% annual growth in design & build for next 2-3 years, supported by order book and cross-selling.
Furniture margins are not yet stabilized due to low capacity utilization; management deferred providing normalized margin guidance.
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