EFCILNSEEFC (I) LimitedMediumNeutral
Announced Fri, 20 Feb · 18:33 IST

EFC (I) Limited has informed the Exchange about Transcript of Earnings Call dated February 16, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

EFCIL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

EFC (I) Limited posted strong Q3 FY26 results with revenue of ₹270 crores, up 52% year-on-year, EBITDA of ₹112 crores (up 20% YoY), and profit after tax of ₹62 crores (up 54% YoY). For the first nine months of FY26, revenue reached ₹745 crores (up 67% YoY) and PAT hit ₹166 crores (up 79% YoY), already surpassing the full-year FY25 PAT. The business runs on three integrated verticals: Leasing (₹135 crores in Q3, 91 centres, 3.69 million sq ft, 720+ clients, ~90% occupancy), Design & Build (₹119 crores, 76% YoY growth, ₹160+ crores order book), and Furniture/Ek Design (₹16 crores, currently at 35-40% capacity utilisation). Management guided 50-60% annual growth in Design & Build for the next two years and aims to push furniture capacity utilisation to 75-80% by Q2 FY27.

Likely market impact

Shareholders should view this as a strong growth quarter with consistent execution across all three verticals. The company added 13,000 seats in 9M FY26 with 5,000+ more in the pipeline for Q4, targeting 20,000 seats annually. Segment-wise PAT margins were disclosed (Leasing ~25%, Design & Build 18-20%, Furniture ~20-22%), giving investors clearer visibility into earnings quality as the integrated model drives operating leverage.