EFCILBSEEFC (I) LtdMediumNeutral
Announced Fri, 29 May · 24:19 IST

Investor Presentation is attached

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

EFCIL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-6.1%1-day move
₹191.00
prior close
₹190.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.9-1.9-3.0-3.4-6.1-6.7-7.3-8.7-1.6-2.6+0.2-3.4
Up moveDown movePending
AI summary

EFC (I) Limited reported strong FY26 results with revenue of Rs 10,367 Mn (up 58% YoY), EBITDA of Rs 4,683 Mn (up 43% YoY), and PAT of Rs 2,379 Mn (up 67% YoY). The company operates a unified real-estate-as-a-service platform with three segments: Leasing (Rs 5,356 Mn, 44% growth), Design & Build (Rs 4,378 Mn, 66% growth), and Furniture (Rs 632 Mn, 202% growth). The leasing business expanded to 25 cities serving 750+ clients, with enterprise clients contributing 61% of revenue. Portfolio quality improved with top 10 client concentration reducing to 24%. The company added 13,407 seats during FY26, taking total operational seats to 63,199 with 8,919 seats under development. PAT margins expanded from 21.4% to 23% YoY, indicating improving operating leverage.

Likely market impact

Strong execution across all three business segments drove significant revenue and profitability growth. Improving margins and diversifying client base reduce business risk. The integrated platform model positions the company well for sustained growth in the managed workspace and fit-out markets.