SMARTWORKSNSESmartworks Coworking Spaces LimitedMediumNeutral
Announced Thu, 30 Apr · 12:38 IST

Smartworks Coworking Spaces Limited has informed the Exchange about Presentation on the Audited (Standalone & Consolidated) Financial Statements/Results for the quarter and financial year ended March 31, 2026.

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

SMARTWORKS · 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
+2.9%1-day move
₹443.00
prior close
₹447.00
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AI summary

Smartworks Coworking Spaces reported strong FY26 results with total revenue of ₹17,958 Mn (up 31% YoY) and Normalised EBITDA of ₹3,144 Mn (up 75% YoY) with margin expanding from 13% in FY23 to 17.5% in FY26. Q4FY26 alone saw revenue of ₹5,197 Mn (up 45% YoY) and Normalised EBITDA of ₹987 Mn at a 19% margin. The company crossed 16.1 Msf total SBA across 66 centres in 15 cities (including Singapore), with 89% mature occupancy and contracted rental revenue exceeding ₹52,000 Mn. Enterprise clients now contribute ~90% of rental revenue with a 49-month average client tenure and ~89% seat retention rate. The balance sheet turned net debt negative at ₹(561) Mn, with OCF/EBITDA ratio consistently above 1x, reflecting strong cash conversion. The company is India's first listed flex platform to cross 10 Msf operational.

Likely market impact

The strong margin expansion, cash generation, and net debt negative position signal a business that has transitioned from a scaling phase to a self-sustaining compounding phase. The combination of high committed occupancy, long contract tenures, and growing enterprise demand provides revenue visibility and reduces volatility for shareholders.