EFC (I) Limited has released the transcript of its Analyst/Investor Meet and Earnings Conference Call held on May 29, 2026. The call, which covered the 4th Quarter and full year ended March 31, 2026, featured opening remarks from Umesh Sahay, Chairman and Managing Director, highlighting a year of strong progress and strategic clarity. He emphasized the company's integrated 'real estate as a service' platform, comprising Leasing, Design & Build, and Furniture verticals. Nikhil Bhuta, Whole-Time Director, detailed the business performance, noting the Leasing vertical's stable annuity-led foundation with an average enterprise client tenure of 51 months, and the Design & Build vertical's significant growth, with revenues of approximately ₹437.8 crore, up 66% year-on-year. The Furniture business also saw substantial growth, with revenues of over ₹63 crore, up 200% year-on-year, strengthening backward integration and cost control. Uday Vora, Chief Financial Officer, presented the financial performance, reporting consolidated revenue of ₹10,367 million (₹1036.7 crore) for FY26, a 58% increase from FY25. Profit after tax grew by 67% to ₹2,347 million (₹234.7 crore). Q4 FY26 revenue was ₹2,929 million (₹292.9 crore), up 39% year-on-year, with profit after tax at ₹689 million (₹68.9 crore), up 45%. The management addressed questions regarding business model resilience, the sustainable margins of the Furniture business (targeting 25% EBITDA), the positive impact of AI on demand for workspace solutions, and the strategic use of capital raised for working capital to fuel growth in the Design & Build and Furniture verticals. The company's strategy focuses on disciplined expansion, improved asset efficiency, and long-term value creation.
