Awfis Space Solutions: Flexing its Muscles in the Market

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in one report they claim GCC emerging. Leasing office space has so much demand on other side just after two months they revese the statements. Unsure what to trust

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Raghuram_Rajan_View_GCC.pdf (1.4 MB)
Raghu ram rajan view on GCC

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Hi there folks!

Do we have any visibility in terms of new seats coming online in FY26?

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A very insightful discussion on how workspaces are evolving in India.

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The management is quite optimistic about FY26. They are guiding for revenue growth of 30%. But it is the valuations that don’t seem comfortable.

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Awfis’s 2/3rd occupancy comes from GCCs.

2nd order thinking: The way I am seeing AI impact on IT and other knowledge based roles and functions, AI will pull down gross additions (vis-a-vis estimates) for GCCs over next 2-3 years.

I like everything about awfis but this single factor may act as gravity to awfis’s growth in medium term.

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ANy business coming out of losses have high PE only later it will reduce Take an example of delihivery or any company that is poised from negative PAT to positive PAT in the first year PE looks like elivated only.

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I m also figuring out this calculation every site has a different way, that raises a question how much money this business is really making is a question . Can someone pls help us understand.

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