Key metrics for co working space: - Occupancy rates - new member acquisition rates ( volumes) - member churn and retention rates - revenue per occupied workstation - revenue per available workstation - Revenue per member/tenant - cost per sq feet - Price per sq feet - Renewal rates Tier 1 cities are a huge market for this sector. Pricing is here But growth is in tier 2. Penetration and awareness, culture will make sure it expands faster. Corporate adoption, startup culture and shift from capex to opex will be key driver given the flexibility and fitout it provides. Some other important ratios on page no 9 of Q1FY25 ppt of EFC(I)....see their project completed, new clients and their group structure too
EFC management said that they will present in three verticals. 1. Corworking 2. Designing of the workspace and 3. Manufacturing of furniture. They said going forward each will contribute 33%.
Sir, I have not seen you talk about power , solar and semiconductor related stocks. Are you invested in them or tracking then?? If not then why ? I think you can make a video on this topic
On between 3 off course efc looks promising as they are backward integrating as well PE wise much cheaper than kontor, also efc will have lesser volatility to handle compared with kontor
Thanks for the info. But do you think this business can really grow in long term given that Many big MNCs including my office are adapting the Remote working big time and that enhanced office capacity by 50%. What are the triggers for these managed office spaces growth that you see?...
How will levying brokerage on cash and equity delivery segment is going to effect angel one business? According to the management of the business, have they talked about this is the previous concall or the decision was taken after the concall
I feel EFC has a certain MOAT against rest of the competition as they are working on backward integration by taking control over interior designing & furniture manufacturing.. their EBITA margin guidance is around 30 -35% in coming years this is highest amount the peers.. further they are very bullish on furniture business which is 40% EBITA margin business for them.. aiming for 300 cr revenue itself from furniture in 3 years
Amazing keep tracking all companies and post videos about their business 🎉
Key metrics for co working space:
- Occupancy rates
- new member acquisition rates ( volumes)
- member churn and retention rates
- revenue per occupied workstation
- revenue per available workstation
- Revenue per member/tenant
- cost per sq feet
- Price per sq feet
- Renewal rates
Tier 1 cities are a huge market for this sector.
Pricing is here
But growth is in tier 2.
Penetration and awareness, culture will make sure it expands faster.
Corporate adoption, startup culture and shift from capex to opex will be key driver given the flexibility and fitout it provides.
Some other important ratios on page no 9 of Q1FY25 ppt of EFC(I)....see their project completed, new clients and their group structure too
EFC management said that they will present in three verticals. 1. Corworking 2. Designing of the workspace and 3. Manufacturing of furniture. They said going forward each will contribute 33%.
Sir, I have not seen you talk about power , solar and semiconductor related stocks. Are you invested in them or tracking then?? If not then why ? I think you can make a video on this topic
You should also track bluepebble which is in interior designing solutions.
@@cyrilcastalin7933 noted
On between 3 off course efc looks promising as they are backward integrating as well PE wise much cheaper than kontor, also efc will have lesser volatility to handle compared with kontor
Please make videos covering Data Center and Pharma space if possible. Thanks.
Company use to have fit out period in agreement where for almost 3 months no rent needed to be paid... so this risk could also be eliminated..
Could you explain the business model for company where companies can have growth, sustain for longer term? , like Titan
Thanks for the info. But do you think this business can really grow in long term given that Many big MNCs including my office are adapting the Remote working big time and that enhanced office capacity by 50%. What are the triggers for these managed office spaces growth that you see?...
Only time can tell. Track and see where things are heading and take decisions accordingly.
capacity expansion hoga to hi sales badhega,
company har time expansion mode me rahegi to profit kab karegi.
whats your opinion ?
Invested awfis only 14 shares. Will planning to add more
what about their cashflow
Thank you sirji
One more business in this space is "we work"
Yes its a case on how ALM ( asset liability mismatch) is a risk for co working space business
Sir medi assist plz 🙏
How will levying brokerage on cash and equity delivery segment is going to effect angel one business? According to the management of the business, have they talked about this is the previous concall or the decision was taken after the concall
Dude try to add negatives of stocks too. Your kontor concerns me on
a) corporate loan - unrelated business
b) vehicle loan - rolls Royce car why ?
Wanted to buy kontor but no liquidity
I feel EFC has a certain MOAT against rest of the competition as they are working on backward integration by taking control over interior designing & furniture manufacturing.. their EBITA margin guidance is around 30 -35% in coming years this is highest amount the peers.. further they are very bullish on furniture business which is 40% EBITA margin business for them.. aiming for 300 cr revenue itself from furniture in 3 years
Further EFC guidance is doubling topline for every year for next 3 years..
Sir please ek bar Medi assist per video please
Wanted to buy kontor but no liquidity
Wanted to buy kontor but no liquidity
Wanted to buy kontor but no liquidity