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Earnings Call

WeWork India Management Earnings Call: Key Takeaways

WeWork India presentation highlights its transition to a core workplace strategy, operating 8.6M sq ft across 76 locations in 8 cities with 1 lakh+ members.

Highlights
MarginsEfficiency gains via technology; response times cut to 2m 37s.
Demand visibilityStrong; >50% sales from existing members and high renewals.
Management confidenceHigh; citing status as a top choice for flex space.

Growth

Reports a 74 NPS for FY25-26 from 11,220 responses; >50% sales from existing members and ~80% renewal rates.

Outlook

Focus on expanding Managed Office and Design/Build (Rivet) segments; targets deepening Fortune 500 relationships.

Risks

No specific financial headwinds or competitive risks quantified in the slides.

Last quarter's promises, checked

Delivered

  • Guided >20% revenue growth → delivered 23.4% (= BEAT)
  • Guided 150k+ seats by Mar '27 → 155k seats locked in (= BEAT)
  • Targeted net debt negative → achieved net debt negative (= BEAT)

Partly delivered

  • Guided INR 500-600Cr Capex → spent INR 460Cr (= PARTIAL)
Source

Earnings Call filed with BSE, NSE: WEWORK. Summary written with AI assistance from the document.

Read the document ↗

WeWork India Management Ltd: key numbers

Share price
₹652.55
Market cap
₹9,062 Cr
Revenue (annual)
₹2,440 Cr
Net profit (annual)
₹74.43 Cr
P/E (TTM)
107.6×Sector 37.2×
Promoter holding
48.29%-1.13% QoQ
FII holding
19.64%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹2,050 Cr
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solar power capacity
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