Wework India Management Ltd
Wework India Management Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
WeWork India plans to add approximately 30,000 seats in FY27 and similar levels in FY28, signaling strong space expansion. - Total capacity to increase to about 8.7 million sq. WeWork India projects continued strong business growth driven by expertise and brand strength, enabling winning most deals.
From Wework India Management Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- WeWork India plans to add approximately 30,000 seats in FY27 and similar levels in FY28, signaling strong space expansion.
- Total capacity to increase to about 8.7 million sq. ft. by March FY26, reaching around 10.3 million sq. ft. by March FY27, with discussions for further supply beyond.
- Sales velocity surged 41% YoY with nearly 38,000 desks sold in the first nine months of FY26.
- Managed office segment is expected to contribute around one-third of capacity additions (~10,000 seats) in FY27.
- Growth driven by strong enterprise demand, higher occupancy (mature centers ~87%, growth centers ~66%), and expanding managed office business.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Wework India Management Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY26 capex: INR 340 crores spent in 9 months; full year expected between INR 300-400 crores for speculative WeWork branded business.
- Managed office capex varies depending on clientele and customization needs, potentially increasing overall spend to INR 450-500 crores.
- Recent quarter saw higher capex (~INR 140 crores) due to large enterprise deals requiring higher spend per square foot (up to INR 8,000).
- Capex per seat averages around INR 1.5 lakhs; breakeven on capex occurs within approximately 36 months.
- Future expansion plans include adding around 30,000 seats in FY27 and similar in FY28, driven by strong sales velocity and signed deals.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
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Fundraising & Capital Structure
See what Wework India Management Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- For FY '27, WeWork India expects to add roughly 30,000 seats, with some assets still under construction, so there could be slight shifts in timing. (Page 14)
- Pipeline visibility exists for FY '28 with a similar expansion level of around 30,000 seats planned. (Page 14)
- Nearly 40% of incremental growth is already locked in through signed leases and Letters of Intent (LOIs). (Page 4)
- A large part of the pipeline is demand-backed, especially from enterprises and managed office commitments, ensuring strong utilization and return. (Page 4)
2 more points management made on order book & pipeline
Wework India Management Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹693 Cr, net profit ₹64 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Wework India Management Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Wework India Management Ltd Q3 FY26 results?
WeWork India plans to add approximately 30,000 seats in FY27 and similar levels in FY28, signaling strong space expansion. - Total capacity to increase to about 8.7 million sq. WeWork India projects continued strong business growth driven by expertise and brand strength, enabling winning most deals.
What is Wework India Management Ltd share price analysis?
Wework India Management Ltd currently shows a neutral. The stock trades at a P/E of 119.8 with a market cap of ₹10,362 Cr. Investors should review the full earnings analysis for detailed insights.
Is Wework India Management Ltd planning capital expenditure?
FY26 capex: INR 340 crores spent in 9 months; full year expected between INR 300-400 crores for speculative WeWork branded business.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.