Rohit
410 posts

Rohit
@rochsriv
Equity Research | S/W Prod Dev Tech | Health, Fitness & Well being
Bangalore Katılım Şubat 2025
113 Takip Edilen33 Takipçiler

@samisosa1234 While it's a high growth company & has good capex plans, it appears that the market could be worried about the volatility in coffee prices(a commodity). The market likes the quality of growth - the predictability & the sustainability. We should still see a good upward movement.
English

@thevicky_roy True, EFC is a great opportunity in the current scene - highest growth player in the sector with a good revenue mix, good growth visibility and cheap valuation.
English

Smartworks
Wework
EFC (I)
Awfis
EFC (I) stands out, from my watchlist. Here's why:
1. Fastest grower by far — 52% reported, 55% guided for next 2 years. Their Design & Build segment (interior fitouts for corporates) is a goldmine — 50-60% growth narrated by management on-call.
2. Cheapest valuation — PE of 14.9x on a 55% grower. Payback of just 4.8 years. That's absurdly cheap for this growth rate. The market hasn't fully priced the Design & Build pivot.
3. Asset-light optionality — EFC isn't just coworking seats. Their interior fitout business scales without adding real estate. That's the kind of operating leverage that creates multibaggers.
do your own due diligence
this is my take, assisted by TSF 😎

English

Hi Rohit, we always ensure to provide a smooth and timely rental agreement service to our customers, and our team is here to assist you at every step. Please be assured that we have highlighted your concern to the relevant team, and one of our specialists will connect with you on priority to address the issue.
English

@samisosa1234 Management's guidance is that their OCF will break even by FY26 end and will be positive from FY27 onwards.
English

Stop Calling Zaggle a Pure SaaS Company! ( Inka management clarification dete dete thak gya h ) 😂
Market me ek bada misconception chal raha hai regarding, Zaggle Prepaid Ocean Services
Log ise “Pure SaaS Company” bol rahe hain ❌
Reality kuch aur hai 👇
👉 Zaggle ka hardly 2–3% revenue SaaS subscription se aata hai.
👉 Major revenue aata hai Program Fee & Transaction Fees se.
Matlab kya?
Zaggle primarily ek Transaction-led Fintech Company hai,
na ki high recurring subscription wali typical SaaS company.
💳 Har corporate spend, prepaid card usage, expense processing par inko fee milti hai.
📊 Revenue linked hai transaction volume se, na ki sirf fixed subscription se.
So ,
Zaggle ≠ Pure SaaS ( No )
Zaggle = Fintech + Transaction Platform Model .
Zaggle is using AI in a Big way to automate their own work .
I will make detail video very soon why company is right now beaten down very badly after post good result .
Disclaimer:- No buy sell recommendation. This is only for educational purpose.
English

@ManishJais40 Zaggle is leveraging AI big time to improve their efficiencies & that will also help them to penetrate more markets. The corporates will only become more dependent on them in the future.
English

