Aisa kya kiya Dev Accelerator ne? (The Numbers Game)
Toh bhai, numbers ki baat karein toh Q3 FY26 mein company ka consolidated revenue ₹59.2 Crore pahuncha hai, jo pichhle saal se 19% zyada hai.
Lekin asli dhamaka toh 9 mahine (9MFY26) mein dikha hai, jahan revenue 53% jump maarke ₹166.7 Crore ho gaya. Standalone revenue bhi 49.6% badha hai, ₹123.96 Crore tak pahunch gaya.
Aur company ka standalone EBITDA margin toh 61.1% par hai, matlab business model ekdum tight hai! Q3 mein toh cash EBIT 572% aur PBT 773% tak badha hai.
Bas ek choti si baat hai ki PAT aur EPS ka figure abhi filing mein nahi dikha hai, toh bottom line dekhenge baad mein.
Ahmedabad Mein Mega Deal! (The Big Wins)
Ab sabse mast baat - Ahmedabad mein ek dum historic deal hui hai! India ka sabse bada single managed office contract pakda hai company ne.
Yeh 8 Lakh Sq. Ft. ka space hai, jismein pichle 4 saal mein ₹100 Crore invest honge aur saal ka revenue ₹120 Crore aayega. Isse lagbhag 8,500 seats banenge. Is deal se company ka revenue stream aur strong ho gaya hai.
Aur wahan ka Ahmedabad Mega Campus bhi start ho gaya hai, 3.15 Lakh Sq. Ft. ka space, jismein 95% booking ho chuki hai aur ab tak ₹2.75 Crore monthly revenue aa raha hai. Wah!
Kahan Kahan Hai Company? (Operational Footprint)
Overall, Dev Accelerator ab 28 centres chala raha hai 12 cities mein. 0.83 million Sq. Ft. manage kar rahe hain aur occupancy rate bhi 88.4% hai. India ke Tier-2 cities pe focus rakhte hue bhi company kaafi achha perform kar rahi hai.
Aage Kya Dekhna Hai? (Risks & Outlook)
Ab risks ki baat karen toh, PAT aur EPS nahi dikha rahe hain abhi, toh final profit dekhna padega. High margin kitne time tak maintain hoga, yeh bhi check karna hoga.
Ahmedabad wali deal ko execute karna aur usse revenue time pe aana bhi ek challenge hai. Aur 75% revenue toh Tier-2 cities se aa raha hai, toh unke market ka bhi dhyaan rakhna padega.
Investors ko Ahmedabad contract se kitna revenue aata hai aur Mega Campus kaise perform karta hai, ispe nazar rakhni hogi. Company apna asset-light model kaise badhati hai, yeh bhi dekhenge. Aur future filings mein PAT/EPS ka figure aana zaroori hai yeh dekhne ke liye ki asli profit ho kitna raha hai.