Dev Accelerator (DEVX IN): Q1 FY27 Headline Weakness Masks a Much Bigger Pipeline
DevX Q1FY27 reported revenue dipped 3.2% on lumpy one-time design revenue, but core grew 7.8%. Thesis hinges on converting a 3.63 msf signed pipeline.
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Primer: Dev Accelerator (DEVX IN) - Aug 2026
Dev Accelerator is rapidly growing its top line and has achieved profitability, capitalizing on the high-demand for flexible office spaces in...
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Dev Accelerator (DEVX): Building the Institutional Flex-Space Platform for Bharat's Tier-2 Migration
DEVX saw a 42.2% revenue increase in FY26, leveraging asset-light model to develop Grade-A supply in Tier-2 cities. Key risks are execution...
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India Flexible Workspace: Enterprise Demand Compounds as Five Listed Operators Report Q1 FY27
India flex leasing rose 32% YOY to 8.6 msf in H1 2026 (24% of office demand), enterprise/GCC-led. All five listed operators posted Q1 FY27. Table...
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Smartworks Coworking: Q1 FY27 - The Compounding Thesis Continues, but Retention Warrants Scrutiny
Smartworks sees strong revenue growth in Q1 FY27, but faces challenges with seat retention and negative FCF due to increased capex. Flex emerges...
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