Kaveri Seeds Share Price: Sales **536%** Bhagi, Par Subsidiary Ki Health Ka Kya?

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AuthorKavya Nair|Published at:
Kaveri Seeds Share Price: Sales **536%** Bhagi, Par Subsidiary Ki Health Ka Kya?
Overview

Yaar, Kaveri Seeds ne Q3 FY26 mein kamaal kar diya! Standalone revenue toh **536.1%** bhag gaya, lagbhag **₹780 Crore** tak pahunch gaya. Lekin, ek badi chinta yeh hai ki unki ek subsidiary shayad chalne hi nahi paayegi, jiske kaaran company par thoda pressure aa gaya hai.

📉 Kaveri Seeds Ke Results: Kya Bolte Hain Numbers?

Kaveri Seeds Company ne Q3 FY26 ke liye apne numbers release kiye hain, aur standalone revenue mein toh ekdum toofani tezi dikhi hai! Pichhle saal ke ₹122.15 Crore ke muqable is quarter mein revenue ₹779.64 Crore ho gaya, matlab seedha 536.1% ka jump! Par, suno, yeh bada jump mainly pichhle saal Q3 mein hue kuch extraordinary losses ke wajah se hai, jise 'base effect' kehte hain.

Standalone Profit Before Tax (PBT) thoda sa, matlab 6.2% badhkar ₹177.13 Crore hua, aur Net Profit After Tax (PAT) 4.5% badhkar ₹14.55 Crore pe aaya. Toh EPS lagbhag flat hi raha, ₹1.34 pe.

Consolidated basis par bhi revenue 55.3% badh kar ₹270.27 Crore ho gaya. Yahan toh company loss se profit mein aa gayi hai, jahan pichhle saal ₹123.35 Crore ka loss tha, wahi ab ₹34.59 Crore ka profit dikhaya hai. Consolidated EPS bhi loss of ₹8.85 se sudhar kar ₹3.02 ho gaya.

The Catch: Margin Gira Aur Subsidiary Ki Tension 🚩

Abhi toh sirf revenue aur profit ki baat hui, par asli picture thodi alag hai. Pichhle saal ke exceptional losses ki wajah se standalone profits mein bada growth dikh raha hai, na ki operations se. Sabse badi chinta yeh hai ki consolidated EBITDA margins 35.7% se gir kar sirf 22.2% ho gaye hain. Iska matlab hai ki costs badh gayi hain ya phir company pricing mein competition face kar rahi hai.

Aur ek critical point: company ki ek subsidiary 'going concern' ke issue se guzar rahi hai. Iska matlab hai ki woh subsidiary itne zyada losses mein hai, uska net worth negative mein hai, aur uske upar liabilities assets se zyada ho gayi hain, ki yeh pata nahi ki woh aage chal paayegi ya nahi. Yeh ek serious red flag hai jiske liye investors ko alert rehna chahiye.

Management ne koi future outlook bhi nahi diya hai, toh aage kya hoga yeh abhi thoda unclear hai. Investors ko subsidiary ke funding aur operational status par nazar rakhni chahiye.

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