Aarti Industries ne Q3 FY26 mein kamaal ka performance dikhaya hai!
Standalone basis par, company ki Revenue ₹2,276 Crore tak pahunch gayi, jo pichhle saal se 30.06% zyada hai. Aur PAT ka toh poora toofan aaya hai, 178.72% badhkar ₹131 Crore ho gaya! Quarter-on-Quarter bhi revenue 9.21% aur PAT 29.70% upar hai.
Agar consolidated figures dekhein, toh revenue bhi 25.83% YoY badhkar ₹2,319 Crore ho gaya aur PAT mein toh hadd hi ho gayi – 189.13% YoY jump karke yeh ₹133 Crore par pahunch gaya! Quarter-on-Quarter bhi zabardast growth dikhi hai.
Sabse mazedaar baat hai margin expansion. Net Profit Margin standalone mein 2.44% se seedha 5.37% ho gaya, aur consolidated mein 2.26% se 5.33% ho gaya. Matlab, company ab har rupaye ki revenue se zyada profit bana rahi hai.
Agar nine-month period (FY26 tak) ki baat karein, toh standalone revenue 12.65% YoY aur PAT 15.00% YoY badha hai. Consolidated mein bhi revenue 14.24% YoY aur PAT 20.00% YoY increase hua hai.
Financial health ki baat karein toh company par net debt-equity ratio 0.69 hai, matlab debt manageable hai. Interest Service Coverage Ratios standalone mein 3.12 aur consolidated mein 3.14 hain, aur Debt Service Coverage Ratios standalone mein 2.23 aur consolidated mein 2.25 hain. Yeh batata hai ki company apne loans easily pay kar sakti hai.
Haan, ek cheez hai jahan Current Ratio 0.74 (standalone) aur 0.75 (consolidated) hai, jo 1 se kam hai. Company ne kaha hai ki yeh unke business model ka typical nature hai, jismein inventory management ya working capital cycles alag ho sakte hain. Toh is par nazar rakhni hogi, kyunki liquidity thodi tight lag sakti hai.
Ek aur point hai – company ne ₹15 Crore ka exceptional expense dikhaya hai jo labor codes ke statutory impact se related hai. Yeh ek baar ka lag raha hai, par future mein regulatory changes se costs adjust ho sakti hain. Company ne abhi koi specific forward guidance nahi di hai, toh investors specialty chemicals sector ki demand, input costs aur regulatory landscape par nazar rakhenge. CRISIL aur India Ratings ne company ki long-term credit ratings ko AA/Negative rakha hai, jo confidence deta hai.