Whalesbook
Q3 Results Ne Lagaya Dhamaka!
Abe, Acutaas Chemicals ne January se March ke beech mein sabke expectations ko paar kar diya. Main reason tha inka contract manufacturing (CDMO) business badhna aur high-value advanced intermediates mein zabardast growth. Plus, inki operational efficiency bhi badhi hai. Revenue 43% saal-dar-saal badh kar ₹393 crore ho gaya, jisme Advanced Pharmaceutical Intermediates ka contribution 47% tha. EBITDA toh 119% badh kar ₹151 crore pahunch gaya! Margins bhi seedha 25% se 38.3% ho gaye. Aur net profit? Woh toh 140% jump kar ₹106 crore ho gaya!
FY26 Forecast Bhi Hua Upgrade!
Itne acche numbers dekh kar management bhi full confident hai. Ab company FY26 mein 30% revenue growth target kar rahi hai, pehle yeh 25% tha. EBITDA margins bhi 35% tak pahunchne ki umeed hai. CDMO expansion aur acchi demand is confidence ka reason hai.
Naye Ventures: Battery Chemicals Aur Semiconductors!
Company apna core pharmaceutical intermediates ka business toh badha hi rahi hai, saath mein naye fields mein bhi entry kar rahi hai. Battery chemicals ka segment Q4FY26 tak start hone wala hai, aur iska poora impact FY27 mein dikhega. Semiconductor ke liye South Korea mein ek joint venture bhi plan kiya ja raha hai, jo H2FY27 se revenue generate karna shuru kar dega.
Analysts Kya Bolte Hain?
Brokerage firms generally Acutaas Chemicals ko lekar positive hain. Geojit Investments ko medium-term outlook accha lag raha hai, lekin stock abhi apne ₹2,350 target price se upar trade kar raha hai. IDBI Capital ka estimate hai ki FY25 se FY28 ke beech mein net profit 54% CAGR se badhega. Analysts ko CDMO business aur Ankleshwar facility ke expansion se kaafi umeed hai, par naye ventures ko execute karna ek challenge ho sakta hai, jiski wajah se valuation ko lekar kuch sawaal bhi uth rahe hain.