Okay, toh numbers kya keh rahe hain? Aether Industries ka Q3 FY26 ka result ekdum zabardast raha hai.
Consolidated basis pe, revenue 44.7% badhkar ₹3,171.21 million ho gaya, jo last year Q3 FY25 mein ₹2,190.81 million tha. Profit toh 48.6% uddan bhar kar ₹644.79 million pahunch gaya, last year ke ₹433.90 million se.
Aur agar 9 mahine ki baat karein (9M FY26), toh consolidated revenue 42.6% badhkar ₹8,533.58 million aur profit 53.0% badhkar ₹1,654.56 million ho gaya.
Standalone bhi piche nahi hai, Q3 FY26 mein revenue 30.3% badhkar ₹2,571.40 million aur profit 27.2% badhkar ₹519.59 million raha. 9 mahine mein standalone revenue 22.2% badhkar ₹7,011.93 million aur profit 24.3% badhkar ₹1,356.73 million ho gaya. Ek ₹23.38 million ka exceptional item bhi tha, insurance premium wagera ka.
Ab aata hai woh point jo sabse zyada dhyaan maangta hai. Auditors ne clear kar diya hai ki Q3 FY24 mein company ke Sachin, Surat plant mein aag lag gayi thi. Us incident se fixed assets ko kitna nuksaan hua aur insurance claim kitna aayega, yeh sab abhi assess ho raha hai. Isliye, abhi tak financials mein is loss ke liye koi adjustment nahi kiya gaya hai. Matlab, asset ki value mein future mein change aa sakta hai. Is matter par auditor ka conclusion unmodified hai, matlab current numbers theek hain, par yeh ek watchpoint hai.
Ek aur baat, naye labour codes ke wajah se thoda extra gratuity liability ₹11.59 million (consolidated) ka aaya hai, par woh zyada material nahi hai.
So, short mein, results toh mast hain, par FY24 wali aag ka pura financial impact clear hone ka wait karna padega. Investors ko is fire incident ke final assessment par nazar rakhni chahiye. Aage ka demand toh achha lag raha hai, par asset issues ka resolution bahut zaroori hoga.