📈 Kya Kehte Hain Numbers?
Toh Coromandel International ke Q3 FY26 results aa gaye hain aur numbers kaafi interesting hain. Company ka total income 26% saal-dar-saal badhkar ₹8,863 Crore ho gaya hai. Agar 9 mahine ki baat karein toh yeh growth 33% tak pahunchi hai aur revenue ₹25,759 Cr ho gaya hai. EBITDA bhi solid dikha hai, Q3 mein 11.5% badhkar ₹805 Cr aur 9 mahine mein 24.3% badhkar ₹2,738 Cr.
Par bhaiyo, yahaan ek twist hai. PAT (Profit After Tax) Q3 mein 4% neeche aaya hai, jo ₹488 Cr raha. Haan, 9 mahine ke liye PAT toh 20.9% badhkar ₹1,784 Cr ho gaya tha, but Q3 mein thoda pressure dikha. Iske peeche ka reason management keh raha hai ki Sulphur aur Phos Acid jaise raw materials bohot mehenge ho gaye hain. Aur bhai, subsidy collection mein bhi thoda waqt lag raha hai, jiske chalte subsidy outstanding ₹3,785 Cr tak pahunch gaya hai, jo pichhle saal se kaafi zyada hai.
🤔 Company Kya Bol Rahi Hai?
Management ne yeh bhi bataya ki Phosphatic fertilizer mein market share thoda 15% se 14% ho gaya hai, but yeh regional demand ki wajah se hai. NACL Industries, jo ki subsidiary hai, uske margins pe bhi pressure tha, but FY27 se improvement ki umeed hai. Dhaksha, unki drone wali company, usmein bhi kuch sudhar kiye ja rahe hain.
🚀 Aage Kya Hai Plan?
Future plans bhi tagde hain! Company Mancozeb capacity 30% badhane wali hai, aur purified phosphoric acid projects pe bhi kaam chal raha hai. CDMO opportunities bhi explore kar rahe hain aur Nano DAP ko toh ab global market mein bhi launch karne ka plan hai. Domestic B2C formulation business mein 20-25% saalana growth ka target rakha hai, jiske liye naye products aur stores pe focus rahega.