Toh bhai log, Himadri Specialty Chemical ne Q4 mein apna performance dikhaya hai aur numbers toh kaafi tagde lag rahe hain. Net profit 29% badh kar ₹201 Crore ho gaya hai aur revenue bhi 13.5% badh kar ₹1,287.8 Crore tak pahunch gaya hai. Matlab sales toh ekdum badiya hai!
Lekin ek chhota sa twist hai! Jitna revenue badha hai, us hisaab se EBITDA margins thoda compress ho gaye hain. Pehle yeh 20.6% tha, ab 18.8% pe aa gaya hai. Iska matlab hai ki company ke kharchon mein thoda izafa hua hai ya fir pricing mein koi issue hai, jisse profit generation pe thoda dabav aa raha hai.
Aur suno, company ne ek bada strategic decision bhi liya hai. Ab woh Guangzhou, China mein ek subsidiary khol rahe hain. Ye ek important move hai kyunki China mein chemical regulations kaafi strict hote hain, aur wahaan safety standards ko follow karna bahut zaruri hai.
Shareholders ke liye bhi ek choti si khushkhabri hai. Company ne ₹0.80 per share ka final dividend announce kiya hai.
Abhi stock ki baat karein toh woh 2.78% badh kar ₹537.50 pe close hua. Lekin analysts ka mood thoda cautious hai. Woh keh rahe hain ki stock ko 'Hold' karo aur target price ₹470 diya hai, jo current price se thoda kam hai. Toh overall, profit growth acchi hai, par margins aur upcoming China operations ka scene investors ko nazar rakhni hogi.
