📉 Q3 mein Company ka Kya Haal Hua?
Dekho, Kamdhenu Ventures Limited ka Q3 aur 9 mahine (jo December 31, 2025 ko khatam hue) ka result aaya hai, aur bhai, numbers thode depressing hain.
Asal numbers kya kehte hain:
- 9 Mahine (9M FY26): Revenue 7% kam hokar ₹170.3 crore raha, jo pehle ₹183.3 crore tha. EBITDA ₹11.0 crore tha, margins 6.5% pe stable the. Lekin Profit After Tax (PAT) 40% gir gaya, ₹4.8 crore se ₹2.9 crore ho gaya.
- Q3 FY26: Revenue aur bhi zyada, 15% gir kar ₹63.2 crore pe aa gaya (pehle ₹74.0 crore tha). EBITDA ₹4.0 crore raha, margins 6.3% pe the. PAT toh seedha aadha ho gaya, ₹2.0 crore se ₹1.0 crore ho gaya.
Sales Kyun Gire? Kahaani kya hai?
Company ka kehna hai ki market abhi bohot tough chal raha hai. Competition bohot zyada hai aur logon ki khareedari bhi kam ho gayi hai. Iske alawa, lambi baarish aur jaldi Diwali bhi sales par impact kar gayi.
Aage Kya Plan Hai?
Ab Kamdhenu Ventures apni strategy change kar rahi hai. Woh premium products, jaise ki wood-finishing portfolio, launch karne wale hain jisse margins improve ho sakein. Rural markets par bhi focus hai, kyuki wahan demand wapas aa sakti hai.
Sabse badi baat, Board ne February 2026 mein ₹20 crore tak ka fund raise karne ka plan banaya hai, preferential issue ke zariye. Yeh paisa naye, high-value categories mein growth ke liye use hoga.
Stock Ka Kya Scene Hai?
Abhi company ne jo strategy banayi hai woh toh positive lag rahi hai, par filhaal market ki situation aur competition ko dekhte hue thoda caution rehna padega. Fund raise successful hota hai ya nahi, aur kya company apni premiumization strategy se sales badha paati hai, yeh dekhna hoga. Aur haan, stock bhi apne 52-week low ke aas paas chal raha hai, toh ab investors ki nazrein company ke execution par hongi ki woh apne plans ko kaise implement karte hain.