Aakhir Profit Q3 mein gira kyun?
Dekho, company ka revenue toh badh raha hai, jo ki acchi baat hai. Magar, is quarter mein 13.01% ka profit drop dikh raha hai, jo ki pichhle saal ke ₹209.28 Cr se kam hai. Is wajah se Earnings Per Share (EPS) bhi ₹1.75 ho gaya, jo pehle ₹2.02 tha.
9 Mahine ka performance kaise hai?
Jab hum 9 mahine (9M FY26) ka record dekhte hain, toh picture bilkul alag hai. Revenue 34.15% badh kar ₹17,124.37 Cr ho gaya hai, aur PAT toh mazedaar tarike se 71.45% jump kar ke ₹841.24 Cr par pahunch gaya hai! Iska matlab, saal ke hisab se company ka performance kaafi strong hai.
Kya hai is gadbad ka reason?
Quarterly results par do cheezon ka impact hai: pehla, Labour Codes ke wajah se ₹41.30 Cr ka extra kharcha, aur dusra, MCFL (Mangalore Chemicals & Fertilizers) ke amalgamation aur ZACL (Zuari Agro Chemicals) ke business acquisition ki wajah se accounting adjustments. Yeh sab Ind AS 103 ke hisaab se hua hai, jisne numbers ko thoda complex bana diya hai.
Sabse badi Chinta: Koi Future Guidance Nahi!
Company ne future performance ke liye koi management guidance nahi di hai. Matlab, aage kya hone wala hai, iska koi clue nahi. Balance sheet, cash flow details bhi nahi batayi gayi hain. Quarterly profit mein drop aur guidance ki kami, investors ke liye ek badi uncertainty create kar rahi hai. Hamein dekna hoga ki MCFL aur ZACL ka integration kaise hota hai aur Labour Codes ka cost par kya asar padta hai.