Achanak profit mein itni tezii kyu? Sab numbers check karo!
Privi Speciality Chemicals ne Q3 FY26 mein sach mein kamaal kar diya. Agar revenue ki baat karein, toh woh last year ke comparison mein 24% upar jaakar ₹611.15 Crore pahunch gaya. Aur jo Net Profit After Tax (PAT) hai, woh toh seedha 76% bhag gaya, jo ki ₹77.99 Crore bana. Yaar, ye toh sirf ek quarter ki baat hai, agar hum nine months ki baat karein, toh PAT toh 94% badh gaya, matlab ₹233.84 Crore ho gaya! EBITDA bhi 37% badhkar ₹157.85 Crore pahuncha aur margins bhi 25.83% tak pahunch gaye. Company ne kaha hai ki kuch Rs 3.90 Crore ke one-time expenses the, par overall performance ekdum solid hai.
Aage ka kya plan hai? Vision suno!
Company ka kehna hai ki woh aage do saal mein lagbhag ₹1,200 Crore ka CAPEX karne wale hain. Unka ek bada vision hai jise woh "5k:1k" bol rahe hain - matlab 3-4 saal mein ₹5,000 Crore ka revenue aur ₹1,000 Crore ka EBITDA target karna hai, aur margins 20% se upar rakhne hain. Aur jo Givaudan ke saath unka joint venture (PRIGIV) hai, woh bhi Q3 mein positive EBITDA dikha raha hai, jo bahut achhi baat hai. Duniya bhar mein aroma chemicals ki demand badh rahi hai, aur Privi usko pakadne ke liye ready dikh raha hai.
Risk factor kya hai?
Ek chota sa point dhyaan rakhne wala hai ki company par Net Debt abhi bhi ₹1,046 Crore ke aas paas hai. Aur ye jo itna bada CAPEX plan hai, usko manage karna bhi ek challenge ho sakta hai. Global tariffs ka bhi thoda impact ho sakta hai, par overall management ka confidence kaafi high hai.