Kahaani kya hai?
Basically, Stallion India Fluorochemicals ne Q3 mein apne numbers report karne mein thodi galti kar di thi, jiske liye unhone ek official apology issue ki hai. Unka kehna hai ki yeh Investor Relations (IR) side se communication mein ek chook thi, aur sirf exchange filings ko hi asli maana jaye. Ab woh apne internal controls ko aur mazboot kar rahe hain.
Q3 Results ka Detail:
Q3 FY26 ke un-audited numbers thoda mixed picture dikha rahe the:
- Total Revenue saal dar saal 23.17% badhkar ₹10,487.90 Lakhs ho gaya, jo pehle ₹8,515.09 Lakhs tha.
- Lekin, EBITDA 5.21% kam hokar ₹1,356.20 Lakhs pe aa gaya, jo pichhle saal ₹1,430.80 Lakhs tha. Isse margin par pressure dikha.
- Profit After Tax (PAT) 12.42% badhkar ₹1,112.69 Lakhs ho gaya, jo pichhle saal ₹977.54 Lakhs tha.
- Ek chhoti si confusion EPS mein bhi thi, jahan absolute EPS ₹1.40 (previous year ₹1.59 se kam) thi, par company ne ise 11.95% increase bataya.
9-Month Performance ka Jadoo:
Par agar 9 mahine (9M) FY26 ki performance dekhein toh woh kamaal ki rahi:
- Total Revenue 41.69% badhkar ₹32,118.21 Lakhs ho gaya.
- EBITDA 48.57% zabardast badhkar ₹4,369.91 Lakhs pahunch gaya.
- PAT mein toh 72.81% ka dhamakedaar jump dekha gaya, yeh ₹3,290.68 Lakhs pe pahunch gaya.
- EPS bhi 33.87% badhkar ₹4.15 ho gaya.
Future Plans aur Targets:
Management apne FY26 ke targets par atal hai, jisme revenue ₹43,000 Lakhs aur PAT ₹4,000 Lakhs ka target hai. Agle 3 saal mein company 30-35% revenue CAGR ki ummeed kar rahi hai, jisme naye products jaise HFO/HFC blending, semiconductor gases, liquid helium, aur R-32 manufacturing ka bada role hoga.
Risk Factor aur Aagey kya?
Sabse bada risk toh yeh reporting mein hui gadbad hai, jo investors ka trust tod sakti hai. Business toh strong lag raha hai, par company ko ab apne IR process ko theek karna hoga taaki aisi galti dobara na ho aur trust wapas jeeta ja sake. Investors ko margin trends aur new product launches par nazar rakhni chahiye.