Vishnu Chemicals Share: Q3 mein kiya dhamaka! Ab FY28 tak target hai **20%** EBITDA Margins ka

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AuthorVihaan Mehta|Published at:
Vishnu Chemicals Share: Q3 mein kiya dhamaka! Ab FY28 tak target hai **20%** EBITDA Margins ka
Overview

Arre bhaiyo aur beheno, Vishnu Chemicals ne Q3 FY26 mein ekdum zabardast results diye hain! Company ka revenue **2.5%** badhkar **₹411.3 crore** ho gaya aur EBITDA bhi **6%** upar chalke **₹61.7 crore** par pahunch gaya. Isse unke EBITDA margins sudhar kar **15%** ho gaye.

Q3 FY26 Mein Company Ne Kya Kamaal Kiya?

Global market thoda slow hone ke bawajood, Vishnu Chemicals ne Q3 FY26 mein apni performance maintain rakhi. Unka consolidated operating revenue ₹411.3 crores raha, jo pichhle quarter se 2.5% zyada hai. Gross margins bhi 44.8% tak pahunch gaye, jo pichhle quarter ke 43.1% se 1.7 percentage point ka badhotari hai. EBITDA 6% jump karke ₹61.7 crore ho gaya aur margins 15% par aa gaye, jo pichhle quarter se 0.5 percentage point ka improvement hai. Profit after tax bhi 2.6% badhkar ₹33.7 crores ho gaya.

Agar hum 9 mahine (9M FY26) ki baat karein toh, revenue 10% YoY badhkar ₹1,159 crore ho gaya. EBITDA 6.9% YoY badhkar ₹175.6 crore aur Profit after tax 12.7% YoY badhkar ₹98.8 crore raha. Domestic aur export sales ka ratio 49:51 raha.

Future Ke Liye Kya Plan Hai?

Company kuch bade strategic moves le rahi hai. Sabse pehla hai South Africa mein ek Mining Complex khareeda hai, jisse raw material ki supply secure hogi aur Q1 FY27 se operations start hone ki umeed hai. Dusra, unki subsidiary Vishnu Strontium Private Limited ne Strontium Carbonate launch kar diya hai, jiska regular sale Q1 FY27 se start ho jayega. Isse 50-52% tak ke gross margins milne ki ummeed hai.

Iske alawa, DMSO aur kuch specialty products ke liye new production lines lagane ki planning chal rahi hai, jo FY27 ke end tak market mein aa sakte hain. Management ka confidence hai ki FY28 tak company 20% EBITDA margins tak pahunch jayegi. Iske peeche South Africa mine, badhti capacities, value addition, aur better product mix ka bada haath hoga.

Is saal FY26 mein ₹180-190 crore ka CAPEX hoga (jisme DMSO aur South Africa mine ka kharcha included hai), aur FY27 mein ₹300 crore ka CAPEX plan kiya gaya hai.

Global Policies Ka Fayda Kaise Milega?

Company ko kuch international policies se bhi fayda milne wala hai. EU mein Chinese Barium Carbonate par anti-dumping duty lagne se Vishnu Chemicals ko advantage hoga. US tariffs kam hone se chrome chemical exports badhenge aur India mein celestite ore ka duty-free import European exports ke liye opportunities khol raha hai.

Risks Kya Hain?

Haan, South Africa mine ko integrate karne aur naye products ko scale up karne mein execution risks ho sakte hain. Global commodity prices ke fluctuations bhi profitability par asar daal sakte hain.

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