Aisa Kyun Hua? Material Costs Ne Lagayi Joote!
Dekho, Q3 mein revenue toh achha perform kiya, ₹121.92 Crore tak pahunch gaya. Lekin jo maal-pani kharidne ka kharcha tha na, woh toh bhaag gaya, 18.56% upar chadh gaya! Is wajah se company ka Profit Before Tax (PBT) 35.03% gir gaya aur Net Profit (PAT) toh 35.76% neeche aa gaya, sirf ₹1.81 Crore bacha. Basic EPS bhi 3.16 par aa gaya, jo pehle se 35.64% kam hai.
9 Mahino Ka Khel Bhi Kuch Aisa Hi Raha
Jab hum 9 mahine ki baat karte hain, toh revenue 20.44% badh kar ₹353.86 Crore hua. Par wahi maal ka kharcha 25.19% badh gaya, jis se PBT mein 39.45% ki kami aayi aur PAT 36.31% gir kar ₹4.56 Crore ho gaya. EPS bhi 7.94 par aa gaya, jo 36.28% kam hai.
Margin Squeeze Ka Matlab?
Iska seedha matlab hai ki company ka profit kamane ka ability kam ho gaya hai. Q3 mein PBT margin 2.12% se kam hokar 3.55% se gir gaya tha, aur PAT margin 1.48% ho gaya, jo pehle 2.52% tha. 9 mahino mein bhi same kahaani hai, PBT margin 1.68% aur PAT margin 1.29% par aa gaya.
Aage Kya? Kuch Pata Nahi!
Company ne koi management guidance nahi di hai ki yeh badhti hui costs ko kaise control karenge ya aage kya plan hai. Financial statements ka limited review hua hai aur koi major issue nahi mila hai, par management ki taraf se koi outlook nahi hone ki wajah se future predict karna mushkil hai.