📉 Kya Chal Raha Hai AWL Agri Business Mein?
So basically, company ne Q3 FY26 mein ₹18,602.67 Crore ka consolidated revenue generate kiya hai, jo last year ke Q3 se 10.5% zyada hai. Sales toh badh rahi hai, lekin andar ki baat yeh hai ki consolidated Profit After Tax (PAT) 34.5% gir gaya, sirf ₹269.03 Crore pe aa gaya. Last year isi time pe yeh ₹410.93 Crore tha. Matlab revenue badhne ke baad bhi profit kam ho gaya, ye thoda puzzling hai.
Agar 9 mahine ki baat karein toh revenue 17.2% badh kar ₹53,265.89 Crore ho gaya, par PAT yahan bhi 27.4% neeche gira hai, ₹751.83 Crore pe aa gaya.
Standalone numbers bhi same kahani keh rahe hain, revenue 8.4% badha hai, par PAT 36.5% kam hua hai. EPS bhi ₹2.08 pe aa gaya, jo pehle ₹3.16 tha.
Profit Gira Kyun? Aur Company Ka Naam Kyun Badla?
Dekho, revenue toh acha chal raha hai, par PAT mein itni badi girawat ke peeche kaafi reasons ho sakte hain. Ya toh kharche bahut badh gaye hain, ya fir competition ki wajah se margins kam ho gaye hain. Company ne yeh bhi bataya ki naye Labour Codes ki wajah se unko ₹25.83 Crore ka exceptional item bhi mila jisne profit ko thoda affect kiya. Aur haan, company ka naam officially Adani Wilmar Limited se badal kar AWL Agri Business Limited ho gaya hai, yeh March se effective hai.
Bade Players Aur Bade Moves!
Sabse badi khabar yeh hai ki Wilmar International ab officially 56.94% stake ke saath majority shareholder ban gaya hai. Iska matlab control ab Wilmar ke haath mein hai, jo future strategy ko kaafi influence karega. Company ne yeh bhi confirm kiya hai ki unhone apne IPO se aaye saare paise, matlab poore funds, use kar liye hain September 2025 tak. Iske alawa, unhone do naye companies ko bhi acquire kiya hai – G.D. Foods Manufacturing ('Tops') mein 80% stake ₹603 Crore mein aur Omkar Chemical Industries mein 67% stake ₹16.36 Crore mein. Yeh sab unke food aur FMCG business ko expand karne ke liye hai.
Aage Kya Dekhna Hai?
Investors ke liye abhi yeh dekhega ki naye acquired businesses kaisa perform karte hain aur company ki profitability kaise manage hoti hai. Jab revenue badh raha hai toh profit kam kyun ho raha hai, yeh sabse bada question hai. Wilmar International ke control mein company ki future strategy kya hogi, us par bhi sabki nazar rahegi. IPO funds use ho gaye hain toh ab unse growth dekhni padegi.