Achanak profit mein tagdi tezi!
Sabse pehle toh achhi khabar suno. Cupid Ltd. ne Q4 mein profit mein ekdum toofani tezi dikhayi hai. Pichhle saal ke ₹11.5 crore ke muqable, is baar profit pahunch gaya ₹36.3 crore par! Revenue bhi lagbhag double, matlab ₹56.5 crore se ₹120 crore ho gaya. EBITDA bhi ₹13.5 crore se badhkar ₹37.6 crore ho gaya aur margin bhi 23.9% se sudhar kar 31.3% ho gaya. Matlab, company andar se toh bahut mazboot dikh rahi hai.
Par stock mein aayi Profit-taking!
Ab aate hain us baat par ki stock gira kyun. Itne zabardast results aane ke baad bhi, Friday ko stock 2.21% neeche girkar ₹120.36 par band hua. Iska reason hai company ka valuation. Socho, pichhle ek saal mein stock 542% bhaga hai! Abhi company ka P/E ratio lagbhag 195x hai, jo Hindustan Unilever (50.28x) aur Godrej Consumer (56.71x) jaise bade players se bahut zyada hai. Matlab, market ko isse bahut zyada umeed hai, shayad jitna growth mumkin bhi na ho.
Investors ko kya hai chinta?
Ye 195x ka P/E ratio thoda risky lag raha hai, investors ko dar hai ki shayad stock price future ke bahut zyada growth ko pehle hi factor kar chuka hai. Aur haan, pichhle kuch quarters mein revenue aur profit mein kami bhi aayi thi, toh yeh performance fluctuate ho sakti hai. Competition bhi hai Mankind Pharma aur TTK Healthcare jaise bade players se. Cupid zyada B2B aur B2G model par focus karta hai aur dividend bhi nahi deta. Debt nahi hai company par, yeh achhi baat hai, lekin valuation maintain karne ke liye growth pakka karna hoga.