So, ye itna achha performance kaise hua?
Asal mein, company ne apne stores ko expand karne par khoob focus kiya hai. Is quarter mein 24 naye stores khule hain, ab total 990 stores ho gaye hain. Iske alawa, e-commerce mein bhi 24% ki tez growth hui hai, jabki in-store sales bhi 11% badhi hai. Ye sab milakar revenue ₹811.27 crore par pahunch gaya aur profit 35% badhkar ₹128.35 crore ho gaya.
Market Ka Scene Aur Valuation
Indian footwear market toh waise bhi badh hi raha hai, around 9.7% CAGR se. Lekin Metro Brands ka market cap ₹27,800-28,900 crore ke aas paas hai, aur iska P/E ratio 71x se 86x chal raha hai. Ye thoda zyada lagta hai jab hum competitors jaise Bata India (P/E ~59x) aur Relaxo Footwears (P/E ~53x) ko dekhte hain. So, valuation thodi high hai, isme koi doubt nahi.
Challenges Aur Analysts Ka Alag View
BIS ke naye rules ki wajah se kuch international brands jaise FILA aur Foot Locker ko thoda slow down dekhna pad raha hai. Is valuation par, analysts ka opinion bhi divide ho gaya hai.
Motilal Oswal aur JM Financial jaise log 'BUY' bol rahe hain aur price target ₹1,315 aur ₹1,370 tak de rahe hain. Emkay Global bhi 'Buy' rating de raha hai ₹1,300 ke target ke saath. Lekin Prabhudas Lilladher thoda cautious hai aur 'HOLD' rating de raha hai ₹1,181 ke target ke saath. Woh valuation ko lekar chintit hain, unka kehna hai ki market abhi se hi future growth ko price in kar raha hai. Matlab, growth toh hai, par price thoda zyada hai.
Aur haan, company ne ₹3.0 per share ka dividend bhi announce kiya hai.