Pidilite Q4 Profit **37%** Bhaga, Par Inflation Ka Tension Badha!

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AuthorAnanya Iyer|Published at:
Pidilite Q4 Profit **37%** Bhaga, Par Inflation Ka Tension Badha!
Overview

Lo bhai, Pidilite ke investors ke liye khushkhabri hai! Latest Q4 results mein company ka profit **37%** jump kar gaya hai. Revenue bhi **14%** badha hai, sab badhiya chal raha tha.

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Profit toh badha, par aage kya?

Pidilite ne Q4 mein kamaal kar dikhaya hai, revenue 14.1% badh kar ₹3,583.4 crore ho gaya aur net profit toh 37.16% uchaal maar kar ₹579.27 crore pahunch gaya. Consumer segment mein toh 15.4% ka volume growth bhi dikha. EBITDA margins bhi 23.4% tak pahunch gaye the.

Mahagai ka saaya?

Par bhai, sab kuch itna smooth nahi hai. Duniya bhar mein jo tensions chal rahe hain, uske kaaran crude oil se jude raw materials, jaise VAM, ka rate 40-50% tak badh gaya hai. Isse company ke liye EBITDA margins ko 20-24% ke target mein rakhna mushkil ho raha hai. Upar se, company ko price badhane padenge, jisse demand par asar pad sakta hai.

Valuation par sawaal?

Pidilite ka share price toh waise bhi mehnga chalta hai, P/E ratio 60-70x ke aas paas hai. Ye Dabur India (43.8x) aur Supreme Industries (49.05x) se zyada hai, par Asian Paints (65.88x) aur SRF Ltd (64.45x) ke barabar hai. Pichhle ek saal mein stock sirf 8% hi badha hai, aur thoda gira bhi tha -0.62%. Haal hi mein ₹1,476.00 ke aas paas trade ho raha hai.

Analysts kya kehte hain?

Sabse badhiya baat ye hai ki 19 mein se 14 analysts ne 'Buy' rating di hai aur average target price ₹1,546.58 diya hai. Kuch toh ₹1,729 tak ka target bhi de rahe hain. Company dheere dheere price badha kar cost recover karne ki koshish karegi.

Risks ko bhoolna mat!

Sabse bada risk toh ye badhti hui raw material costs hain. Dusra, 60-70x ka valuation bhi thoda zyada lagta hai. Competition bhi badh rahi hai aur crude oil ke prices kaafi volatile hain. Share price pichhle saal earnings growth ke hisaab se zyada nahi bhaga hai.

Future mein kya?

Analysts ko ummeed hai ki FY26 se FY28 tak EPS 12% CAGR se badhega aur revenue bhi agle teen saal 10% annually grow karega. Company innovation par focus kar rahi hai par turant mahagai ka pressure toh rahega hi.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.