Financial Performance Under Pressure
Ab dekho, jab company ke results aate hain na, toh sabse pehle profit dekhte hain. Aur Stove Kraft mein toh profit kaafi gira hai. Q3 FY26 mein, net profit 66.6% kam hokar sirf ₹4 Crore raha. Revenue bhi theek nahi tha, 6.4% ghat kar ₹378.3 Crore ho gaya. Iske wajah se operating margins bhi 10% se 9% par aa gaye. EBITDA bhi 15% gir kar ₹34.2 Crore ho gaya hai.
Operational Headwinds aur Chutput Kharche
Yeh sab hua kyun? Pehla reason toh hai market mein chal rahi consumer durables ki mandi. Log khareedari nahi kar rahe hain. Aur upar se, company ko kuch one-time kharche bhi aaye hain. Gratuity provisions aur leave encashment ke liye ₹1.24 Crore aur forex loss mein ₹1.90 Crore, matlab total ₹3.14 Crore ka extra bojh pada is quarter mein.
Sectoral Challenges aur Company Resilience
Consumer durables sector mein hi mandi chal rahi hai, isliye Stove Kraft jaise companies par pressure aa raha hai. Lekin haan, agar 9 mahine (9MFY26) ka hisaab dekho toh company thoda sambhali hui hai. Revenue 4.9% badh kar ₹1,192.9 Crore ho gaya hai aur gross margins bhi 38.8% hain. Flagship Pigeon brand bhi theek chal raha hai aur working capital days bhi kam hokar 43 ho gaye hain.
Forward-Looking Strategy aur Market Valuation
Company apne stores badhane ka plan bhi kar rahi hai, target hai 2027 tak 500 exclusive Pigeon stores ka. Lekin stock market mein abhi pressure dikh raha hai. January 30, 2026 tak stock ₹493 ke aas paas hai. Pichle ek saal mein 38% se zyada gir chuka hai aur is saal bhi 30% ke aas paas. Analysts bhi is stock par 'Sell' rating de rahe hain, kyunki technical outlook bhi theek nahi lag raha. Company par tax assessment ka bhi mamla chal raha hai lagbhag ₹13.5 Crore ka, par company keh rahi hai ki isse zyada fark nahi padega.
Baaki, company apne Q3 results par January 31, 2026 ko ek call karne wali hai, jahan aur details mil sakti hain.