Trent Share Price: Q3 Mein Margin Ne Machaya Dhamal! Kya Ab Hogi Badi Tezi?

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AuthorKavya Nair|Published at:
Trent Share Price: Q3 Mein Margin Ne Machaya Dhamal! Kya Ab Hogi Badi Tezi?
Overview

Arre, Trent Limited ne apne Q3 FY26 results nikaal diye hain, aur bhai, margin mein toh tagda jump dikhaya hai! EBITDA margin badh kar **20.2%** ho gaya hai, jo pichhle saal se lagbhag **200 basis points** upar hai.

Toh hua kya hai? Company ne revenue toh 15% badhaya hai, jo ho gaya ₹5,345 crore. Lekin asal mazaa toh margin mein hai. Management ne expenses par kaafi control rakha, manpower cost optimize kiya aur operational efficiencies badhaayi. Isse EBITDA margin 20.2% tak pahunch gaya, jo pichhle saal se 200 bps zyada hai. Matlab, bikri se zyada faayda nikaalne mein company safal rahi, despite GST adjustments ke impact se thoda consumer spending slow hone ke baad bhi.

Aur company rukne waali nahi hai! Apne store count ko 30% tak badha diya hai, jiske chalte total business area mein 40% ka izafa hua hai. Ye sirf stores nahi, bade shehron aur Tier 1 & 2 cities mein penetration badha rahe hain. Westside aur Zudio ke alawa, unke naye businesses bhi overall revenue ka 21% contribute kar rahe hain, jo pichhle saal se 100 bps zyada hai. Digital business bhi 38% growth dikha raha hai. Star grocery business bhi track par hai.

Ab sabse important baat – stock price ka kya? Pata hai, pichhle ek saal mein Trent ka share 28% gir gaya hai, jabki Nifty 4% upar gaya hai. Lekin is correction ke baad, stock ab apne historical valuation ke neeche wale hisse par trade kar raha hai. Currently, P/E ratio 80-90x ke aas paas hai, jo pehle 300x tak jaata tha, aur historical median 120-130x ke kareeb hai. Competitors jaise Vedant Fashions ka P/E 30x hai, aur Avenue Supermarts ka 86x ke aas paas hai. Toh lagta hai analysts bhi maan rahe hain ki abhi kharidne ka accha mauka hai, kyunki average target price ₹5,000-5,300 ke aas paas hai, matlab 25-30% tak ka upside dikh raha hai.

Retail market bahut competitive hai, lekin Trent ki strategy, especially quick fashion aur expanding segments mein, solid lag rahi hai. Union Budget mein bhi infrastructure par focus hai, jo finally consumer spending ko boost karega.

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