Company specific results toh ekdum alag alag hain!
Jio Financial Services ka net profit is quarter mein 14% saal dar saal gir kar ₹272 Crore ho gaya. Mazzedaar baat ye hai ki inka total income double hokar ₹1,020 Crore ho gaya, matlab paisa toh aaya lekin profit kam ho gaya. Company ne CFO bhi change kiya hai, Annapoorna Venkataramanan aa gayi hain. Analyst log 'Strong Buy' keh rahe hain aur ₹312.50 ka target de rahe hain, lekin inka P/E ratio kaafi high hai aur return on equity bas 1.23% hai.
Phir aaye Mastek, inka profit pichhle quarter se 2% kam hokar ₹106.15 Crore raha. Revenue 3.6% badh kar ₹938.00 Crore ho gaya. Profit thoda kam hua, par company ne shareholders ko ₹16 per share ka final dividend dene ka plan banaya hai. Mastek ka P/E ratio bhi industry se kaafi kam hai aur ROE 15.6% hai. Analysts toh ise bhi 'Strong Buy' keh rahe hain aur target ₹2,192 ke aas paas hai. Par stock khud 17.03% saal bhar mein aur 24.84% saal ke andar gir chuka hai, jo thoda confusing hai.
Ab baat karte hain Bajaj Consumer Care ki, inka toh result dhamakedar raha! Profit double se bhi zyada ho gaya aur revenue 30.4% badh kar ₹326.7 Crore ho gaya. Inka EBITDA margin bhi mast 23.4% ho gaya. Stock bhi 14% se upar bhaga hai!
Jabki individual companies ke results aise the, overall market Positive tha. Nifty 50 0.65% badh kar 24,353.55 par band hua. Geopolitical tensions kam hone se aur Middle East ki news se market ko boost mila. Brent crude bhi $100 ke neeche aa gaya. Nifty FMCG sector toh khaas kar 2.65% chadh gaya, dikhata hai ki demand solid hai. Lekin Nifty IT sector thoda peeche reh gaya.
Jio Financial ka valuation ek bada risk hai, itna high P/E aur low ROE ke saath. Mastek ka stock gira hai, analyst rating aachi hone ke bawajood. FMCG sector ko input costs badhne ka pressure hai.
Banking sector steady lag raha hai, lekin NIMs par pressure aa sakta hai. HDFC Bank aur ICICI Bank ke results bhi aane wale hain.
Overall, Q4 mein sabke results mix rahe, kisi ne kamaal kiya toh kisi ko struggle karna pada. Dekhte hain aage kya hota hai!
