Toh bhai, Power Grid ne apne Q3 FY26 ke results announce kar diye hain. Ek taraf toh quarterly results acche dikh rahe hain, par overall 9 mahine ka picture thoda mix hai.
Numbers Kya Bolte Hain?
Agar numbers ki baat karein, toh standalone Q3 mein revenue 8.74% badh kar ₹11,005.28 Crore hua, aur profit 6.83% badh ke ₹4,160.17 Crore pahuncha. Lekin agar 9 mahine (9M) ka standalone dekho toh revenue 1.59% badh kar ₹30,933.11 Crore hua, par profit 3.83% gir gaya, ₹10,374.27 Crore pe aa gaya.
Consolidated figures mein Q3 revenue 10.34% badh kar ₹12,395.09 Crore tak pahuncha, aur profit 8.37% badh ke ₹4,184.96 Crore ho gaya. Magar 9 mahine (9M) consolidated mein revenue 4.63% badh kar ₹35,067.26 Crore hua, jabki profit 6.81% kam hokar ₹10,392.91 Crore pe aa gaya.
Profitability Aur Ratios Ka Scene
Q3 mein profit badhna ek acchi baat hai, yeh dikhata hai ki company us quarter mein accha perform kar rahi thi. Par 9 mahine mein profit kyun gira, yeh ek sawal hai jise dekhna padega. Company ka Debt-to-Equity ratio ab 1.45 ho gaya hai, matlab thoda zyada leverage hai, jo infra sector mein common hai par manage karna zaroori hai.
Current Ratio 1 se neeche (standalone 0.85, consolidated 0.78) hai, jo yeh sign deta hai ki short-term liabilities manage karne mein thodi dikkat aa sakti hai agar cash flow smooth nahi raha toh. Achhi baat ye hai ki debt cover karne ki capacity (DSCR standalone 1.56, consolidated 1.63 aur ISCR standalone 3.84, consolidated 4.43) abhi bhi kaafi healthy lag rahi hai.
Bade Moves Aur Strategy
Ab kuch bade announcements suno jo company ne kiye hain. Board ne ₹3.25 per share ka second interim dividend declare kiya hai FY25-26 ke liye. Aur sabse bada move - FY26 ke liye ₹32,000 Crore tak borrow karne ka plan approve ho gaya hai, yeh paisa capital expenditure ke liye use hoga. Company ne Q3 mein private placement se ₹8,704 Crore bhi raise kiye hain.
Strategic portfolio realignment karte hue, company ne 3 Joint Ventures (Torrent Power Grid Limited, Sikkim Power Transmission Limited, aur Parbati Koldam Transmission Company Limited) mein apne poore stakes bechne ka bhi decision liya hai. Kuch wholly-owned subsidiaries ko merge karne ka bhi plan approve ho gaya hai.
🚩 Risks Aur Aage Kya?
Investors ko kis cheez ka dhyan rakhna chahiye? Ek toh badhta hua leverage aur liquidity position ka issue. Yeh ₹32,000 Crore ka naya loan kaise use hota hai aur balance sheet par kya asar karta hai, yeh dekhna bohot zaruri hai. JV bechne se operations streamline ho sakte hain aur capital unlock ho sakta hai. Main point yeh hai ki 9 mahine ka profit drop hone ka reason pata karna aur company ka debt manage karne ka tareeka aur working capital improve karna upcoming quarters mein important hoga.