Kerala Ayurveda Share Price: Revenue badhi, par profit ka kya? Company ne kiye bade plans

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AuthorAarav Shah|Published at:
Kerala Ayurveda Share Price: Revenue badhi, par profit ka kya? Company ne kiye bade plans
Overview

Arre yaar, Kerala Ayurveda ne revenue mein toh tagda jump dikhaya hai, **20.7%** saal-dar-saal badhkar **₹108.7 Cr** ho gaya! Par bhai, margins thode tight ho gaye hain kyunki company ne marketing, tech aur talent mein khoob paisa lagaya hai.

Revenue Toh Badha, Par Profit Mein Kami Kyun?

Jab hum Kerala Ayurveda ki baat karte hain, toh inke numbers kuch aise hain: YTD Dec'25 tak, consolidated revenue 20.7% badh kar ₹108.7 Crore tak pahunch gaya. Is growth ke peeche hai Global E-Product business jahan 28% growth dikhi, aur Global Health Services jisme 27% ka expansion hua. India Ecomm mein bhi 40% ki tagdi badhotri hui hai.

Margin Squeeze Aur Investments Ka Scene

Abhi revenue toh badh raha hai, lekin profits par thoda pressure hai. YTD Dec'25 ke liye Adjusted EBITDA ₹6.3 Crore raha, jo pichle saal se bas ₹6 Lakh zyada hai. Iske wajah se reported EBITDA margin Q3 mein gir kar ₹1.7 Crore ho gaya, pichle saal yeh ₹6.2 Crore tha. Investment zyada hone ke karan interest aur depreciation bhi badh gaya, jiski wajah se Profit Before Tax (PBT) ₹-8.4 Crore mein aa gaya. Company ne do saal baad price increase bhi kiya hai gross margins ko theek karne ke liye.

Company Ke Bade Faisle: Debt Aur Acquisition

Balance sheet ko strong banane ke liye, company ne kuch bade kadam uthaye hain. Promoter Rs. 20 Crore ka debt equity mein convert karne wale hain preferential issue ke through, jo pichle din ke closing price se ~32% premium par hoga. Saath hi, company apni subsidiary Ayurvedagram Heritage Wellness Centre Private Ltd. (AHWCPL) mein bachi hui 26% stake Rs. 10 Crore mein kharidne ka plan bana rahi hai. Isse AHWCPL company ki fully-owned subsidiary ban jayegi.

Aage Kya Hai Aur Kya Hai Risk?

Management ka target hai FY'26 tak ₹150 Crore revenue achieve karne ka, jo 23% growth hogi. Vision 2030 tak ₹1000 Crore ka revenue banane ka ambitious goal hai. Growth ke liye talent, technology aur international expansion par focus rahega. Lekin, kuch risks bhi hain jaise fundraising mein deri, supply chain issues aur expansion projects mein late ho sakta hai. Negative PBT abhi bhi ek concern hai, bhale hi yeh strategic investments ki wajah se ho.

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