Achanak numbers itne acche kaise?
Dekho bhai, AXISCADES Technologies ne Q3 FY26 mein apne financials mein toh toofani tezi dikhai hai. Company ne ₹343 crore ka total revenue report kiya hai, jo pichhle saal ke muqable 25.0% zyada hai. EBITDA toh 55.3% badh kar ₹63 crore ho gaya, jiske saath EBITDA margin 18.3% pe pahunch gaya. Sabse mast baat yeh hai ki Profit After Tax (PAT) 87.2% badh kar ₹28 crore ho gaya! Isse PAT margin bhi 8.0% ho gaya hai.
Agar hum 9 mahine (9M FY26) ka performance dekhein, toh revenue 16.2% badh kar ₹886 crore ho gaya. EBITDA 37.1% badh kar ₹144 crore raha, aur margin 16.2% pe pahunch gaya. Ek aur bada point yeh hai ki adjusted PAT ₹79.5 crore ho gaya hai, jo FY25 ke poore saal ke PAT (₹75 crore) se bhi zyada hai! Diluted EPS bhi 65.2% badh kar ₹16.73 ho gaya.
Sirf numbers nahi, strategy bhi mast hai!
Company ab sirf services pe nahi, balki product, solutions aur manufacturing par zyada focus kar rahi hai. Iske liye 'Power930' naam ka ek bold vision laye hain, jisme FY28 tak revenue ka 80% se zyada manufacturing se aana chahiye. Is vision ko pura karne ke liye, Devanahalli mein 165,000 sq.ft ki ek badi facility fully operational ho gayi hai. Hyderabad mein bhi missile components banane ke liye land acquire kiya hai. Global players ke saath Centres of Excellence (CoE) bhi bana rahe hain.
Balance sheet ki baat karein toh company ekdum solid hai. Net Worth ₹730 crore hai aur Net Debt sirf ₹67 crore. Yaani growth ke liye company ke paas achha paisa hai.
Aage kya chalega? Risks kya hain?
Sab accha hai, par kuch risks ko nazarandaz nahi kar sakte. Nayi manufacturing facilities ko successfully scale karna, projects mein deri, aur government ke defence spending par depend karna kuch bade risks hain. Saath hi, heavy engineering, automotive jaise sectors mein jo thandi chal rahi hai, woh bhi thoda impact kar sakti hai.
Par overall, management kaafi focused lag raha hai. Investors Devanahalli aur Hyderabad facilities ke ramp-up par nazar rakhenge. Company ka manufacturing-led growth ka plan kaafi promising lag raha hai.