PAT mein tagda bounce, par reason kya hai?
Asal mein, yeh PAT ka jo itna bada jump dikh raha hai na, woh company ne assets bech kar jo exceptional gain kamaya hai, uski wajah se hai. Total ₹9,215 crore ka fayda hua hai stake sale aur cement units transfer se nine months mein, aur Q3 mein yeh ₹5,632 crore tha. Isliye, PAT 193% badh kar ₹9,560 crore ho gaya nine months mein, aur Q3 mein toh 90 guna badh gaya!
Asli business ka kya?
Magar jab hum core business ki baat karte hain, toh picture thodi alag hai. Nine months ke liye consolidated EBITDA 3% gir kar ₹11,985 crore raha, aur total income bhi 4% kam hokar ₹69,756 crore hui. Q3 mein EBITDA 15% toh badha hai, par yeh bhi one-off gains se boosted tha.
Debt aur ratio ka scene
Company ne infrastructure projects mein paisa lagaya hai, jiske chalte consolidated net debt badh kar ₹74,297 crore ho gaya hai. Jo Net Debt to EBITDA ratio hai woh 2.3x hai, aur interest coverage ratio bhi 2.3x hi hai.
Management kya keh rahi hai?
Chairman Gautam Adani ka kehna hai ki company ka execution mast chal raha hai aur Navi Mumbai Airport jaise projects ab operational ho gaye hain. Woh growth ko lekar kaafi confident hain.
Investors ke liye kya hai?
Main baat yeh hai ki sirf one-off gains se PAT badhana sustainable nahi hai. Investors ko ab core business ke EBITDA margins improve hone par aur badhte hue debt ko manage karne par dhyan dena hoga. Naye projects ka operationalization aur new asset monetization aage chal kar company ke liye important rahega.