Aisa kaise hua? Profit up, Income down!
Is quarter mein Ashoka Buildcon ne ekdum opposite dikhaya jo normally hota hai. Profit After Tax (PAT) mein 68% ka zabardast jump aaya, jo ₹101.8 Crore ho gaya. Lekin wahi, company ki total income 18% neeche chali gayi aur ₹1,491.9 Crores par aa gayi. Company ka kehna hai ki execution timing aur market conditions ki wajah se income kam hui, par unhone kharcha itna control kiya aur projects ka mix itna sahi rakha ki profit double se zyada ho gaya!
Future ka fundaa: Mazboot Order Book!
Future ki chinta nahi hai Ashoka Buildcon ko, kyuki unki order book pharma hai. December 2025 tak yeh ₹15,927 Crores ki ho gayi hai. Ismein sabse zyada hissa Road EPC projects ka hai (44.1%, matlab ₹7,025 Crores), phir Power Transmission and Distribution (32.1%, ₹5,108 Crores), Road HAM projects (10.7%, ₹1,705 Crores), aur Railway projects (9.8%, ₹1,562 Crores).
Naye projects bhi mile hain is quarter mein: ₹447 Crores ka additional scope Mumbai Municipal Corporation ke liye, Mithi River Development ka ₹1,816 Crores ka project joint venture mein Adani Road Transport ke saath, aur Daman mein ek signature bridge ka ₹307.7 Crores ka contract.
Company mein bade changes!
Ashoka Buildcon ne company ke andar bhi kuch bade changes kiye hain. Unhone Ashoka Concessions Limited (ACL) ko poori tarah se khareed liya hai ₹667 Crores dekar. Iske baad, ACL ne apne paas paanch BOT SPVs ko ₹1,814 Crores mein Maple Infrastructure Trust ko bech diya. Isse company ki liquidity improve hogi aur operations streamline honge.
Company par consolidated debt ₹2,718 Crores hai aur standalone debt ₹1,046 Crores. Market capitalization ₹4,000 Crores se zyada hai aur stock apne 52-week low se 7% upar trade kar raha hai (₹139.95 ka low tha).
Overall, company ne dikha diya hai ki jab revenue kam ho, tab bhi smart planning se profit badhaya ja sakta hai. Infrastructure sector mein government ki taraf se support mil raha hai, toh future bright lag raha hai!