Blue Star Q4 Results: Profit **17%** bada, par costs ka pressure dikha!

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AuthorIshaan Verma|Published at:
Blue Star Q4 Results: Profit **17%** bada, par costs ka pressure dikha!
Overview

So, Blue Star ke investors ke liye thodi achi khabar hai. Q4 FY26 mein company ne **17%** ka profit jump dikhaya hai, revenues bhi thoda badhe hain. RAC demand bhi pick up kar rahi hai, lekin maalhengaai aur naye rules se future mein thoda pressure reh sakta hai.

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Sabse pehle toh, company ne Q4 FY26 mein ₹227.18 Crore ka consolidated net profit report kiya hai, jo last year se 17% zyada hai. Revenue bhi ₹4,072.06 Crore tak pahuncha hai, 1.32% ka slight increase. Ye profit boost thoda exceptional gains aur tax kam hone se bhi hua hai.

Company ne apne operating margins ko bhi 110 basis points tak improve kiya hai efficiency karke. RAC market mein demand mid-April se kaafi recover hui hai, aur Electro-Mechanical Projects (EMPS) segment bhi data centers ki wajah se zoom kar raha hai.

Par bhai, situation bilkul clean nahi hai. Copper, aluminium, steel jaise raw materials ki prices kaafi badh gayi hain. Uske upar se, January 2026 se new efficiency norms aa rahe hain. Isliye company ne prices 8% badha di hain aur aur 5% badhane ka plan hai. Industry mein bhi 5-15% tak price hikes ho chuke hain.

Blue Star ka RAC market share 14.3% hai aur woh 15% tak pahunchna chahte hain. Competition kaafi tagda hai, Voltas, Daikin, LG, Samsung sab hain.

EMPS segment mein toh order inflows 35% badhe hain YoY, order book ab ₹4,664 Crore ka hai. Data centers, EV plants yahaan se growth aa rahi hai. Management expects margins 7-7.5% tak sustainable rahenge.

Valuation ki baat karein toh Blue Star ka P/E ratio 70-80x ke aas paas hai, jo competitors jaise Daikin (21.2x) se kaafi upar hai. Voltas ka P/E bhi 97.74x hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.