Result mein kya hai khaas?
Dekho yaar, Bluspring Enterprises ne Q3 FY26 mein revenue ko 10% tak udaan di hai, ab yeh ₹844 crore pahunch gaya hai (Investment wala hissa chhodd kar). Company ka EBITDA bhi 12% badh kar ₹32 crore ho gaya hai, matlab operations acche chal rahe hain. Aur sabse mazedaar baat ye hai ki adjusted PAT 54% zabardast jump maarke ₹19 crore ho gaya hai. EPS abhi ₹1.2 chal raha hai quarter mein.
Yeh ₹29.8 Cr ka kharcha kya hai?
Sabse bada twist aaya hai ek ₹29.8 crore ke exceptional charge se. Yeh naye Labour Codes ki wajah se gratuity aur leave liabilities ke liye hai. Company bol rahi hai ki ismein se ₹9 crore toh clients se recover nahi ho payega, but baaki ka amount dheere dheere clients se recover karne ka plan hai. Yehi ek cheez hai jisse aage profit kaise rahega, woh decide hoga. Management ne yeh bhi bataya ki 9-month (9M FY26) ka EBITDA flat raha hai kyunki pehle kaafi investment kiya tha. Aur unka Foundit platform, jo AI wala job search hai, uske revenue mein 27% ki badi girawat aayi hai. Ab woh platform ko ₹30-35 crore aur invest karenge, target hai ki teen quarters mein break-even ho jaaye.
Aage ka outlook aur risks
Ab company ka future depend karta hai ki woh revenue ki speed banaaye rakhe aur kharcha control mein rakhe. Clients se woh exceptional charge recover kar paate hain ya nahi, yeh dekhna hoga. Naye Labour Codes bade players ke liye achhe hain, but execution mein risk toh rehta hi hai. Management ka 4% EBITDA margin ka target hai Q4 FY26 ke liye, jo ek clear goal hai. Debt bhi control mein hai, sequential ₹29 crore kam ho kar ₹107 crore ho gaya hai, aur ₹100 crore se neeche le jaane ka aim hai. Days Sales Outstanding (DSO) 98 days par aa gaya hai, matlab paisa vasool karne mein bhi improvement hai.