Numbers kya bol rahe hain?
Bosch Limited ne Q3 FY2025-26 aur 31 December 2025 ko khatam hue 9 mahine ke liye apne un-audited financial results bata diye hain.
Q3 FY2025-26 ke liye, company ka standalone revenue 9.4% badh kar ₹48,856 Million ho gaya, jo pichhle saal ₹44,657 Million tha. Profit Before Tax (PBT) 14.8% badhkar ₹7,093 Million aur Profit After Tax (PAT) 16.2% badhkar ₹5,321 Million raha.
Aur jo 9 mahine ka period tha, usme revenue 10.0% badh kar ₹144,690 Million ho gaya. PBT mein 45.0% ka zabardast jump aaya tha, jo ₹28,335 Million tak pahuncha, aur PAT mein toh 50.8% ki tezi dikhi, jo ₹22,015 Million ho gaya.
Ye exceptional gain ka chakkar kya hai?
Ye jo 9 mahine ke PAT mein itna bada jump dikh raha hai na, uska reason hai company ne apna 'Video solutions, Access and Intrusions and Communication systems' business jo pehle May 2025 mein becha tha, usse mili ₹5,560 Million ki exceptional gain. Is exceptional item ko hata dein toh, Q3 FY2025-26 mein PBT before exceptional items 6.7% badhkar ₹7,090 Million (yaani ₹709 Crore) raha. Company ne yeh bhi bataya ki naye Labour Codes ka ₹206 Million ka preliminary impact bhi dekha gaya hai. Quarter mein profitability ko favourable product mix aur expense optimization ne support kiya.
Aage ka outlook aur Management kya sochta hai?
Management ka kehna hai ki automotive sector mein aage bhi achha trend rahega, khaas kar passenger cars aur off-highway segments mein demand zyada hai. Company future-ready technologies par focus karne ka plan bana rahi hai.
Kuch Risks bhi hain?
Ek bada risk yeh hai ki 'Beyond Mobility' business mein jo decline aaya hai, woh seedha Video solutions segment ke divestment se juda hai. Naye Labour Codes ka impact bhi dhyaan mein rakhna hoga. Company ne Dividend Distribution Policy mein bhi kuch changes approve kiye hain.