Numbers ka khel: Kaisa raha Q3 FY26?
Chalo, abhi numbers mein thoda aur deep dive karte hain. Standalone basis par, Escorts Kubota ka revenue 11.1% YoY badhkar ₹3,261 Crore par pahunch gaya. Profit Before Tax (PBT) mein toh 23.7% ka zabardast jump aaya, jo ₹470 Crore ho gaya. Net Profit 12.1% badhkar ₹362 Crore par raha. Aur Basic EPS bhi 24.7% upar jaakar ₹32.93 ho gaya.
Agar nine-month ki baat karein, toh standalone revenue 9.9% badhkar ₹8,522 Crore aur PBT 38.4% badhkar ₹1,395 Crore ho gaya.
Consolidated figures bhi kamal ke hain. Q3 mein consolidated revenue 11.3% YoY badhkar ₹3,280 Crore hua. Net Profit mein toh 24.5% ka bada spurt aaya, jo ₹358 Crore tak pahunch gaya. Ye growth Railways Equipment business sale hone ke baad waale profits ki wajah se aur bhi zyada dikh rahi hai.
Waise, company ko new labour code implement karne ke liye ₹52.46 Crore ka exceptional expense bhi hua hai.
Big Plan: ₹2,268 Cr ka Greenfield Expansion!
Sabse badi khabar yeh hai ki company ne Uttar Pradesh ke YEIDA mein ek naya, bada manufacturing plant lagane ka plan approve kar liya hai. Ye plant tractors aur construction equipment ki capacity badhane ke liye hai. Plan hai ki saalana 60,000 tractor units aur 15,000 construction equipment units ka production badhaya ja sake.
Is project ke liye zameen aur development par lagbhag ₹593 Crore kharch honge, aur total project cost ₹2,268 Crore hone wali hai. Iska paisa company apne preferential issue se mile hue funds aur internal accruals se manage karegi. Ye bade move se lagta hai ki company future ki demand ko lekar kaafi confident hai.
Aur haan, shareholders ko reward karne ke liye company ne ₹18 per share ka Special Dividend bhi declare kiya hai. Investors ab is bade expansion project ke execution par nazar rakhenge.