Soch rahe hoge ye kaise hua? Ek taraf toh plant laga diya ₹200 Crore ka, dusri taraf profit kyun gira? Toh dekho, Eveready Industries ne Jammu mein ye naya manufacturing facility khola hai, jisme ₹200 Crore ka investment kiya hai. Isse company alkaline battery market mein apna position strong karegi aur import kam karne ki koshish karegi. Plant ki saalana installed capacity 45.6 crore batteries hai, aur peak production 36 crore units per year tak ho sakti hai. Company ka kehna hai ki ye plant India mein unique hai aur power-hungry devices ki demand meet karne mein madad karega.
Par ab aata hai asli drama. Jo December 2025 quarter ke results aaye hain, usme net sales toh 10.11% badh kar ₹366.97 crore ho gaye, lekin net profit seedha 43.6% gir kar sirf ₹7.36 crore reh gaya. Iska main reason hai operational costs ka badhna.
Eveready ka alkaline battery mein estimated 20% aur dry cell batteries mein 52% market share hai. Ye naya plant directly Duracell aur Indo National (Nippo) jaise players ko takkar dega. Bade players jaise Exide Industries aur Amara Raja Batteries ka market cap toh bahut zyada hai, ₹15,400 crore aur ₹13,400 crore ke aas paas.
Brokerage reports bhi mix hain. Kuch brokers ₹306-₹329 ka target de rahe hain, toh kuch ₹445.74 tak ka 1-year target estimate kar rahe hain. Toh thoda dhyan se dekhna padega.
Company apne non-core assets bhi bech rahi hai aur naye products bhi launch kar rahi hai jaise Ultima Lithium. Management ko ummeed hai ki ye naya plant start se hi breakeven ho jayega, jo future mein margins improve karne mein madad karega.
