Aisa Kaisa Hua? Numbers Toh Bolo!
Dekho, Everest Kanto Cylinder Limited ke Q3 FY26 results ne sabko chakkar mein daal diya. Consolidated level pe, revenue toh thoda sa gira, 0.5% se ₹365.1 Crore pe aa gaya. Lekin, EBITDA mein dekho toh 48.4% ka growth dikhaya aur margin 16.2% pe pahunch gaya, jo 534 bps upar hai! Ye sab cost control aur better realisations ki wajah se hua.
Par asli dhamaka toh bottom line mein hua! Profit After Tax (PAT) 98.9% badh kar ₹35.7 Crore ho gaya. Isse PAT margin bhi 9.8% ho gaya, jo 489 bps ka expansion hai.
Standalone numbers bhi kamal ke hain. Revenue 1.1% badh kar ₹247.0 Crore ho gaya. EBITDA toh 56.2% bhaga aur margin 23.1% pe pahunch gaya, jo 812 bps ka zabardast jump hai! Standalone PAT bhi 57.6% badh kar ₹36.0 Crore ho gaya.
Baaki 9 mahine (YTD) ka hisaab dekho toh consolidated revenue 3.3% up hai, aur EBITDA 21.5%, PAT 19.5% badhe hain. Standalone YTD mein revenue 5.5%, EBITDA 60.7%, aur PAT 37.0% badhe hain.
Paisa Kahan Se Bana?
Company ka kehna hai ki unhone prices improve kiye hain, sahi products select kiye hain, aur kharcha control mein rakha hai. Isi wajah se, sales thodi kam hone ke baad bhi profitability itni zabardast badhi hai.
Aage Ka Plan Kya Hai?
Boss, company future ke liye bhi ready hai. US mein apni company ke liye USD 5.5 million ka capex approve kiya hai jisse bade cylinders bana saken. India mein Mundra facility ke liye ₹30 Crore lagane wale hain. Aur Egypt waali facility bhi May 2026 tak start ho jayegi. Mundra mein pehli production line chalu hai, aur do aur jaldi aane wali hain.
So, Kya Karein?
Consolidated revenue ka thoda girna dekhne wali baat hai, but overall future ka outlook achha lag raha hai. Naye plants lagne se growth ki umeed hai. Investors ko ab dhyan dena chahiye ki company volume growth maintain kar paati hai ya nahi aur margins aise hi strong rehte hain ya nahi.