Achanak itna bada jump kaise?
Dekho, Fujiyama Power Systems ne Q3 FY26 mein numbers ka jaise poora record tod diya. Company ka revenue 73.8% badh kar ₹588.5 Crore ho gaya, aur agar pichhle 9 mahino (9M FY26) ki baat karein toh revenue ₹1753.7 Crore raha, jo 65.4% up hai.
EBITDA bhi 110.1% kaafi tez bhaga aur ₹109.9 Crore ho gaya. Isse margins bhi sudhar kar 18.7% ho gaye, pehle yeh 15.5% the. Poore 9 mahine mein EBITDA ₹318.8 Crore raha aur margins 18.2% pe pahunche.
Sabse dhamakedaar toh PAT raha, jo 124.3% badh kar ₹67.3 Crore ho gaya! Aur PAT margins bhi 11.4% tak pahunch gaye, jo pehle sirf 8.9% the. 9 mahine ka PAT bhi ₹197.8 Crore raha aur margins 11.3% pe aaye. Iska fayda EPS mein bhi dikha, jo ₹2.37 ho gaya (pichhle saal ₹1.07). Poore 9 mahine ka EPS ₹6.96 raha.
Ye numbers itne acche kyun hain?
Iske peeche ka reason hai Dadri mein jo naya 1 GW ka solar cell manufacturing unit shuru hua hai. Isse company ki operational efficiency badhi hai aur cost control bhi acche se ho raha hai. Management ne bola hai ki rooftop solar ki demand bahut zordaar hai aur government bhi 'Make in India' ko support kar rahi hai, isiliye company apni capacity aur badha rahi hai aur backward integration pe bhi focus kar rahi hai.
Aage kya hone wala hai?
Company ab 2 GW ka Ratlam facility bhi Q4 FY26 tak shuru karne ki planning kar rahi hai. Investors ko ab yeh dekhna hoga ki company apni yeh badhi hui capacity aur naye plant ka kitna faayda utha paati hai.
Haan, kuch risks bhi hain jaise Ratlam facility time pe start ho jaaye, aur solar industry mein competition aur raw material ke daam ka bhi dhyan rakhna hoga. Lekin overall, company ki strategy clear hai growth aur integration ke liye.