Hindustan Foods Stock: FY27 ke liye diya bada target, Q3 mein record profit ki baarish!

INDUSTRIAL-GOODSSERVICES
Whalesbook Logo
AuthorIshaan Verma|Published at:
Hindustan Foods Stock: FY27 ke liye diya bada target, Q3 mein record profit ki baarish!
Overview

Arre bhai, Hindustan Foods Limited (HFL) ne toh kamaal hi kar diya! Q3 FY26 mein company ka sabse tagda quarterly EBITDA aur PAT report hua hai. Total income **13%** badhkar **₹1,000 Cr** ho gaya aur PAT mein **26%** ki tezi aayi, jo ki **₹36 Cr** tak pahunch gaya. FY27 ke liye toh company ne **₹200-220 Cr** ka PAT target bhi de diya hai, matlab growth ka full plan hai!

Toh hua kya hai, company ne 9 mahine (9M FY26) mein total income ₹3,041 Crore kamaayi, jo pichle saal se 15% zyada hai. EBITDA bhi 17% badhkar ₹266 Crore aur Profit Before Tax (PBT) 31% jump karke ₹140 Crore ho gaya. Net Profit (PAT) bhi 31% badhkar ₹103 Crore par pahuncha. Haan, yeh numbers mein ek baar ke Labour Code provisioning ka impact bhi hai, toh thoda adjust karna padega.

Ab sirf Q3 ki baat karein toh, income 13% badhkar ₹1,000 Crore hui. EBITDA ne toh record banaya, 18% badhkar ₹93 Crore ho gaya. PBT bhi 29% badhkar ₹51 Crore aur PAT 26% badhkar ₹36 Crore raha.

Company ka future plan bhi kaafi aggressive hai. Yeh log alag alag product categories, customers aur regions mein diversification kar rahe hain. Pichle 3 saal mein 5 acquisitions bhi kiye hain, matlab inorganic growth par bhi zor hai. Capex par bhi achha khasa kharcha ho raha hai, FY'26 mein ₹750 Crore se zyada aur FY'27 ke liye ₹50 Crore ka naya project approved hai. Company ka target hai ki har saal approx 20% growth maintain karein. Balance sheet bhi mast hai, net debt to equity ratio 0.77x hai aur cash ₹151 Crore hai.

Aur sabse exciting baat, FY'27 PAT ka target toh ₹200-220 Crore ka rakha hai, jo FY'26 estimate se lagbhag 1.4x growth dikhata hai! Upar se, GST rate mein cuts aur EU/US ke saath trade deals jaise macroeconomic trends ka fayda bhi uthane ki koshish hai. Ice cream aur beverages divisions bhi ready hain, aur ek naya M&A bhi is quarter mein finalize hone wala hai.

Par bhai, har chamakti cheez sona nahi hoti. Kuch risks bhi hain jin par nazar rakhni padegi. Company ka governance aur compliance ka history mein kuch issues rahe hain, jiske liye SEBI aur BSE ne penalties bhi lagayi hain. Abhi GST duty inversions se thoda working capital ka issue aa sakta hai, especially bottled water aur ice cream mein. Company isko manage karne ke liye customers ke saath conversion-based model par baat kar rahi hai, jo margins ko optically boost kar sakta hai.

Yaad hai HFL pehle sirf food & beverages mein thi? Ab toh leather, pest control, footwear, health care tak mein enter kar chuki hai. Yeh sab acquisitions aur diversification ka hi kamaal hai jo isko ek strong manufacturing powerhouse bana raha hai. Competition bhi tagda hai, Dixon, Amber Enterprises jaise players bhi achha kar rahe hain. Lekin HFL apni strategy se alag position banane ki koshish mein hai.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.