Aisi tezi kaise aayi? Numbers dekho!
Asal mein, company ne Q3 FY26 mein ekdum zabardast results diye hain. Revenue YoY basis par 29.6% badh kar ₹2,168 Crore pahunch gaya, aur QoQ bhi 13.2% ka growth dikhaya.
Aur order book ki toh baat hi alag hai! New orders 73% (ek bade order ko chhodkar) YoY badhe hain, jo ki ₹2,477.6 Crore ke hain. Iss se company ka total order backlog ekdum record ₹29,872 Crore tak pahunch gaya hai. Kya baat hai!
Profitability mein bhi toofani tezi aayi hai. PBT (exceptional items se pehle) 118.4% YoY badh kar ₹402 Crore ho gaya, jisse margin 18.5% tak pahunch gaya, jo pichhle saal sirf 11% tha. Operational EBITDA bhi double ho gaya ₹338 Crore par, aur margin 15.6% ho gaya. PAT toh ₹261 Crore raha.
Company ko ₹61 Crore ki other income mili aur ₹24 Crore ka commodity exchange gain bhi hua. Labor code ke impact ke baad, PBT ₹347.8 Crore raha.
Strategy aur Future ki baatein
Management ka confidence kaafi high lag raha hai. Mumbai HVDC project mein koi bada delay nahi dikh raha hai, aur woh jaldi hi commission hone wala hai.
Company future growth ke liye kaafi taiyar dikh rahi hai. Data centers, energy transition, aur exports par khoob focus hai. Iske liye ₹700 Crore se zyada ka CAPEX plan kiya gaya hai FY26 aur FY27 ke liye. Gujarat mein ek naya high-voltage product facility banegi aur traction transformer facility bhi expand hogi.
Export se revenue ka target 25-30% rakhna company ki global ambition dikhata hai.
Aage chal kar, execution risks aur CAPEX ka sahi istemaal karna zaroori hoga. Lekin overall, AI data centers, public capex, aur energy transition jaise trends company ke liye bade opportunities la rahe hain. Investors ko CAPEX deployment aur export targets par nazar rakhni chahiye.