Whalesbook
Toh hua kya hai ki Jyoti Structures ko ₹88.33 crore ka ek tagda order mila hai Adani Electricity Mumbai se. Yeh order Mumbai Coastal Road Project ke liye transmission infrastructure ka kaam dekhega aur ek 12 mahine ka contract hai.
Normally, aise bade orders aane par toh stock bhagta hai, lekin yahan toh ulta ho gaya aur share 6.83% tak gir gaya. Market walon ki nazar mein sirf order milna kaafi nahi hai. Unko company ki execution aur finances ki bhi chinta hai.
Dekho toh, Jyoti Structures ki market cap lagbhag ₹350 crore hai. Yeh Kalpataru Power Transmission Ltd (KPTL) aur KEC International jaisi badi companies se bahut kam hai, jinki market cap hazaron crore mein hai aur woh aksar bade international orders bhi jeet te hain.
Jyoti Structures ke liye hamesha se debt ek badi chinta rahi hai. Investors ko darr hai ki kya yeh ₹88.33 crore ka order unke debt ko itna kam kar payega ya bade projects ko manage karne mein koi problem toh nahi aayegi. Pichhle projects mein bhi time pe kaam complete hone ya profit margin tight hone ki issues dekhi gayi hain.
Sector toh growth mein hai, electricity demand badh rahi hai aur grid upgrades ho rahe hain. Company bade projects mein participate kar sakti hai aur order book bhi badhega. Lekin ab sabki nazar iss baat par hogi ki yeh log yeh order kitne efficiently complete karte hain, profit kitna banate hain aur apne finances kaise manage karte hain. Jab tak yeh clear nahi hota, investors thoda cautious hi rahenge.