KOEL Ke Numbers Ka Kya Scene Hai?
Dekho, Kirloskar Oil Engines Limited (KOEL) ne jo Q3 FY26 ke results diye hain, woh kaafi zabardast hain. Standalone basis par, company ka PAT 54% tak badh gaya, jo last year ₹56.74 crore tha, woh ab ₹87.37 crore ho gaya hai. Revenue bhi 35% tez hokar ₹1,380.61 crore par pahunch gaya.
Agar consolidated figures dekhein, toh picture aur bhi bright hai. Consolidated PAT mein 64% ka shandaar jump dikha hai, jo ₹109.13 crore ho gaya hai, jabki last year ye ₹66.56 crore tha. Consolidated revenue bhi 29% badhkar ₹1,872.60 crore ho gaya.
Dividend Ka Elaan Aur Numbers Mein Chhupi Baatein
Is achhe performance ke baad, company ke Board ne ₹2.50 per equity share (yaani 125%) ka interim dividend declare kiya hai FY 2025-26 ke liye. Shareholders ke liye ye ek achhi khabar hai!
Ek baat note karne wali hai ki standalone PAT growth mein kuch exceptional items ka bhi asar hai. Is quarter mein employee benefit liability ke liye ₹20.08 crore ka expense tha, jabki pichhle saal ke quarter mein ₹20.90 crore ka exceptional gain mila tha. Toh numbers mein yeh adjustment dikh raha hai.
Nine months ke results bhi solid hain. Standalone revenue 25.2% badh kar ₹4,112.12 crore aur PAT 17.1% badh kar ₹330.40 crore raha. Consolidated basis par nine months ka revenue 22.0% badhkar ₹5,584.78 crore aur PAT 16.0% badhkar ₹402.50 crore raha.
Aage Kya Ho Sakta Hai?
Company ne abhi koi future outlook ya guidance nahi diya hai. Lekin, investors ko yeh dhyan rakhna hoga ki company ne apna Business to Customer (B2C) segment, jisme Water Management Solutions bhi aata hai, usko ek poori tarah se owned subsidiary, KOEL Fluid Dynamics Private Limited (KFD), mein transfer kar diya hai. Isliye standalone results mein is segment ko 'discontinued operations' dikhaya ja raha hai. Analysis karte waqt is baat ka khayal rakhein.