Whalesbook
Sabse pehle toh numbers ki baat karte hain, kyunki SPRL ne Q3FY26 mein apne financial performance mein ek naya record banaya hai. Unka total income 20.7% saal dar saal badh kar ₹10,563 Million ho gaya hai. Ye figures unki operational strength dikhate hain. Unka consolidated EBITDA bhi 20.8% badha hai, jisse EBITDA margin 22.6% par maintain raha. Jabki Profit Before Tax (PBT) 22.3% upar gaya, Profit After Tax (PAT) mein growth thoda kam, sirf 4.0% rahi. Iski wajah ek ₹252 Million ka one-time expense hai jo new Labour Code ki wajah se hua, isne PAT growth ko thoda daba diya.
Ab is report ka sabse bada trigger point yeh strategic acquisition hai. SPRL ne Grupo Antolin ke India wale teen businesses ko €159 Million (lagbhag ₹16,700 Million) mein acquire kar liya hai. Yeh deal company ko automotive interiors aur advanced lighting solutions jaise naye verticals mein launch kar degi. Iske baad, company ka business sirf engine parts tak seemit nahi rahega, balki company ka powertrain-agnostic products ka contribution revenue mein 35% se zyada ho jayega. Isse unka overall market reach aur potential bahut badh jayega.
Nine months (9MFY26) ka bhi record hai, jisme income 16.8% aur EBITDA 16.3% badha hai, aur PAT bhi 10.6% upar gaya hai. Standalone results mein bhi achi growth thi income aur EBITDA mein, par wahan bhi ₹237 Million ka exceptional expense tha jisse standalone PAT 4.5% gir gaya.
Management kaafi confident hai ki future mein growth bani rahegi. Unka focus ab is acquisition ko smoothly integrate karne par hoga aur new product lines se business expand karne par. Investors ko abhi company ke strategy execution aur EV space mein unke move par nazar rakhni chahiye.