Siemens India Share Price: Revenue Toh Bhaagi, Par Profit Kahan? Investors Ke Liye Kya Hai Update?

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AuthorVihaan Mehta|Published at:
Siemens India Share Price: Revenue Toh Bhaagi, Par Profit Kahan? Investors Ke Liye Kya Hai Update?
Overview

Arre yaar, Siemens India ke results aa gaye hain aur numbers mein thoda mix dikh raha hai. Ek taraf company ka consolidated revenue **14.0%** badh kar **₹3,831 crore** ho gaya hai, lekin doosri taraf consolidated Profit After Tax (PAT) **26.0%** neeche gir kar **₹269 crore** pe aa gaya. Kafi logo ko expect nahi tha yeh.

📉 Aakhir Profit Gira Kyun?.

Haan bhai, revenue toh 14% badhi, ye toh achhi baat hai. Lekin asli picture toh PAT mein hai, jo 26% kam ho gaya. Iske peeche kuch reasons hain:

  • Sabse pehle toh foreign exchange (forex) mein jo fluctuations hue, unka impact dikha.
  • Commodity prices mein jo changes aaye, usse bhi thoda fark pada.
  • Aur haan, sabse important, Labour Codes ke naye niyam laagu karne mein ₹74 crore ka ek-waqt ka kharcha (one-time exceptional cost) bhi hua. Is sabse PAT pe kafi pressure aaya.

Agar sirf company ke standalone results dekhein toh PAT mein toh aur bhi badi 35.8% ki girawat aayi hai, jo ₹1,999 million raha.

🚀 Order Book Toh Strong Hai!

Achhi khabar yeh hai ki company ka order backlog 7% badh kar ₹43,004 crore ho gaya hai. Matlab future mein kaam ki kami nahi hai. Management ko India ki economic growth par pura bharosa hai aur woh execution par focus kar rahe hain.

💡 Bade Strategic Decisions!

Results ke saath saath, company ne kuch bade strategic decisions bhi liye hain:

  • LVM Business Sale: Siemens ne apne Low Voltage Motors (LVM) business ko bechne ki manzoori de di hai, jiska deal value ₹22,000 million (yaani ₹2,200 crore) hai. Isse company apne core areas par aur zyada focus kar paayegi.
  • Capex Deferral: Jo metro car assembly setup ke liye ₹186 crore ka capital expenditure (capex) plan tha, use abhi indefinite postpone kar diya gaya hai. Lagta hai company abhi jaldbazi mein investment nahi karna chahti.
  • Amalgamation: Siemens Rail Automation Private Limited (SRAPL) ko company mein merge karne ki bhi approval mil gayi hai, jisse operations aur smooth ho jayenge.
  • Financial Year Change: Ab se company apna financial year April-March ke hisaab se manage karegi.

Overall, revenue growth acchi hai par margins par dhyan dena hoga aur strategic decisions ka impact aane wale samay mein dikhega.

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