Profit mein tagdi tezi ka reason kya hai?
Solar Industries ne Q3 FY26 mein kamaal ka performance dikhaya hai. Poora detail dekhte hain:
- Numbers kya bol rahe hain?
- Net Sales 29% badh kar ₹2,548 Crore ho gayi.
- EBITDA mein 37% ki tezi aayi, jo ₹733 Crore raha.
- Profit Before Tax (PBT) 39% badha, pahuncha ₹636 Crore tak.
- Net Profit (PAT) 38% jump karke ₹467 Crore ho gaya.
- EBITDA Margin 28.77% ho gaya hai, jo pehle 27.17% tha.
- PAT Margin bhi sudhra hai, 18.31% ho gaya.
Nine months (9MFY26) ki baat karein toh, Sales 26% badh kar ₹6,785 Crore aur PAT 25% badh kar ₹1,181 Crore raha.
Kahan se aayi itni growth?
Asal hero raha Defence segment, jisme revenue 72% tej bhaga! International business ne bhi 35% growth dikhaya. Ye dono segments ab company ke revenue mein bada hissa ban gaye hain.
Lekin ek baat notice karne wali hai – employee costs 42% badh gaye hain Q3 mein, jo revenue growth se zyada hai. Isko manage karna hoga.
Company ke paas defence ke liye ₹21,200 Crore se zyada ka order book hai, jo future ke liye bahut achha sign hai.
Management ne kya bola?
Sabse badi chinta ki baat ye hai ki management ne aage ke liye koi guidance nahi di hai. Ye investors ke liye thoda uncertainty wala point hai, kyunki pata nahi chalega ki aage kya hone wala hai.