💸 Numbers ka Khel: Universal Cables ne kaise kiya kamaal?
Universal Cables ne December 31, 2025 ko khatam hue quarter aur 9 mahino ke liye jabardast financials dikhaye hain. Chalo dekhte hain details:
- Q3 FY26 Standalone:
- Net Profit After Tax (PAT) pichhle saal ke ₹9.70 crore se 93% badh kar ₹18.74 crore ho gaya.
- Revenue from operations 26.4% tez hua aur ₹767.92 crore tak pahunch gaya.
- Nine Months FY26 Standalone:
- PAT mein toh ekdum toofani tezi aayi, 147% badh kar ₹74.78 crore ho gaya, jabki pichhle saal yeh ₹30.27 crore tha.
- Revenue bhi 25.83% badh kar ₹2,182.40 crore ho gaya.
Company ki operational efficiency bhi dikh rahi hai, kyunki EBITDA margin 7.88% se sudhar kar 9.64% ho gaya hai. Iska matlab hai ki company cost ko behtar manage kar rahi hai.
🚀 Future ka Outlook: Kya hai aage?
Company ka management kaafi confident hai. Unka kehna hai ki FY26 mein revenue 25% se zyada badhega, aur agli do saal (FY26-27 aur FY27-28) mein bhi revenue 20-25% CAGR se badhta rahega. Yeh sab power sector mein badhti demand, electrification aur transmission & distribution (T&D) mein heavy capex ke karan ho raha hai.
🚩 Risks aur Naye Plans
Company apna organic expansion plan ka kharcha ₹482 crore se badha kar lagbhag ₹550 crore kar rahi hai. Iske pichhe technical changes aur machinery costs ka badhna, saath hi currency fluctuations bhi hain. Kuch Continuously Controlled Voltage (CCV) lines aur naye Low Voltage (LV) Cable Plant mein thoda delay chal raha hai, par woh jaldi hi start ho jayenge.
Aur ek bada development yeh hai ki company ne TS Conductor Corp, USA ke saath manufacturing agreement karke High Performance Conductors (HTLS) market mein entry maar li hai. Yeh ekdum next-level product hai jo transmission solutions ki demand ko poora karega.
As of December 31, 2025, company ke paas lagbhag ₹2,950 crore ka tagda order book hai, jo aane wale samay ke liye revenue ki visibility de raha hai. Investors ko naye expansion projects ke start hone aur HTLS product ke performance par nazar rakhni chahiye.