Whalesbook
IPL Hype Ne Stock Ko Udaya!
Okay, toh hua kya ki aaj, April 1, 2026 ko, RPSG Ventures ka share ekdum se 17% se zyada uchhal kar ₹937.60 tak pahunch gaya. Pichhle hafte se dekha jaaye toh stock 56% se zyada badh gaya hai, aur March ke low se toh 70% up hai. Yeh sab kheench IPL franchise ke badhte valuations ki wajah se ho rahi hai.
IPL Ka Game Kaise Chal Raha Hai?
Asal mein, IPL ka business ab boom pe hai. Reports keh rahi hain ki poore IPL ki enterprise value $18.5 billion ho gayi hai, aur brand value bhi $3.9 billion pahunch gayi hai 2025 mein. RPSG Ventures ke paas Lucknow Super Giants (LSG) mein 51% stake hai, aur LSG ki value bhi 34% se zyada badh gayi hai. Isi wajah se investors ko lagta hai ki RPSG Ventures ka bhi market cap badhna chahiye.
Par Numbers Kya Kehte Hain?
Lekin yahaan ek twist hai! Jab hum company ke financials dekhte hain, toh picture thodi alag lagti hai. Q3 FY26 mein company ko ₹136.30 Crore ka net loss hua hai, haan, revenue badhne ke baad bhi (₹2,756.40 Crore, 15.6% up). Aur return on equity (ROE) bhi negative chal raha hai, lagbhag -2% se -3.5% ke beech. Toh ek taraf IPL ka glamour hai, doosri taraf company ka loss dikh raha hai.
Debt Aur Stock Ki Kahani
Aur suno, company par debt bhi kaafi hai. Debt-to-equity ratio 135.45% hai, matlab udhaar pe kafi depend karte hain. Stock abhi bhi apne all-time high se lagbhag 31% neeche hai jo August 2024 mein ₹1,360 tha. Brokerage reports toh 'Strong Buy' bol rahi hain aur target price ₹2,183 diya hai, jo current price se kaafi upar hai. Par yeh target IPL valuations ke growth par hi zyada depend karta dikh raha hai, na ki company ke profit pe.
Future Kya Kehta Hai?
Aage ka game IPL ke future growth par hi depend karega. Kya company apne alag alag businesses ko bhi profitable bana payegi, ya sirf sports ki valuation pe hi ride karegi, yeh dekhna hoga. Agar woh LSG stake sale karte hain, toh yeh dekhna hoga ki woh paisa debt kam karne mein use hota hai ya business badhane mein.