Revenue ki toh lag gayi lottery!
Arvind Limited ne Q4 FY26 mein apna consolidated revenue 15% udaan bharte hue ₹2,553 Cr tak pahuncha diya. Ismein sabse bada contribution textile business se aaya hai, jahan revenue 22% upar gaya, aur advanced materials mein bhi 21% ki teziri dikhi. Poore saal FY26 ki baat karein toh revenue 12% badhkar ₹9,303 Cr ho gaya hai.
Par profit mein utni tezi nahi?
Abhi sabse interesting baat ye hai ki, jahan revenue 15% bhaga, wahin net profit sirf 6% badhkar ₹160 Cr par pahuncha. Poore saal FY26 ke liye consolidated profit 17% badhkar ₹414 Cr raha hai. Quarter ke results mein revenue growth aur profit growth ke beech ka difference, matlab profit margin par pressure ya higher operating expenses, thoda chinta ka vishay ho sakta hai. Investors ko is gap par dhyan dena chahiye.
Dividend ka announcement!
Achhi khabar yeh hai ki company ne FY26 ke liye ₹4.50 per share ka final dividend declare kiya hai. Ye shareholders ke liye ek positive sign hai.
Stock reaction aur market view
Is result ke baad, Friday ko Arvind Limited ka stock 2.85% chadhkar ₹45.25 par band hua. Company ka market cap around ₹5,100 Cr hai aur P/E ratio lagbhag 25x hai, jo industry ke hisaab se normal lagta hai. Raymond aur Trident jaise competitors bhi isi valuation par trade karte hain.
Aage kya?
Management ko growth maintain karne ka bharosa hai, khas kar advanced materials aur textiles mein. Par company ko costs ko control mein rakhna hoga aur domestic/international demand ko capture karna hoga. Dividend ki sustainability future investment needs par bhi depend karegi.