So, DEVX ka Q3 result aaya hai aur numbers dekh ke thoda confusing lag raha hai. Ek taraf toh company ka revenue 19% bhaga hai, ₹59.20 Crore tak pahunch gaya consolidated level par. Unka EBITDA bhi mast +4700% jump karke ₹48 Crore ho gaya, aur margin bhi 60.2% par pahunch gaya. PBT bhi 220% badha ₹2.57 Crore tak.
Lekin, yahan aata hai 'BUT'. Jab baat aati hai Consolidated Cash EBIT ki, toh woh seedha 83.33% gir gaya, sirf ₹1 Crore reh gaya. Yeh thoda alarming hai, samjho ki andar ki asli kamai mein gadbad hai.
Standalone level par cheezein thodi better dikh rahi hain, jahan revenue 19% badha aur Cash EBIT toh 440% udaan bhar ke ₹26 Crore ho gaya. Par standalone PBT flat tha ₹24 Crore par, woh bhi ek exceptional item ki wajah se.
Ab sabse badi chinta hai ROCE (Return on Capital Employed). Yeh toh bhai sahab, bhayanak tarike se gira hai. FY23 mein yeh 27.17% tha, aur ab FY25 tak sirf 2.39% reh gaya hai. Matlab company apne invest kiye hue paison par bohot kam return bana pa rahi hai. Yeh investors ke liye badi red flag hai.
Par, isi beech ek mast news bhi hai! DEVX ne ₹100 Crore ka India ka sabse bada managed office contract sign kiya hai Ahmedabad mein. Aur unka Ahmedabad Mega Campus bhi operational ho gaya hai. Toh growth toh dikha rahe hain.
Aage kya hoga? Investors ko ab yeh dekhna hoga ki yeh ₹100 Crore wala deal kaise perform karta hai. Aur yeh jo consolidated Cash EBIT gir raha hai, kya woh theek hoga? Sabse important, yeh ROCE ka graph neeche ja raha hai, kya woh rukega aur upar aayega? Yahi sab sawaal ab DEVX ke future ko decide karenge.