Black Box Ltd Stock: Supply Chain Ne Diya Dhakka, Par Brazil Ki Deal Se Mili Nayi Ummeed!

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AuthorKavya Nair|Published at:
Black Box Ltd Stock: Supply Chain Ne Diya Dhakka, Par Brazil Ki Deal Se Mili Nayi Ummeed!
Overview

Black Box Ltd ne Q3 FY26 mein achhi growth dikhayi, revenue **11%** aur EBITDA **10%** badhaya. Lekin, FY26 ke liye revenue forecast kam kar diya hai supply chain ki dikkaton ke karan. Future growth ke liye company ne Brazil ki IT firm 2S Inovações ko acquire kiya hai.

Yaar, Black Box Ltd ke investors ke liye thodi mixed news hai. Company ne Q3 mein toh achha perform kiya, revenue 11% badh gaya aur EBITDA bhi 10% upar gaya. Q3 mein revenue ₹1,660 crore aur EBITDA ₹147 crore raha. Agar pehle 9 mahine ki baat karein toh revenue ₹4,631 crore aur EBITDA ₹406 crore tha. Lekin, jo saal bhar ka revenue target tha FY26 ke liye, use company ne kam kar diya hai.

Supply Chain Ka Chakkar

Iska main reason hai duniya bhar mein chal rahi supply chain ki dikkat. Optical fibers aur cables jaise important components mil nahi paa rahe hain, jisse projects time par complete nahi ho paa rahe hain. Is wajah se company ko lagbhag $40-50 million ka revenue FY26 se FY27 mein shift karna pada hai.

Nayi Deal, Nayi Ummeed!

Par, company rukne wali nahi hai! Future growth ko boost karne aur Latin America mein apni presence badhane ke liye, Black Box ne Brazil ki ek IT firm, 2S Inovações, ko buy kar liya hai. Yeh firm IT infrastructure aur cybersecurity mein expertise rakhti hai.

Aage Ka Plan

Is deal se FY27 mein company ke revenue mein ₹500 crore aur EBITDA mein ₹50 crore judne ki ummeed hai. Company ka bada target hai fiscal '29/'30 tak $2 billion revenue tak pahunchna, aur FY27 tak EBITDA margin ko 10% tak le jaana hai. Company ka order book bhi mazboot dikh raha hai, around $800 million tak pahunchne ka andaaza hai March 2026 tak. Ab investors yeh dekh rahe hain ki kaise company current 12-15% organic growth se apne ambitious target tak pahunchegi.

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