Achanak Itna Badhiya Result Kaise?
Actually, Q3 FY'26 mein Jaro Education ne revenue mein 42% ka tagda year-on-year jump dikhaya hai, jo ki ab ₹61.80 crore ho gaya hai. Aur mazaa toh yeh hai ki company wapas profit mein aa gayi hai, ₹7.03 crore ka PAT (Profit After Tax) report kiya hai. Is quarter mein PAT margin 11.38% raha, jo pichhle saal ke loss se kaafi improve kiya hai.
9 Mahine Ka Performance Aur ARPU Ka Kamaal
Agar pichhle 9 mahine ki baat karein, toh total income 13.29% badh kar ₹203 crore ho gaya. Iss period mein EBITDA margin 26.12% (yani ₹53.05 crore) raha aur PAT margin 15.55% (yaani ₹31.58 crore) raha. Company bol rahi hai ki thoda margin investments ki wajah se kam hua hai, par overall performance solid hai. Aur ARPU (Average Revenue Per User) toh double ho gaya hai pichhle 4 saal mein, ₹43,000 se seedha ₹84,000! Ab company ka aim hai EBITDA margin ko ~30% aur PAT margin ko 19-20% tak pahunchana. Kaise? Performance marketing pe kam rely karke aur organic leads/referrals badha kar.
Aage Kya Plan Hai Aur Kya Risk Hai?
Management ne FY'26 ke liye 20%-25% revenue growth ka target rakha hai. Iske liye woh Tier 2 aur Tier 3 cities mein naye centers khol rahe hain, jaise Kolkata aur Indore mein. Saath hi IIT Madras, IIT Bombay, Symbiosis, Delhi Technology University jaisi top institutions ke saath partnerships bhi mazboot kar rahe hain. 'School Connect' aur J.K. Shah Classes ke saath naya deal bhi volume badhayega. Ek baat note karna, FY'26 ke liye ₹85 crore PAT ka guidance diya hai, jiske liye management "doing their best" keh raha hai, matlab thoda caution toh hai. Aur haan, Q1 aur Q3 thode soft hote hain, Q2 aur Q4 better hote hain, yeh bhi yaad rakhna.