Whalesbook
Aise kaise profit teen guna ho gaya?
Asal mein, company ne pichhle saal Q4 mein jo ₹7.8 crore ka profit kamaya tha, woh ab badh kar ₹27 crore ho gaya hai! Aur revenue bhi ₹250 crore se seedha ₹334 crore tak pahunch gaya hai, jo ki 33.5% ka zabardast growth hai. EBIT bhi 49% badh kar ₹22.9 crore ho gaya hai.
Par margin ka kya scene hai?
Lekin ek baat hai, jab margin ki baat aati hai, toh woh thoda sa hi badha hai, 6.1% se 6.8% hua. Matlab, profit revenue se zyada tezi se badha hai, par operating efficiency mein thoda pressure dikh raha hai. Lagta hai employee costs ya naye bande hire karne mein kharcha badh gaya hai.
Dividend aur Stock ka Reaction
Company ne is performance se khush hokar ₹13 per share ka final dividend bhi declare kiya hai. Ye announcement sunte hi stock market mein bhi thodi tezi aayi, share price lagbhag 2% badh kar ₹1200 ke aas-paas pahunch gaya, aur volumes bhi kaafi high the.
Sector mein competition kaisi hai?
Indian IT sector mein abhi bhi digital engineering aur AI ki demand bohot hai. Bade players jaise TCS, Infosys ki growth jitni tez nahi thi, utni hi tez Sasken ki hui hai. KPIT Technologies aur Persistent Systems jaise mid-tier players bhi achha perform kar rahe hain.
Aage ka outlook
Analysts ka kehna hai ki aage bhi company double-digit revenue growth maintain karegi. Lekin sabse bada sawaal ye hai ki kya company apne margins ko bhi improve kar paayegi ya nahi, kyunki yahi cheez stock price ke liye aage chal kar important hogi.