Q3 FY26: Numbers Jo Dil Jeet Lein!
Company ne Q3 mein ₹374 Crore ka revenue report kiya hai, jo pichhle saal se 10.1% zyada hai. Profit After Tax (PAT) bhi 19.3% badh kar ₹64 Crore pahunch gaya. Aur sabse mast baat, EBITDA margins 26.95% pe aa gaye hain, matlab 316 bps ka zabardast jump! Ye sab operational efficiency aur badhiya gross margins ki wajah se hua hai.
9 Mahine Ka Scene:
Agar poore 9 mahine (9M FY26) ki baat karein, toh revenue 5.3% kam raha, ₹1,037 Crore pe. Lekin company ne operational efficiency maintain rakhi, jahan EBITDA margin 26% raha.
IPO Paisa Kaise Use Hua?
IPO se mile paison ka sahi istemaal hua hai! Company ne ab tak ₹300 Crore ka debt repay kar diya hai, jisme se ₹230 Crore toh sirf Q3 mein hi kam kiye gaye hain. Ab unke paas ₹387 Crore cash bhi hai. Financials ekdum solid ho gayi hain.
Bade Orders Aur Nayi Opportunities!
Company ne bade bade multi-year contracts jeete hain! ₹489 Crore ke payment cards ke orders aur ₹210 Crore ke checkbooks aur merchant QR kits ke. Matlab, total ₹700 Crore+ ke contracts pakke! Plus, ek European fintech ne bhi global card supply ke liye shortlist kiya hai. IoT business mein bhi ek bade Indian retail giant ke saath deal hui hai.
Future Ke Plans:
Naye growth drivers mein Metal Cards se Q4 FY26 se revenue aana start hoga. IoT business bhi focus mein hai. Company 200,000 sq ft se zyada capacity bhi expand kar rahi hai aur 6 naye patents bhi file kiye hain tech ko aur strong banane ke liye.
Thoda Risk Bhi Hai...
Sab kuch achha hai, par kuch risks bhi hain. Macroeconomic uncertainty, dollar rates ka upar neeche hona (company ke 37-38% costs dollar mein hain), aur projects delay hone ka chance. Lekin management confident hai.
Outlook:
Management ka kehna hai ki Q4 FY26 Q3 se bhi zyada strong hoga. Aur Gross Margins 43% se 45% ke beech maintain karne ka target hai. Overall, Seshaasai Technologies future ke liye taiyaar lag rahi hai!