GESCO, Seamech ka Stock Uda! Record Profits se Nayi Heights Par Pahunche!

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AuthorAarav Shah|Published at:
GESCO, Seamech ka Stock Uda! Record Profits se Nayi Heights Par Pahunche!
Overview

Bhai log, suno! Shipping ke do bade players, Great Eastern Shipping (GESCO) aur Seamech, ne Q4FY26 mein kamaal kar diya hai. Dono ne records tod profit kamaya hai, jiske baad inke shares seedha naye peaks par pahunch gaye aur market ko bhi piche chhod diya.

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Profit Toh Aaya, Par Kitna?

GESCO ne toh poori history bana di, Q4FY26 mein ₹1,044 crore ka net profit report kiya hai. Pichle saal ke comparison mein ye 188% ka tagda jump hai! Revenue bhi 35% badh kar ₹1,857 crore ho gaya aur EBITDA toh 78.5% upar chadh gaya. Idhar Seamech bhi kam nahi hai, inka net profit 153% laga, ban gaya ₹103.7 crore, revenue bhi 58% badha.

Stock Market Mein Tohofan!

Is performance ka asar seedha shares par dikha. GESCO saal mein ab tak 59% bhaga hai aur Seamech 51%! Yeh toh sochne wali baat hai, jabki BSE Sensex toh 11.2% gir chuka hai.

Profit Aaya Kahan Se?

GESCO ka jo bulk carrier business hai, usne kamaal dhamaal machaya. Capesize earnings 77% aur Kamsarmax rates 60% badhe, mainly China ke iron ore trade ke chalte. Tanker assets ki prices bhi 10-20% upar gayin.

Par Dheere, Kuch Tension Bhi Hai...

Lekin bhai, sab kuch itna bhi smooth nahi hai. Middle East mein gadbad ki wajah se global dirty trade 2% kam ho gaya. Strait of Hormuz band hone se shipping routes mein dikkat aa rahi hai. Global freight rates abhi bhi volatile rehne wale hain, kab kahan se upar neeche ho jaye, keh nahi sakte. Aur upar se, naye ships bahut aa rahe hain, toh prices girne ka bhi risk hai.

Broker Aur Sector Ka Outlook

GE Shipping ka P/E ratio 8.23 hai, jo Shipping Corporation of India (P/E 11.63) se attractive lag raha hai. Seamech ka P/E thoda zyada hai, 18.02.

Ek analyst ne GE Shipping ka target ₹1,865 diya hai. Shipping Corporation of India ka target ₹212 hai, FY27 mein bade profit ki ummeed hai.

Seamech ka future toh sahi lag raha hai, unki ONGC ke saath deal chal rahi hai. Par shipping sector ka yeh cyclical nature aur geopolitical risks, yeh sab dekhna padega. Naye ships ki wajah se freight rates par pressure ban sakta hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.