Toh, TCI ke latest Q3 FY26 results mein asli picture kya hai? Dekho, company ka consolidated Profit After Tax (PAT) 24% badh kar ₹476 Mn ho gaya hai. Aur agar 9 mahine ki baat karein toh PAT toh 33% chadh kar ₹1,478 Mn tak pahunch gaya! Yeh sab tab hua jab overall revenue Q3 mein 4% neeche gir kar ₹10,115 Mn par tha. Lekin lagta hai company ne cost control par achha focus kiya hai, isliye profit mein itni tezi dikhi hai.
Kahan se aaya itna profit? (Segment Wise Performance)
Asal mein, TCI ke alag-alag segments ne kaafi mixed performance diya:
- TCI Freight: Ye division thoda struggle kar raha hai. Q3 mein revenue toh flat hi raha, ₹4,311 Mn, aur EBITDA bhi 7% gir gaya tha ₹110 Mn tak. Infrastructure aur capital goods sector mein jo slowdown hai, aur chemical business bechne ka bhi thoda asar dikh raha hai.
- TCI Supply Chain: Yahan sab mast chal raha hai! Revenue 15% bhaga, ₹4,744 Mn tak pahunch gaya Q3 mein, aur EBITDA bhi 7% upar tha ₹437 Mn.
- TCI Seaways: Ye toh champion nikla! Revenue 9% badha, ₹1,598 Mn tak pahuncha, aur EBITDA mein toh 26% ka dhamakedar jump aaya, ₹783 Mn tak! Fuel prices aur freight rates ka fayda mila, haan thoda ship dry-docking se operation mein thodi dikkat hui thi.
Overall, 9 mahine ka revenue ₹12,174 Mn raha jo 6% up hai. Company ke paas ₹2,550 Mn ka cash surplus hai aur debt sirf ₹1,998 Mn (leases ko milakar). ROCE ~24.0% aur Return on Net Worth ~21.1% mil raha hai 9 mahino mein. Iska matlab, company andar se kaafi mazboot hai.
Aage kya plans hain? (Outlook & Future)
Management ka kehna hai ki aage revenue aur profit dono 10-12% se grow hone ki umeed hai. FY26 ke liye ₹4,500 Mn ka capital expenditure bhi plan kiya hai, matlab future growth ke liye investment ho rahi hai. Investors ab dekhenge ki company Freight division ki problems ko baaki strong segments se kaise tackle karti hai aur apne growth targets kaise achieve karti hai.