Q4FY26 Earnings Strong, Management is on track
Do Your Own Research, No reco
In my view it is a poor performance if we see on QoQ basis.. Operating profit is down from 64 Cr to 62 Cr… stock has a great run in last qtr.. but it seems that performance is not matching the expectation.. Let us see how market is going to react..
Can’t look QoQ or YoY. Currently its a story of guidance and expectations rather than earnings… even order book matters lesser.
Coming to your point, Bloom energy degrew revenue QoQ while MTAR gree QoQ and yet Bloom was up 20% or so due to strong commentary although YoY the performance was good as well. In other words, the story depends on potential and less on anything current.
Management guided 80% rev growth for this year