MTAR Technologies: Q3 Results ne kiya kamaal, Analyst ne Target badhaya!

AEROSPACE-DEFENSE

Overview

MTAR Technologies ke investors ke liye badi khushkhabri hai! Company ne Q3 mein kamaal ka performance dikhaya hai. Revenue **59%** aur EBITDA **93%** badh gaya year-on-year. Aur toh aur, unka order book bhi **2.3x** ho gaya hai, jo ki ab **₹23.95 billion** tak pahunch gaya hai! Zabardast!

Aage kya hai is order book ka raaz?

Ye 2.3x ka jump, jo quarter-on-quarter 85% badha hai, dikhata hai ki company ke specialized manufacturing segments mein demand kitni tez ho gayi hai. Ye toh future revenue ki guarantee jaisa hai!

Q3 ka performance aur market ka reaction

Bade numbers aane ke baad bhi, Feb 2, 2026 ko stock market ne thoda flat reaction diya. Stock thoda sa gira, lekin trading volume zyada nahi badha. Lagta hai investors thode cautious hain ya profit booking kar rahe hain. Par company ki market cap ab bhi lagbhag ₹8,100 crore hai aur P/E ratio 51.5x chal raha hai.

Analyst kya bol rahe hain aur kyu?

Motilal Oswal toh MTAR Technologies par full confident hai. Unka kehna hai ki FY25 se FY28 tak revenue 40% CAGR se badhega aur EBITDA bhi 55% CAGR se. Ye sab isliye ho raha hai kyunki India mein defense, aerospace, aur nuclear energy sectors mein badi growth chal rahi hai, aur government bhi isme support kar rahi hai. Fuel cell technology bhi ek naya mauka de rahi hai. Dusri companies jaise BEL aur HAL bhi grow kar rahi hain, par MTAR ki specialized capabilities use alag banati hain.

Brokerage ka final call

Motilal Oswal ne apni BUY rating ko barkarar rakha hai aur price target diya hai ₹3,900! Ye target FY28 ke estimated EPS par 40x multiple ke hisab se hai, jisse PEG ratio 0.7 aata hai. Matlb, agar growth ke estimates pure hue toh stock mein aur bhi dum dikh sakta hai!

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