Whalesbook
Toh bhai, Atul Auto ne fiscal year ka end ekdum dhamakedar kiya hai. Fourth quarter mein inka Net Profit ek saal pehle ke 106.9% se badh kar ₹14.8 crore ho gaya! Yeh sab badhiya sales aur cost control ki wajah se hua. Revenue bhi 14% upar tha, ₹240.6 crore tak pahunch gaya. Aur suno, EBITDA toh 80.7% tezi dikha kar ₹27.3 crore par pahunch gaya, jisse margin 11.4% ho gaya. Board ne toh ₹3 per share ka final dividend bhi propose kiya hai, bas shareholders ki haan chahiye.
Ab sabse exciting part! Atul Auto electric gaadiyon ki duniya mein bhi entry maar raha hai. Inka Exponent Energy Pvt. Ltd. ke saath ek bada deal hua hai. Yeh log 15,000 electric three-wheelers banayenge aur supply karenge. Yeh 3 saal ka contract hai jiska value lagbhag ₹490.5 crore hai. Maza toh yeh hai ki yeh gaadiyan Exponent ki special battery system use karengi, jo sirf 15 minute mein charge ho jati hai. Is deal se company India ke badhte electric commercial vehicle market mein apni jagah banane ki koshish karegi.
Yeh khabar sunte hi Atul Auto ka stock 5.19% bhag gaya aur ₹515.40 par close hua. Company ka market cap ab lagbhag ₹1,437 crore hai. Lekin yahan masla hai – sabhi analysts khush nahi hain. Morningstar ko toh stock 'Undervalued' lag raha hai, unka fair value ₹655.75 hai. Magar kuch aur analysts 'Sell' bol rahe hain aur price target ₹404-₹420 de rahe hain. Matlab, ek taraf bhagta hua stock, doosri taraf confuse brokers!
Dekho, India mein three-wheeler market bahut tez se badh raha hai, aur usme bhi electric models ka share ab 57% se zyada ho gaya hai. Government ke support aur last-mile delivery ki demand se yeh sab ho raha hai. Tata Motors, Mahindra Electric jaise bade players bhi is race mein hain. Exponent Energy ke saath yeh rapid charging tech wala deal Atul Auto ko fayda de sakta hai, kyunki market mein charging speed bahut important hai.
Ab jo analysts 'Sell' rating de rahe hain, unke paas bhi reasons hain. Woh kehte hain ki current stock price shayad fundamentals ke hisab se thoda zyada hai. Kuch analysts ne yeh bhi note kiya hai ki company ne consistently dividend pay nahi kiya hai. Plus, company ka Return on Equity (ROE) pichle 3 saal se zyada acha nahi raha hai. Yeh Exponent wala contract future revenue ke liye acha hai, par yeh 3 saal mein kaise execute hota hai, woh dekhna hoga. Aur haan, company ki apni EV sales bhi iss saal abhi tak halki rahi hai, market trend ke bawajood.