Whalesbook
Analysts ka Confidence High Hai Boss!
Toh bhai, Motilal Oswal ne Hero MotoCorp par apna 'BUY' call maintain kiya hai aur target price set kiya hai ₹6,205 ka. Ye log stock ko lekar kaafi optimistic hain, aur reasons bhi tagde hain.
Demand ka Toofaan!
Sabse badi baat ye hai ki Hero MotoCorp ke models ki demand kaafi badh gayi hai. Special mention Splendor ko, jiski sales top pe hai. Plus, 125cc segment bhi wapas aa raha hai, thanks to Glamour aur Xtreme125R jaise launches. Scooters bhi achi bik rahi hain, electric scooters bhi aur exports bhi bhadh rahe hain. Stock abhi haal mein ₹5,247.00 ke aas paas trade kar raha tha, aur pichle saal mein 43% bhaga hai.
Market Kya Bolta Hai?
World's largest two-wheeler market India mein 6-8% annual growth ki umeed hai 2030 tak. Hero MotoCorp FY25 se FY28 tak 7% volume CAGR ka target rakhe hue hai. Waise, FY25 Q4 results mein company ne ₹9,939 crore ka revenue aur ₹1,081 crore ka net profit dikhaya tha, price hikes aur better product mix ki wajah se.
Lekin haan, thoda caution bhi hai. Input costs badh rahe hain, toh short-term mein profit margins par thoda pressure aa sakta hai, haalanki company ne prices thoda badhaye hain.
Pehle Ke Competitors Se Comparison
Ab valuation ki baat karein toh Hero MotoCorp ka P/E ratio 20-22 ke aas paas hai, jo Bajaj Auto (28-31) aur TVS Motor Company (57-84) se kam hai.
Future mein, FY25 se FY28 tak company revenue, EBITDA aur PAT mein 11% CAGR grow karne ki ummeed kar rahi hai, jo 7% volume growth par based hai. Rural economy ki recovery aur scooter/export sales mein growth isko support karegi. Analysts mostly positive hain aur 'Strong Buy' rating de rahe hain. Bas input cost management par nazar rakhni hogi.