Himalayan 450: Global Star Bana!
Motilal Oswal Financial Services ko laga ki Eicher Motors ka stock ab kafi attractive hai. Unka kehna hai ki Royal Enfield ka naya Himalayan 450 model asli game-changer sabit ho raha hai. Yeh bike na sirf India mein premium segment mein demand pakad rahi hai, balki exports mein bhi zabardast performance dikha rahi hai. Is success ko dekh kar, brokerage ne stock ko Neutral rating di hai aur target price rakha hai ₹6,960. Yeh valuation abhi ke FY27 earnings ke around 30 guna hai, jo stock ke 17% girne ke baad kafi reasonable lag raha hai.
Brazil toh Royal Enfield ke liye sabse bada export market ban gaya hai, jahan yeh bike 25% volumes contribute kar rahi hai. Wahan ke major motorcycle awards ne bhi brand ki appeal aur badha di hai.
350cc Segment Ka Jalwa Ab Bhi Barkarar!
Himalayan ki success ke beech, Royal Enfield ka core 350cc segment, jismein Classic aur Bullet models shamil hain, woh bhi bahut strong chal raha hai. In bikes ki demand consistently supply se zyada hai, aur inventory level sirf 7-10 din ka hai. Chote shehron mein bhi sales mein growth dikh rahi hai, jo steady long-term potential ka ishara hai.
650cc platform mein bhi, naye models launch hone ke baad, ab dheere-dheere recovery nazar aa rahi hai.
Brokerage ne kaha hai ki Eicher Motors ab profit par focus kar rahi hai, na ki sirf sales volume badhane par, aur is strategy mein Himalayan 450 jaisi bikes ka bada role hai.