Hyundai Motors: Profit **40%** Gira Tariffs Ke Kaaran! Par Robotics Ki Hype Ne Stock Ko Di Zindagi

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AuthorKavya Nair|Published at:
Hyundai Motors: Profit **40%** Gira Tariffs Ke Kaaran! Par Robotics Ki Hype Ne Stock Ko Di Zindagi
Overview

Arre bhaiyo, Hyundai Motors ke liye ye quarter thoda mushkil raha. Unka operating profit **40%** gir gaya hai, aur iska sabse bada reason hai US tariffs aur EV market mein slowdown. Isliye company ne expected se kam profit report kiya hai.

Dekho, official figures ke hisaab se, Q4 mein company ka operating profit 1.7 trillion won ($1.19 billion) pe aa gaya hai. Analysts ko isse zyada, matlab lagbhag 2.7 trillion won ki umeed thi. Ye jo itna bada drop hua na, uska main reason hai US tariffs. Sirf Q4 mein hi tariffs ne company ko 1.5 trillion won ka nuksaan pohanchaaya hai. Haalanki November mein tariff rate 15% tak kam ho gaya tha, par purani tariffs aur trade policy ki uncertainty abhi bhi margins par pressure daal rahi hai.

Acchi baat ye hai ki company ne record quarterly revenue 46.8 trillion won ka banaya hai, jo pichhle saal se 0.5% zyada hai. Par yeh badhotri profit ki kami ko cover nahi kar paayi. Aur sirf Hyundai hi nahi, unki sister company Kia Corp. ne bhi 2025 mein net profit mein 23% ki kami report ki hai, same tariff issues ki wajah se.

Abhi lagta hai ki earnings mein gadbad hai, par stock ka performance ekdum alag dikh raha hai! Hyundai ka share saal bhar mein ab tak lagbhag 70% bhag gaya hai. Iske peeche sabse bada reason hai company ka AI aur robotics mein jo zor-shor se kaam chal raha hai. CES 2026 mein, unki subsidiary Boston Dynamics ne apna Atlas humanoid robot dikhaya, jise 2028 se factories mein use karne ka plan hai. Hyundai Mobis bhi is robot ke liye crucial parts banayegi. Ye sab dekh kar investors ko lagta hai ki company future ke liye ready hai, especially physical AI sector mein. NVIDIA aur Google DeepMind jaise giants ke saath partnerships ne bhi is hype ko aur badha diya hai.

Auto industry abhi thodi complex situation mein hai. US mein Q4 mein EV sales 36% gira hai. Hybrid EVs (HEVs) ki demand zaroor badh rahi hai, par pure electric ka trend slow ho gaya hai.

Analysts abhi bhi Hyundai par 'Buy' rating de rahe hain, aur unka average price target 491,316 KRW ke aas-paas hai. Haan, kuch analysts thoda downside bhi dekh rahe hain.

Aage dekhein toh, Hyundai 2026 mein revenue 1-2% badhane ka target rakhe hue hai aur operating margin ko 6.3-7.3% tak le jaane ki koshish mein hain. Company apna capital spending bhi 9 trillion won tak badha rahi hai, jisme US mein production capacity bhi badhayenge. Company ka market cap abhi around $33.45 billion hai. P/E ratio 7.0x ke aas-paas hai, jo competitors ke muqable mein theek-thaak lagta hai.

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