Toh bhai, Motherson Wiring (MSUMI) ke latest results thode mixed hain, but Motilal Oswal ko ismein future dikh raha hai. Dekho, company ka PAT (profit after tax) expectations se thoda kam aaya, lagbhag INR 1.5 billion ke aas paas. Iski main reason batayi ja rahi hai ki copper ki inflation ki wajah se margins pe pressure raha, aur jo naye greenfield manufacturing plants lagaye hain, woh jitni jaldi start hone the, utni speed nahi pakad paaye.
Par yeh sab hone ke bawajood, company ka revenue ekdum toofani pace se badha hai. YoY (Year-on-Year) basis par revenue 25.5% jump kar gaya, jo ki INR 28.9 billion ho gaya. Aur mazedaar baat yeh hai ki is revenue growth mein unhi naye plants ka bada haath hai, jinhone akele INR 2.5 billion ka contribution diya! So, sales toh zabardast ho rahi hai.
Ab, brokerage firm Motilal Oswal iss situation mein bhi kaafi bullish hai. Unhone apna BUY rating reaffirm kiya hai aur stock ke liye ek acha ₹52 ka price target set kiya hai. Unka kehna hai ki Motherson Wiring ki industry mein position bohot solid hai, competitive advantage zordaar hai. Plus, Electric Vehicle (EV) ka jo trend chal raha hai aur future mein jo automotive mega-trends aane wale hain, unka fayda company ko milega hi milega. Ye ₹52 ka target unke December 2027 ke estimated earnings par 36 times ke multiple ke basis par diya gaya hai. So, overall, analysts ko lagta hai ki ye auto component maker aage chal kar achhi performance dega.