TACL Ne Maari Badi Baazi! ₹1,000 Cr Ke Orders Pakke, Export Aur EV Mein Dhamaka!

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AuthorVihaan Mehta|Published at:
TACL Ne Maari Badi Baazi! ₹1,000 Cr Ke Orders Pakke, Export Aur EV Mein Dhamaka!
Overview

Oye TACL investors, suno! Company ne ek dum se **₹1,000 Crore** se bhi zyada ke multi-year orders jeet liye hain. Yeh deals FY27 se FY31 tak chalenge, matlab revenue ki chinta nahi!

Dekho, TACL ne jo yeh ₹1,000 Crore+ ke orders pakde hain na, yeh FY27 se FY31 tak chalenge. Isse company ki revenue visibility ekdum solid ho gayi hai, aur yeh sirf domestic kaam nahi, balki global markets ke liye bhi hai. Gaskets, heat shields, forgings, chassis parts - sab kuch isme hai, par sabse mast baat hai future ke liye tayyari.

Aur is deal mein sabse bada hissa toh export ka hai, lagbhag ₹700 Crore! Usmein bhi, ek naye European supplier se ₹500 Crore ka forging order mila hai. Bhai sahab, yeh dikhata hai ki TACL ab international players ke quality aur volume standards ko meet kar raha hai. European companies bhi apna supply chain diversify kar rahi hain, toh TACL ke liye yeh golden chance hai.

Company ne electric vehicles (EVs) ke liye bhi seedha ₹100 Crore ka investment pakka kiya hai. Yeh paisa luxury vehicle manufacturers ke liye 'Body-in-White' components banane mein lagega, woh bhi Marelli Talbros Chassis Systems JV ke through. Haalanki yeh abhi chhota hissa hai, par EV market toh rocket banne wali hai, aur TACL ne entry maar li hai. FY30 tak new sales ka 30-40% EVs ho sakte hain!

Sirf bahar hi nahi, TACL apne domestic business ko bhi strong rakh raha hai. Unhone hoses aur anti-vibration parts ke liye ₹170 Crore ka ek aur order pakda hai. Toh matlab, purane business mein bhi steady income aur naye markets mein expansion - zabardast combo!

Ab valuation ka scene dekhte hain. TACL ka market cap abhi lagbhag ₹2,480 Crore hai aur P/E 24.5x chal raha hai. Agar competitors ko dekhein toh Schaeffler India jaise players ka P/E 38x ke bhi upar hai. Yeh naye orders, especially woh high-value European forging deal, TACL ko bhi higher-margin business ki taraf le ja sakta hai, jisse iska valuation aur bhi attractive ho sakta hai.

Yeh orders toh mil gaye, par execution sabse important hai. Especially woh bada European order aur EV components. Company ko production badhana padega aur quality maintain karni padegi. Lekin TACL ka track record dekho toh 10-15% ka stock jump toh aise bade announcements ke baad pehle bhi dikha hai. Pichle 3 saal mein 145% aur 5 saal mein 1,150% return de chuka hai yeh share! Analysts bhi bullish hain, keh rahe hain 15-20% aur upside aa sakta hai. Bas execution mast hona chahiye.

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