Costs badh rahi hain, company kya kar rahi hai?
Asal mein, company apne steel aur supply chain ki badhti hui costs ko control karne ki koshish kar rahi hai. Unhone bola ki ab tak woh yeh sab costs khud absorb kar rahe the, but ab thoda burden customers par dalna padega taki unke profit margins stable rahein. Industry mein bhi yahi haal hai, dekho toh sabhi companies costs ko manage karne mein lagi hain.
Competitors ka bhi same scene?
Maruti Suzuki bhi soch raha hai prices badhane ka because commodity prices aur metal costs bahut zyada badh gayi hain. Mahindra & Mahindra bhi situation dekh rahe hain aur unhone bhi kaha hai ki agar costs badhti rahi toh woh bhi price hike kar sakte hain. Toh yeh koi akele Tata Motors ka decision nahi hai, pura auto sector is problem se guzar raha hai.
Tata Motors ke numbers aur market reaction
Waise, Tata Motors ne haal hi mein apne results bhi diye hain. Unki passenger vehicle division ka revenue Q4 mein 13.1% gire thi, par poore FY25 ke liye record revenue ₹4,39,695 Crore kamaya hai aur company debt-free bhi ho gayi hai. Jab commercial vehicle price hike announce hua tha, tab stock 2% bhaga tha.
Analysts kya bol rahe hain?
Analysts ka opinion abhi bhi generally 'Buy' ka hai, aur unka average target price ₹520 ke aas-paas hai. Lekin kuch log keh rahe hain ki operating margins thode low hain aur stock shayad overvalued ho sakta hai competitors ke comparison mein. Phir bhi, company jo future mobility, EVs aur SUVs mein invest kar rahi hai, woh unke liye positive signs hain.