Whalesbook
Choice Institutional Equities ka kehna hai ki Aurionpro Solutions (AUPS) ka stock abhi bhi buy karne layak hai, target diya hai ₹1,250 ka. Brokerage bol rahi hai ki stock ka valuation ekdum faydemand lag raha hai, isliye BUY rating pakdi hui hai.
Par bhai, sab kuch itna smooth nahi hai. Company abhi future ke liye bade bade investments kar rahi hai, especially banking modernization, transit infrastructure aur data centers mein. Iske saath hi Middle East mein projects mein kuch delays ho rahe hain. Talent ki kami aur wahan ke political issues ki wajah se ye ho raha hai. Is sab ka asar margins par pad raha hai, matlab profit thoda kam aa raha hai filhaal. Banking revenue bhi last year ke hisaab se flat raha hai.
Ye sab chal raha hai, lekin analysts ko lagta hai ki stock ka current price uski asal value se kam hai. Unka kehna hai ki Price/Earnings-to-Growth (PEG) ratio 1x se bhi kam hai, jo achhi baat hai. Company ka market cap lagbhag ~₹48.53 billion ke aas-paas hai. Stock apne 52-week low ₹719.60 ke paas trade ho raha hai, jabki high ₹1,665.90 tha. Toh value investors ke liye ye ek chance ho sakta hai. P/E ratio bhi sector average ~23.51 ke kareeb ~24.69 hai. TTM P/E lagbhag ~22.62 hai.
Company alag alag high-growth sectors mein kama rahi hai. Indian IT market 9.06% CAGR se badhne wala hai, jo 2030 tak USD 57.13 billion tak pahunch jayega. BFSI segment, jahan se Aurionpro ka kaafi revenue aata hai, 2024 mein 22.5% share rakhta tha. India ka data center industry bhi tezi se badh raha hai, 2026 tak capacity ~2 GW hone ki ummeed hai, aur market value 2035 tak USD 31.36 billion tak pahunch sakti hai.
Lekin risks bhi hain. Middle East pe reliance ek bada risk hai. AI jaise naye tech bhi industry mein changes la sakte hain. Company abhi paisa laga rahi hai future ke liye, isko 'investment-heavy phase' bol rahe hain. Is wajah se short-term mein profit kam dikh sakta hai. Stock mein volatility kaafi rahi hai; May 12, 2026 ko 12.76% girawat aayi thi. Par haan, Q4 FY26 mein revenue 5.7% aur profit 22.2% badha tha. Peers jaise Tata Elxsi (P/E 38.46) aur Tata Technologies (P/E 46.27) ke mukable, Aurionpro ke P/E ratios (22.48 se 26.00) zyada conservative lagte hain.