Motilal Oswal ne LG Electronics India par coverage shuru ki hai aur stock ko 'Buy' rating di hai. Target price **₹2,080** set kiya gaya hai kyunki premium products mein zabardast growth dekhne ko mil rahi hai.
Brokerage ka bharosa
Motilal Oswal Financial Services ne LG Electronics India par bull run ka signal de diya hai. Unhone stock ko 'Buy' rating di hai aur ₹2,080 ka target price rakha hai. Brokerage ka kehna hai ki TVs, washing machines, aur ACs ki strong demand aur company ka premium models par focus growth ko tezi se aage badha raha hai.
Profit aur Margins ki kahaani
Company ka 'Premiumization' strategy kaafi kaam kar rahi hai. Iska result ye raha ki Q1 2026 mein company ka net profit 27.2% tak badh gaya. Analysts ko umeed hai ki FY 2028 tak margins mein 70 bps ka expansion dekhne ko milega, jiska credit supply chain localization aur behtar product mix ko jata hai.
AC ke daam mein badhotri
Input costs ka bojh kam karne ke liye, company ne 1 October 2026 se apne AC range ki kimaton mein 5% se 6% tak ka izafa karne ka faisla kiya hai. Halanki, ye move profit margins ko bachane ke liye hai, lekin dekhna hoga ki kya market is price hike ko accept karti hai.
Investors ke liye alert
Sector mein competition kaafi tight hai, isliye investors ko dhyan rakhna hoga ki kya brand ki power se ye cost hike customers par pass ho paati hai ya nahi. Saath hi, 'Essential' series ka expansion aur commodity prices ki stability par bhi nazar rakhna zaruri hai.