Brokerage firm Motilal Oswal ne RIL, Delhivery aur Go Fashion par apna 'Buy' rating maintain rakha hai. Unko lagta hai ki long-term growth se shares mein acha upside aa sakta hai. Lekin yaad rakho, ye sirf brokerage ka prediction hai, aur asli success company ke business plan par depend karta hai.
Brokerage firm Motilal Oswal ne apni latest report mein Reliance Industries (RIL), Delhivery, aur Go Fashion par 'Buy' rating ko maintain kiya hai. Brokerage ne in shares ke liye specific target price bhi diye hain, jo current market price se kaafi upar jane ka potential dikhate hain. Yeh report aise time par aayi hai jab teeno companies apne alag-alag business phases se guzar rahi hain – RIL digital aur energy mein expansion kar raha hai, Delhivery logistics mein zabardast kaam kar raha hai, aur Go Fashion apne retail network ko reset kar raha hai.
Reliance Industries: Digital aur Energy ki taakat
Motilal Oswal ka RIL par positive outlook, uske digital aur retail business mein aggressive growth plans ki wajah se hai. Hal hi mein hui AGM mein company ne Jio Platforms ke IPO ki process shuru karne ki baat kahi hai. Brokerage ko ummeed hai ki digital services, jaise home broadband aur enterprise solutions, RIL ke energy business ke saath milkar growth ke main drivers banenge. Halanki RIL ne FY26 mein record revenues dikhaye hain, investors ko company ke capital expenditure aur AI initiatives par nazar rakhni hogi.
Delhivery: Logistics aur E-commerce mein dum
India ke logistics sector mein Delhivery ki mazboot position brokerage ko attract kar rahi hai. Company ne apne express parcel segment mein volumes mein acchi recovery dikhai hai aur PTL services ko bhi scale kar rahi hai. Brokerage ka outlook Delhivery ke Ecom Express ke integration aur operational discipline se support ho raha hai. Share ne haal hi mein 52-week high bhi touch kiya hai, lekin investors ko ye dekhna hoga ki company non-peak quarters mein profitability maintain kar pati hai ya nahi aur acquisition ke integration costs ko kaise manage karti hai.
Go Fashion: Retail ko naye tareeke se set karna
Go Fashion filhaal store productivity improve karne ke liye ek strategic network reset se guzar rahi hai. FY26 mein profit mein kami aur operating margins mein compression ke baad, management apne store network ko consolidate karne aur bade, zyada productive formats ki taraf shift hone par focus kar rahi hai. Brokerage ki 'Buy' rating ka basis ye expectation hai ki FY27 mein in structural changes se sequential recovery hogi. Investors ke liye, ye dekhna zaroori hoga ki kya ye operational changes same-store sales growth ko boost kar payenge aur competitive retail landscape mein margins ko stabilize kar payenge.
Investors ko kya track karna chahiye?
Brokerage reports ko dekhte hue, investors ko sirf target prices par nahi, balki company-specific triggers par focus karna chahiye. RIL ke liye, Jio Platforms IPO ka progress aur new energy capacity updates important honge. Delhivery ke liye, competitive pressure ko manage karne ki ability aur infrastructure scale karte hue free cash flow maintain karna hoga. Go Fashion ke liye, store network overhaul ki effectiveness aur consistent profit growth par wapsi karna success ki kunji hogi. Yaad rakho, brokerage reports sirf estimates hote hain aur actual results market conditions ke hisab se alag ho sakte hain.