Nirmal Bang ne Sterlite Technologies par coverage shuru ki hai aur 'Buy' rating di hai. AI data-centers ki demand aur **$1.2 Billion** ke order ke chalte stock mein **40%** tak ki tezi dikh sakti hai.
Nirmal Bang ne Sterlite Technologies par apna bullish view rakha hai aur ₹1,340 ka target price set kiya hai. Agar aap abhi ke price ₹955 ke aas-paas dekhein, toh ye lagbhag 40% ka bada upside dikhata hai. Company ka focus ab AI-driven data-centers, 5G, aur 6G technology ki taraf hai, jahan inki demand kaafi zyada badh rahi hai.
Margin Expansion ka game plan
Brokerage ka manna hai ki company ka profit margin agle kuch saalon mein tezi se badhega. Projections ke hisaab se, EBITDA margins jo fiscal year 2026 mein 12.3% the, wo 2027 tak 23% tak pahunch sakte hain. Company ka plan simple hai: sirf normal fiber cable nahi, balki higher-value connectivity products par focus karna, jisse customer ki wallet mein zyada hissa mile.
Kya hain risks?
Sab kuch bullish nahi hai, Nirmal Bang ne kuch challenges bhi point out kiye hain. Optical fiber ke prices mein girawat ka risk hai, aur bade projects ko manage karna itna asaan nahi hota. Saath hi, agar naye data-center products ka ramp-up slow raha, toh target achieve karne mein dikkat aa sakti hai.
Overall, ab sab kuch $1.2 Billion wale deal ki execution par depend karta hai. Investors ko nazar rakhni hogi ki kya company apni margin growth targets ko sahi se maintain kar paati hai ya nahi.