Motilal Oswal ne PhysicsWallah par coverage start kar di hai aur **₹200** ka target set kiya hai. Filhal stock **₹131** ke aas-paas trade kar raha hai aur company apna focus 'hybrid' model par shift kar rahi hai.
Motilal Oswal ka Naya Target
PhysicsWallah (NSE: PWL) ke liye badi news hai! Motilal Oswal ne stock par 'Buy' rating di hai aur ₹200 ka target price set kiya hai. Jabki stock abhi ₹131 ke around chal raha hai, brokerage ka manna hai ki company ka digital se 'phygital' (online + offline) model mein shift hona game-changer ho sakta hai.
Kya hai Hybrid Model ka Plan?
PhysicsWallah ab sirf online nahi, balki Vidyapeeth aur Pathshala ke zariye offline classrooms par bahut zor de raha hai. JEE aur NEET jaise competitive exams mein inka दबदबा (dominance) toh hai, lekin ab challenge ye hai ki offline centers mein students ka retention kaise maintain karte hain.
Financials: Revenue vs Loss
Q1 FY26-27 ke numbers dekhein toh company ne ₹1,162.81 Crore ka revenue toh generate kiya hai, lekin sath mein ₹77.57 Crore ka loss bhi report kiya hai. Ye loss actually company ke aggressive expansion ka kharcha hai. Investors ki nazar ab is baat par hai ki kab ye 'cash-burning' phase khatam hoga aur company profit mein aayegi.
Risks ka factor
Sab kuch bullish nahi hai. Edtech sector mein competition bahut zyada hai aur AI ka influence har din badh raha hai. Saath hi, government regulations ka pressure alag hai. Management ka asli test ye hai ki wo physical expansion ke saath fiscal discipline kaise banaye rakhte hain.