Triveni Turbine Stock: Analyst ka 'Hold' Rating, Target Rs 638! Kya Karein?

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AuthorIshaan Verma|Published at:
Triveni Turbine Stock: Analyst ka 'Hold' Rating, Target Rs 638! Kya Karein?
Overview

Bhai log, Prabhudas Lilladher ne Triveni Turbine ki rating 'Accumulate' se gira kar 'Hold' kar di hai. Naya target price Rs 638 set kiya hai. Company ne revenue toh **26.3%** badhaya hai, par margin thoda tight ho gaya hai project mix change hone ki wajah se.

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Revenue bada, par Margin gir gaya?

Triveni Turbine ka quarterly result aaya hai, jismein revenue saal-dar-saal 26.3% badha hai. Lekin bhai, EBITDA margin 354 basis points gir kar 18.8% ho gaya. Iska reason hai ki project mix mein changes aaye hain aur NTPC ke low-margin orders bhi complete hue hain.

Orders ka flow zordaar!

Margin pressure hone ke bawajood, Triveni Turbine ne Rs 7.5 billion ke naye orders pakde hain, jo pichle saal se 19% zyada hain. Exports aur aftermarket services se acha demand aa raha hai. Global product inquiries 18 GW tak pahunch gayi hain aur domestic inquiries double hokar 7 GW ho gayi hain. Thermal power, industrial projects, renewables aur data centers ke liye bhi demand badh rahi hai.

Future outlook ekdum bright!

Management ko lagta hai ki FY27 tak exports domestic business se zyada ho jayenge, kyuki global market mein conditions favorable hain. Naye growth areas jaise geothermal, ORC, CO2 energy storage, heat pumps aur SMRs bhi USA aur Southeast Asia mein demand mein aa rahe hain. Data center ke liye bhi power infrastructure ki zabardast zaroorat hai. Triveni Turbine ki US subsidiary bhi FY27 tak profitable ho jayegi.

Rating aur Valuation ka kya scene hai?

Stock ke rally karne ke baad, Prabhudas Lilladher ne rating 'Accumulate' se 'Hold' kar di hai. Unhone valuation ko March 2028 estimates par update kiya hai aur P/E multiple 38x (Mar'28E earnings ke liye) apply kiya hai, jo pehle 37x (Sep'27E ke liye) tha. Isse naya target price Rs 585 se badha kar Rs 638 ho gaya hai.

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