Rossari Biotech: Margin Pressure Ka Effect! Company ne badla game plan, Analysts ne bhi Target Price kiya Cut

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AuthorIshaan Verma|Published at:
Rossari Biotech: Margin Pressure Ka Effect! Company ne badla game plan, Analysts ne bhi Target Price kiya Cut
Overview

Yaar, Rossari Biotech ke Q4 results mein revenue toh badha, but margins thoda tight ho gaya, sab product mix ki wajah se. Ab company high-margin waale pharma, aroma, aur personal care segments par focus karegi aur low-margin B2C business se bahar niklegi. ICICI Direct ne bhi target price thoda kam kar diya hai.

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Arey yaar, Q4 FY26 mein Rossari Biotech ka revenue toh 11.2% badh gaya, par margins thoda dabav mein aa gaye. Yeh sab low-profit wale products zyada bikne ki wajah se hua. Isliye company ne ab full strategy change kar di hai.

Ab se pura focus high-margin waale pharma, aroma, aur personal care business par hoga. Aur jo B2C (Business-to-Consumer) wala low-margin business hai, usse exit karne ka plan hai. Management cost cutting par bhi kaam kar rahi hai aur try karegi ki 18 mahine mein debt-free ho jaaye.

Stock ki baat karein toh, yeh abhi ₹476.10 par trade ho raha hai, jo iske 52-week high ₹766.00 se kaafi neeche hai. Pichhle saal hi stock -26.16% gir chuka hai.

Brokerage firm ICICI Direct ne 'Buy' rating toh maintain ki hai, par target price ko ₹660 se hata kar ₹570 kar diya hai. Unhone FY27/FY28 ke EPS estimates bhi 3% se kam kar diye hain. Analysts ko lagta hai ki earnings improvement mein thoda time lag sakta hai, isliye P/E multiple ko bhi 16x kar diya hai.

Indian specialty chemicals market grow ho raha hai, aur Rossari Biotech bhi Pidilite Industries, PI Industries jaise bade players ke saath compete kar rahi hai. Company ka current P/E (20.3x-21.7x) competitors se thoda kam hai. ROE 11.8% aur ROCE 14.6% hai, matlab operational efficiency badhane ki scope hai.

Aage ki baat karein toh, FY27 ke liye company 15% revenue growth aur 12-13% EBITDA margin ka target rakhe hue hai. Is wajah se ICICI Direct ne 'Buy' rating rakhi hai. Baki analysts bhi zyada tar 'Strong Buy' bol rahe hain aur average target ₹641.80 ka de rahe hain. Toh, filhal pressure hai, par future ke liye positive outlook bana hua hai.

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