UPL ke shares aaj thode momentum mein hain kyunki inki subsidiary 'Superform' ne **20-23%** revenue growth ka target set kiya hai. Company ab battery chemicals ke field mein utar rahi hai, lekin quarterly loss ne investors ko abhi bhi thoda cautious rakha hua hai.
UPL ka Naya Game Plan
UPL ke shares filhal ₹491 se ₹499 ke range mein trade kar rahe hain. News ye hai ki company apni specialty chemicals subsidiary, Superform, par bada daanv khel rahi hai. Inka goal 20% se 23% ki CAGR growth ka hai. Iske liye company $100 million se $125 million har saal FY2030 tak invest karegi.
Battery Chemicals mein entry
Superform apne 40+ manufacturing plants ka use karke sodium-ion battery cathodes (jaise Prussian Blue aur White) par kaam shuru kar raha hai. Agle 18 se 24 mahine mein commercialization ki umeed hai. Company ka maqsad global clients ko China se hatakar apni supply chain mein lana hai.
Analyst kya bol rahe hain?
Motilal Oswal Financial Services ne abhi bhi stock par 'Neutral' rating di hai aur ₹600 ka target rakha hai. Q1 FY26 mein revenue toh 9.9% bada, lekin company ko ₹83 crore ka net loss jhelna pada. Agrochemical sector mein abhi bhi supply glut ka pressure hai aur Latin America market par sabki nazar bani hui hai. Dekhte hain, battery materials ka plan debt kam karne mein kitni madad karta hai.