GNFC Ke 'Chhote' Move Ne GACL Mein Machaya Dhamal!
Toh hua yun ki, GNFC ne GACL mein kuch aur shares kharid liye, bas 3,529 shares, woh bhi ₹431.25 per share ke rate par. Total lagbhag ₹15.22 lakh lagaye. Isse GNFC ka GACL mein ownership percentage 2.40% par hi raha, matlab koi bada badlaav nahi. Lekin market ne isse positive sign samjha aur GACL ka stock 12.59% uchhal kar ₹486.50 par pahunch gaya! GNFC ko toh instant ₹1.95 lakh ka paper gain bhi ho gaya is deal par.
Phir bhi, GACL Ki Performance Kuch Khaas Nahi Rahi...
Ye rally interesting hai kyunki GACL ka stock is saal ab tak -1.99% gira hua tha, aur pichhle ek saal mein bhi -7.77% down tha. Company ka Return on Equity sirf -1.13% tha aur Return on Capital Employed (ROCE) bhi -0.34% tha. Matlab, performance ke hisaab se toh stock theek nahi chal raha tha, par corporate action ne mood badal diya.
India Ka Chemical Sector Hai Dhamakedaar!
Waise, India ka chemical sector future mein kaafi grow karne wala hai. Target hai ki 2030 tak $230-255 billion tak pahunch jaye. Isme 8-9% annual growth rate rehne ki ummeed hai, jisme specialty chemicals aur construction chemicals aage rahenge.
Valuations Ki Baat
GACL ki market cap lagbhag ₹3,477 crore hai, aur iska Price-to-Sales ratio 0.77 hai. GNFC ki market cap ₹6,023 crore hai aur iska P/E ratio 9.9x hai, jo GACL se better lag raha hai. GNFC toh 4.35% ka dividend yield bhi de raha hai.
Analysts Kya Kehte Hain?
Analysts ka GACL par mix view hai, kuch 'sell' bol rahe hain toh kuch 'buy'. Ye GNFC ka stake buy short-term ke liye positive hai, par GACL ko apni performance sudharni hogi taaki sector growth ka fayda utha sake. GNFC ka stock bhi recent mein gira tha, isliye kuch analysts ne 'sell' recommendation di hai.