Brokerage ka SRF pe bharosa
Motilal Oswal ka kehna hai ki SRF mein future growth ke kaafi chances hain. Unhone ₹3,400 ka price target set kiya hai. Yeh target company ke Q4FY26 ke results se inspired hai.
Q4FY26 mein dhamakedar performance
Is quarter mein SRF ke alag-alag business segments mein EBIT mein zabardast increase dikha hai. Chemicals Business mein 5% ki growth hui, jabki Performance Films aur Foil (PFF) ne toh kamaal hi kar diya, EBIT mein 47% ka jump aaya. Aur Technical Textiles Business (TTB) mein toh 63% tak EBIT badha hai!
Mushkil times mein bhi strong?
Chunautipurn global markets mein bhi SRF ne apna performance maintain rakha hai, khaas kar specialty chemicals mein. Company ne Middle East market se apne business ko smartly adjust kiya aur total volumes pe zyada asar nahi padne diya. Yeh company ki operational strength dikhata hai.
Aage kya?
Motilal Oswal ko lagta hai ki SRF FY26 se FY28 ke beech revenue mein 15% CAGR, EBITDA mein 21% CAGR, aur Adjusted Profit After Tax (Adj. PAT) mein 24% CAGR achieve karegi. Brokerage ne Sum of the Parts (SoTP) method use karke yeh valuation nikala hai, jo company ke future potential pe unka confidence dikhata hai.
