Motilal Oswal Securities ko lagta hai ki Safari Industries India Ltd. apna market share badhayegi apne smart plans se.
Brokerage ne company ke 'Urban Jungle' aur 'SI-Select' brands par focus karne, Jaipur mein capacity add karne aur lagataar naye products launch karne ko highlight kiya hai.
Growth Kaise Hogi?
Brokerage ka kehna hai ki Safari Industries apne premium brand image ko strong karke aur retail presence badha kar apne growth goals poore karegi. Har mahine 4 se 5 exclusive business outlets (EBOs) kholne ka plan hai, taaki luggage market mein apna hissa badha sakein.
Competition Ka Kya?
Lekin Motilal Oswal ne warn kiya hai ki Safari Industries ko VIP Industries aur Samsonite jaise bade players se takkar mil sakti hai, aur direct-to-consumer (D2C) brands bhi competition badha rahe hain. Regional competitors bhi aggressive pricing se risk ban sakte hain.
Earnings aur Price Target
Motilal Oswal ne FY26 ke earnings estimates thoda kam kiye hain, lekin 'Buy' recommendation pakki rakhi hai. Unhone DCF analysis ke basis par Rs 2,250 ka target price set kiya hai. Ye price, projected FY28 earnings par 45x price-to-earnings (P/E) multiple dikhata hai, jo company ke future performance par confidence show karta hai.
