Safari Industries (India) ke shares ne Thursday ko market mein tezi dikhai, NSE par 5% badh kar ₹1,498.80 ke intraday high tak pahunch gaye. Ye surge company ke solid volume growth aur March quarter (Q4FY26) ke inline earnings announcement ke baad aaya hai.
Q4 Performance Ka Kamaal
Luggage maker ne March quarter mein ₹37.5 crore ka net profit report kiya, jo pichhle saal ke ₹37.6 crore se lagbhag same hai. Lekin, revenue 12.4% badh kar ₹473.3 crore ho gaya, jo pichhle saal ₹421 crore tha. Ebitda bhi 2.3% badh kar ₹62 crore raha, lekin Ebitda margins thode kam hue 13% par, jo pichhle saal 14.3% the. Board ne FY26 ke liye ₹2 per equity share ka final dividend recommend kiya hai.
Brokerages Ka Bharosa
PL Capital ne Safari Industries ko 'Buy' rating di hai aur target price ₹1,953 rakha hai. Unka kehna hai ki backward integration aur channel discipline se margin recover ho sakta hai. Halanki raw material inflation se thoda pressure ho sakta hai, par price hikes aur captive manufacturing se future mein fayda hoga.
Motilal Oswal Financial Services (MOFSL) ne bhi 'Buy' rating maintain ki hai aur DCF-based target price ₹2,250 diya hai. MOFSL ko lagta hai ki Safari Industries brand building, capacity expansion aur naye products se market share badhayega. Lekin VIP Industries aur Samsonite jaise competitors se competition badhne par growth mein challenge aa sakti hai.
