Abhi latest khabar yeh hai ki Motilal Oswal, jo ki ek badi brokerage firm hai, ne Ajanta Pharma par apna poora bharosa dikhaya hai. Unhone stock par seedha 'Buy' rating diya hai aur target price set kiya hai ₹3,400!
Yeh sab isliye hua kyunki company ne jo 3QFY26 ke results diye hain, woh kamaal ke rahe hain. Brokerage ne kaha ki revenue mein 5%, EBITDA mein 7%, aur PAT (Profit After Tax) mein 5% ka beat mila hai. Matlab, company ne expectations se better performance di hai.
Iske peeche ka sabse bada reason hai US generics market mein unki zabardast execution. Yeh unka US mein lagataar chautha quarter raha hai jab growth dikhi hai. New product launches aur market share badhane se yeh sab hua. Africa aur domestic formulations mein bhi company ne acchi performance di hai. Bas Asia market thoda dheema raha, but overall picture ekdum strong hai.
Motilal Oswal ko itna yakeen hai ki unhone FY27 aur FY28 ke earnings estimates ko 4% tak badha diya hai. Aage bhi pipeline aur market expansion se growth ki umeed hai. Stock ki filhaal market cap ₹34,700 Cr ke aas paas hai aur P/E ratio lagbhag 34-35x par chal raha hai.
Company US generics mein ek niche player banne par focus kar rahi hai, jahan limited competition hai. Aur haan, R&D par bhi dhyan hai. Semaglutide ke liye Biocon ke saath deal bhi chal rahi hai. Company ne yeh bhi clear kar diya hai ki woh Restaurant Brands Asia nahi kharid rahi, apne core pharmaceutical business par hi focus karegi.