Ab yeh US wala scene kya hai? Asal mein, company ko wahaan kuch bade products ki supply mein problem ho rahi hai, jisse unki sales affect ho rahi hai. Profitability bhi kam ho rahi hai kyunki unke margins dab rahe hain. India mein toh sales achhi hai, par jo US se achha paisa aata tha woh ab miss ho raha hai. Aage chal kar naye products launch karne padenge jo yeh revenue gap fill kar sakein.
Brokerage firms ki baat karein toh woh bhi filhaal thoda cautious hain. UBS ne 'Neutral' rating di hai aur ₹1,400 ka target diya hai, unhone kaha ki growth toh hai par supply hurdles bhi hain. Nomura/Instinet ne 'Buy' rating di hai aur target ₹1,510 rakha hai, unko lagta hai naye products se fayda ho sakta hai. HSBC ne 'Hold' karne ki salah di hai.
Basically, 36 analysts ka average target ₹1,436.58 hai, matlab current price se lagbhag 17% tak upar jaane ka potential hai. Lekin yeh sab tabhi hoga jab margins ki problem solve ho aur US market mein challenges handle ho paayein. Ab sabka dhyaan May 13, 2026 ko aane wale Q4 FY26 results par hai, jisme pata chalega ki company ke recovery plan ka kya scene hai.