Inflation Ko Kaise Hawa Di Company Ne?
Yaar, sabse interesting baat yeh hai ki inflation ke zamane mein bhi company ne acche numbers deliver kiye hain. Iska secret hai unka 70% order book jo flexible pricing par hai. Matlab, agar raw material ke daam badhe toh yeh company apne rates adjust kar sakti hai, jisse profit margin safe rehta hai. Inhone operational EBITDA margin 16.61% maintain kiya hai, jo ki kaafi zabardast hai. Maharashtra HVDC project mein koi penalty nahi lagi, ye bhi ek good news hai. Overall, profit toh 90.5% udaan bhar gaya, aur revenue bhi 28.52% upar chadha.
Future Growth Ke Liye Ready!
Company sirf aaj ke results par nahi ruk rahi, future ke liye bhi bade plans hain. CEO N Venu ne bola hai ki AI-ready data centers se India mein ek dum boom aane wala hai aur company India ke total data center capital expenditure ka 10-15% hissa capture kar sakti hai. Energy transition toh chal hi rahi hai, usse bhi fayda hoga. Order inflow bhi 70% badha hai, jisme data centers aur renewables ka bada role hai.
Valuation Aur Analysts Kya Kehte Hain?
Abhi stock ki price around ₹21,550 chal rahi hai aur pichhle saal mein yeh 74.6% bhaga hai. Company ki market cap lagbhag ₹96,053 Cr hai aur P/E ratio 109 ke aas paas hai, jo thoda high lag sakta hai. Lekin analysts ko ispe bharosa hai. 11 out of 13 analysts 'buy' rating de rahe hain! Jefferies ne toh ₹25,000 ka target bhi diya hai, matlab aur 30% upside ki umeed hai. Average target bhi ₹22,733 ke aas paas hai. Lagta hai analysts ko company ki growth story par full conviction hai.