Whalesbook
Growth Drivers Ka Game Plan
Dekho, 'Neutral' rating hone ke baad bhi, Motilal Oswal ko Navin Fluorine ke future par kaafi believe hai. Unke hisab se, market mein prices ka sahi rehna, international business ka badhna, aur orders ki strong visibility is company ko aage le jayegi. Plus, jo capacity badha rahe hain, uska bhi fayda future mein dikhega.
Nayi Deals Aur Expansion Ka Dhamaka
Sabse bada point hai Chemours ke saath partnership. Isse company ko high-growth advanced materials market mein entry milegi. Aur bhi bade plans hain: Dahej mein R32 capacity ko Q3 FY27 tak badha rahe hain, aur specialty chemical plant ko bhi same time tak operational karne ki planning hai. FY26 mein 13 naye agrochemical molecules launch hone ka bhi expectation hai. Yeh sab future ki earning mein solid boost dega.
Numbers Aur Valuation Ka Calculation
Ab numbers ki baat karte hain! Motilal Oswal ka forecast hai ki FY26 se FY28 tak company ka revenue 20% CAGR se grow karega. EBITDA aur adjusted PAT bhi 15% CAGR se badhenge. Stock abhi FY28 ke estimated EPS (₹171) se lagbhag 40 guna par trade ho raha hai, aur FY28 estimated EV/EBITDA se 25 guna par. Is valuation ko dekhte hue hi brokerage ne target price ₹6,850 set kiya hai, jo FY28 EPS ka 40 guna hai. Lekin current price levels ke hisab se unhone rating 'Neutral' rakhi hai.