Toh hua yun ki, Transformers and Rectifiers (India) Ltd (TARIL) ko Rajasthan ke power infrastructure ke liye ₹175 crore ka ek bada order mila hai. Ye order Bhanwariya Infra Projects Private Ltd ki taraf se aaya hai aur ismein Bharatpur aur Jaipur ke 400/220 KV substations ke liye 4 transformers aur 5 reactors banane aur supply karne ka kaam hai. Yeh sab Rajasthan Rajya Vidyut Prasaran Nigam Ltd (RRVPNL) ke liye ho raha hai.
Delivery mein time hai boss!
Sabse badi baat ye hai ki TARIL ne kaha hai ki is order ki deliveries March 2028 tak poori hongi. Matlab, iss order se company ko financial fayda aane mein abhi kaafi saal baaki hain. India ka power sector waise toh bohot boom kar raha hai, agle 10 saalon mein ₹40 lakh Crore ka investment aane wala hai, lekin TARIL ke liye iss order ka asar abhi nahi, baad mein dikhega.
Stock Price aur Valuation ka chakkar
Abhi TARIL ka stock performance pehle se hi 42% neeche hai. Aur jab valuation ki baat karte hain, toh company ka Price-to-Earnings (P/E) ratio lagbhag 33.5 hai aur market cap ₹8,850 Crore ke aas paas hai. Compare karo toh KEC International ka P/E 22.5 (market cap ₹140,000 Crore) hai, Kalpataru Projects ka 23 (market cap ₹21,500 Crore), aur Skipper Ltd ka 27 (market cap ₹5,100 Crore). Matlab, TARIL ke peers ke muqable iska P/E kaafi high lag raha hai.
Analysts kya keh rahe hain?
Aur suspense toh tab aata hai jab hum analysts ki report dekhte hain. Abhi 11 analysts ne milkar is stock par 'Sell' ki rating di hai, jo pehle alag thi. Alag alag price targets aa rahe hain, koi ₹291 keh raha hai toh koi ₹465. Toh market mein uncertainty kaafi hai. Power sector mein opportunities bahut hain, par TARIL ko bade players jaise KEC International aur Kalpataru Projects se muqabla karna hai aur investors ka trust jeetna hai.