Waaree Energies Share Price: Profit toh **71%** bhaga, par Margin mein Pressure? ₹10,000 Cr ka naya game plan!

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AuthorAnanya Iyer|Published at:
Waaree Energies Share Price: Profit toh **71%** bhaga, par Margin mein Pressure? ₹10,000 Cr ka naya game plan!
Overview

Waaree Energies ke investors ke liye ye khabar kaafi zabardast hai! Company ne Q4 FY26 mein apna net profit **71%** badha kar **₹1,061 Crore** kar liya hai. Revenue bhi lagbhag double hokar **₹8,480 Crore** pahunch gaya. Lekin, margins mein thoda pressure dikh raha hai.

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Achanak profit toh bhaga, par margins ka kya scene hai?

Asal mein, numbers dekhoge toh Q4 FY26 mein Waaree ka net profit 71.4% badh kar ₹1,061 Crore ho gaya, jo pichle saal ke ₹619 Crore se kaafi upar hai. Revenue bhi ekdum se ₹8,480 Crore par pahunch gaya, jo pehle sirf ₹4,004 Crore tha. Company ka EBITDA bhi 70.9% badhkar ₹1,577 Crore ho gaya hai.

Lekin, real game yahaan hai – EBITDA margin 23% se gir kar sirf 18.6% rah gaya hai. Iska matlab hai ki company ke operational costs badh gaye hain, ya phir competition ki wajah se prices kam rakhne pad rahe hain. Expansion mein kharcha badh raha hai, yeh bhi ek reason hai.

₹10,000 Crore ka naya plan!

Company ab energy storage sector mein full throttle par ja rahi hai. Iske liye woh ₹10,000 Crore judane ka plan bana rahi hai, taaki battery manufacturing jaisi cheezon mein invest kar sakein. Unki ek subsidiary ne toh already ₹1,003 Crore secured kar liye hain 20 GWh lithium-ion cell aur battery pack plant ke liye.

Stock ka kya scene hai aur analysts kya bol rahe hain?

Waaree ka stock abhi lagbhag ₹3,503 par trade ho raha hai, aur company ki market cap around ₹1,00,700 Crore hai. Inka TTM P/E ratio 30.3x hai, jo industry mein normal hai compare karein toh NTPC Green Energy se (~27.33x) ya Adani Green Energy se (~94.5x). Company ka ROE 26.37% aur profit margin 14.82% hai.

Bade-bade analysts toh is stock par 'Buy' rating de rahe hain aur target price ₹3,457.54 de rahe hain. Par kuch log valuation ko lekar aur company ke naye, complex sectors mein ghusne ke risks ko lekar chintit hain. Isliye unhone 'Sell' ya 'Reduce' rating bhi di hai.

Aur haan, investors ke liye ₹2 per share ka final dividend bhi announce hua hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.