Brokerage ne laga di HDFC AMC pe 'Buy' ki Mohar!
Motilal Oswal ne HDFC AMC ke share ko 'Buy' kaha hai aur target diya hai ₹2,700 ka. Ye koi chota target nahi hai, bhai! Matlab abhi ke bhav se 20% tak ka upside dikh raha hai. Stock aaj 4% bhaga hai, jo teen din ki girawat ke baad ek acchi comeback hai. Brokerage ka kehna hai ki recent mein stock 17% gira tha, uske baad ab valuation kaafi sahi lag rahi hai.
Growth ka Aise lagega Pata?
Brokerage ko lagta hai ki HDFC AMC ab FY26 se FY28 ke beech apne Assets Under Management (AUM) ko saalana 17% ki speed se badhayega. Revenue, EBITDA aur profit bhi same time mein 15% annual growth dikhayega. Is sabke peeche sabse bada reason hai mazboot SIP inflows. Bhai, SIP AUM ab 24% saalana badh kar ₹2.2 Trillion ho gaya hai. Aur suno, 69% investors retail wale hain, jo industry average 60.1% se kaafi upar hai.
Margins aur Investors ka Dhamaka
HDFC AMC ke margins bhi mast hain, lagbhag 33% se 36% ke beech rehte hain, jo industry mein sabse acche hain. Iske peeche hai operational leverage aur strict cost control. Fund performance bhi consistently acchi hai, jisse distributors ko bharosa rehta hai aur retail inflows aate rehte hain. Company ke 15.4 million unique investors aur 27.7 million live accounts hain, ye number bhi badh raha hai.
Valuations hui Sasti?
Last point, Motilal Oswal ka kehna hai ki HDFC AMC ka share 17% gir gaya tha, jabki competitors sirf 12-15% gire the. Is dip ke karan valuation aur attractive ho gaye hain. Aur ek mast baat, pichhle saal Nifty 4.50% gira tha, par HDFC AMC 15% upar gaya tha. Toh matlab company strong hai!