Ab is deal ki details dekhte hain. Yeh order onboard KAVACH equipment ki supply, installation, testing aur commissioning ke liye hai, aur project ko RDSO standards meet karne honge.
Aur suno, FIIs bhi stock mein interest dikha rahe hain. December 2025 mein unka stake bas 0.07% tha, jo March 2026 tak badh kar 0.30% ho gaya hai. Yeh early sign hai ki institutions ko company mein dum lag raha hai.
News achhi hai, par stock market mein hamesha aisa nahi hota. April 13, 2026 ko Kernex ka share thoda sa neeche gira, 0.62% gir kar ₹1,160.00 par close hua. Saal mein abhi tak stock 3.29% down hai. Lekin long term dekho toh, pichhle ek saal mein stock 41.17% bhaga hai aur paanch saal mein toh 2118% ka zabardast return diya hai!
Abhi company ka market cap lagbhag ₹4,700 crore hai aur trailing 12-month P/E ratio 85.2x ke aas paas chal raha hai. Yeh kaafi high valuation hai, matlab investors ko future growth se bahut ummeed hai. Aakhir Indian railways mein government paisa laga rahi hai modernization aur safety par.
Agar competitors dekhein toh Siemens India ka P/E 70x aur Alstom India ka 60x hai. Kernex ka valuation unse zyada hai, jo dikhata hai ki market isse zyada growth expect kar raha hai.
Itna high P/E hone ka risk toh hai. Agar company expected growth nahi de paayi ya order execution mein dikkat hui toh correction aa sakta hai. Sarkari contracts par depend hona bhi ek factor hai. Aur yeh KAVACH order 2027 tak chalega, toh revenue bhi dheere dheere milega. Competition bhi badh raha hai bade players se.