Analyst Bole: Sobha Ltd Ko Kholo!
Choice Institutional Equities ne saaf bol diya hai ki Sobha Ltd par apna 'BUY' rating barkarar rakhenge, aur target price ₹1,840 per share par hi maintain kiya hai. Company ne pichle kuch time mein 1.76 million square feet ke projects successfully deliver kiye hain, jisse inka revenue, profit aur margins ekdum badhiya ho gaye hain.
Future Pipeline Bhi Dhamakedar!
Management ka outlook kaafi positive hai, kyunki unka launch pipeline bhi strong hai aur balance sheet bhi mazboot ho gayi hai. Sobha Ltd expect kar raha hai ki pre-sales aur collections mein acchi growth bani rahegi. Projections ke hisab se, FY27E mein pre-sales mein 15-20% tak ka year-on-year growth dikh sakta hai, jo FY26 mein record ₹81.36 billion pe pahunchi thi. FY26 mein hi unhone 9 naye projects launch kiye hain jo lagbhag 6.04 million square feet mein hain aur 6 cities mein spread hain.
Paisa Kaise Banega?
Sobha expect karta hai ki agli 4-5 saalon mein current aur complete projects se ₹95.6 billion ka net cash flow generate hoga. Future mein jo 20.67 million square feet ke developments hone wale hain, unse ₹271.65 billion ki pre-sales milne ki ummeed hai. Ye 'BUY' rating isliye di gayi hai kyunki company ka residential business strong hai, commercial segment mein growth ki potential hai, contract aur manufacturing division stable hai, aur company ke paas ek accha khaasa land bank bhi hai.
