Vikram Solar Share Price: US Tax Attack Se ₹171 Par Gira, Par Desh Mein Mila Bada Order!

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AuthorAnanya Iyer|Published at:
Vikram Solar Share Price: US Tax Attack Se ₹171 Par Gira, Par Desh Mein Mila Bada Order!
Overview

Bhai log, Vikram Solar ka share aaj dhadaam **7.8%** gir gaya aur **₹171** ke close pahunch gaya, lagbhag all-time low! Ye sab US ne Indian solar imports par jo **126%** tak ka tax lagaya hai, uski wajah se hua. Lekin haan, company ne ek bada domestic order zaroor jeeta hai **378.75 MW** ka NTPC ke liye Gujarat mein.

Global markets mein tension chal raha hai, especially US aur India ke beech trade ko lekar. US ne kaha hai ki Indian solar imports par 126% tak ka preliminary duty laga denge. Ye sunte hi Vikram Solar ke share mein bhukamp aa gaya. Stock 7.8% gir kar ₹171 par pahunch gaya, jo lagbhag sabse neeche wala rate hai. Listing ke baad se hi share aadha ho gaya hai, ye sab US ke policies ki wajah se ho raha hai. Ye duty unke export ko bahut nuksan pahuncha sakti hai, jo pehle ek bada market tha.

Lekin, is sab ke beech bhi company ne ek acchi khabar di hai. Vikram Solar ko NTPC Green Energy ke liye Gujarat mein 378.75 MW high-efficiency N-TOPCon modules supply karne ka order mila hai. Ye modules Nakhatrana, Kutch mein lagne wale hain aur 6 mahine mein deliver ho jayenge. Ye deal company ki domestic capacity ko aur mazboot karti hai, jiska total order book ab 10.6 GW ho gaya hai, jisme se 84% sirf India ka hai. Company ki total capacity 9.5 GW hai.

Abhi company ka P/E ratio 14-15x chal raha hai, jo competitors jaise Waaree Energies (25-29x) aur Premier Energies (26x) se kaafi kam hai. Iska matlab hai ki market mein Vikram Solar ko shayad kam value mil rahi hai. Analysts toh abhi bhi 'Buy' rating de rahe hain aur target price ₹332.33 rakha hai, matlab 70% tak ka upside dikha rahe hain. Lekin Stockopedia ne ise 'Falling Star' bhi bola hai, jo thoda confusing hai.

Risk sabse bada US tariffs ka hai, jo export revenue kam kar sakte hain. Agar dusre countries ne bhi aisa kiya toh aur mushkil hogi. Waise toh domestic order book strong hai, lekin 16% jo export ka backlog hai, woh global tensions se affected ho sakta hai. Competition mein Waaree jaise companies zero-debt par hain, jabki Vikram Solar ke promoters ka 48.2% holding pledged hai. Ye sab factors investors ke liye tension waale hain.

Aage kya hoga, ye US tariffs ka final decision, domestic projects ki speed aur company ke global trade risks ko handle karne par depend karega. Analysts ka target toh acha hai, par market ka mood abhi trade policies ki wajah se volatile hai.

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