Astra Microwave Share: Company ne kiya bada split! Space business alag, MD ka exit, kya hoga aage?

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AuthorAarav Shah|Published at:
Astra Microwave Share: Company ne kiya bada split! Space business alag, MD ka exit, kya hoga aage?
Overview

Toh bhaiyo aur behno, Astra Microwave Products (AMPL) ne ek super move kiya hai! Unhone apne Space, Meteorology aur Hydrology divisions ko alag kar diya hai ek nayi company, Astra Space Technologies (ASTPL) mein. Aur haan, MD S. Gurunatha Reddy ab executive role se hat kar is demerger ko sambhalenge aur phir nayi company join karenge. M. V. Reddy, AMPL ke naye MD banenge.

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Ye jo split ho raha hai na, iska main reason hai ki har business apne sector mein aache se grow kar sake aur company ki overall value badhe. Space technology ka sector toh bhai, bahut tezi se badh raha hai. Estimates ke mutabik, yeh market 2035 tak $1 Trillion se bhi upar jaa sakta hai. Naye tech, private investment, AI sab ismein contribute kar rahe hain.

Leadership ki baat karein toh, S. Gurunatha Reddy September 30, 2026 tak executive role se hat jayenge. Woh demerger process ko oversee karenge aur phir ASTPL ke board par join karenge. M. V. Reddy, jo abhi Joint MD hain, woh October 1, 2026 se AMPL ke naye MD banenge (board approval ke baad). Isse AMPL apne core Defence aur Aerospace business par focus kar paayega.

AMPL ka order book bhi accha hai, lagbhag ₹2,226 Crore ka December 2025 tak. Stock ne bhi aaj 6.19% ki tezi pakdi, ₹953.4 par pahunch gaya.

Par bhai, har chiz mein 'but' hota hai. Yahan valuation ka issue hai. AMPL ka P/E ratio 50 se 60 ke beech hai, jo S&P 500 IT sector ke ~34 P/E se kaafi zyada hai. Isi wajah se ek analyst ne March 18, 2026 ko 'Hold' se 'Sell' rating kar di thi. Dusra risk hai execution ka. Nayi company ASTPL, jo early 2024 mein bani hai, use manage karna, capital lagana, ye sab aasan nahi hoga. Space sector mein competition bhi bohot hai aur funding bhi fluctuate karti hai.

Company ka target hai ki yeh demerger FY28 ke Q1 tak (April-June 2027) poora ho jaye, sabhi approvals milne ke baad. Ab sab depend karta hai ki company yeh split kitna smooth rakhti hai, ASTPL space market mein kitna capture karti hai, aur AMPL ka defence business kitna perform karta hai. Analysts ko earnings aur revenue growth acchi dikh rahi hai, agar sab kuch plan ke according chala toh.

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