Whalesbook
Toh bhai, hua kya hai asliyat mein? Coforge ke stock mein gire hain kyunki company ke margins par kaafi dabav hai. Pichhle quarter mein revenue toh 5.1% badhkar ₹4,188 crore ho gaya, par EBIT margin 0.6 percentage points neeche aa gaya, lagbhag 13.4% par. Aur haan, ₹118 crore ke ek-baigam kharchon ne bhi net profit ko sequential basis par 33.4% gira diya.
Ab interesting baat yeh hai ki brokers bilkul bhi dara hua nahi hain. Motilal Oswal jaise analysts ne toh ₹1,880 ka price target set kiya hai, jo current price se 73% zyada hai! Lekin unhone bhi travel business mein risks aur AI ke impact ko dekh kar earnings estimates ko 4-6% tak kam kar diya hai. Dusre analysts toh aur bhi bade targets de rahe hain, ₹1,871.58 se ₹2,260.00 tak, matlab 107% tak ka potential upside!
Par stock market mein kya chal raha hai? Stock toh seedha neeche gir raha hai. March 20, 2026 ko share ₹1,089 ke aas-paas tha, aur March 17, 2026 ko toh ₹1,008.1 ka naya 52-week low bana diya. Pichhle ek mahine mein toh stock 26.71% tak gira hai! Is wajah se MarketsMOJO ne bhi 'Buy' se rating badal kar 'Hold' kar di hai.
Ye sirf Coforge ki baat nahi hai, poore Indian IT sector ka outlook bhi thoda dhyan maang raha hai. Fiscal year 2026 mein growth rate sirf mid-single digits mein rehne ka andaaza hai. Duniya bhar ki economy theek nahi hai aur companies tech par kharch kam kar rahi hain. AI ek taraf future ka game-changer hai, par current models mein yeh margins par dabav daal sakta hai.
Haan, ek badi khabar aayi thi March 18, 2026 ko. Accenture ke results acche aaye toh Indian IT stocks mein thoda boom aaya aur Coforge bhi 4% se zyada bhaga tha. Ye toh ek chhota sa positive jhatka tha.
So, basically, Coforge ke paas ek solid order book hai aur Cigniti integration se bhi faayda milne ki ummeed hai. Lekin current operational problems aur AI ke future impact ko lekar investors thoda confuse hain. High targets aur current low stock price ke beech ek bada difference dikh raha hai, jisse stock filhaal pressure mein hai.