Whalesbook
Dividend toh mil gaya, par baat bani nahi?
Dekho, Hexaware apne shareholders ko khush kar raha hai ₹8.50 per share ke interim dividend ke saath. Iska record date May 5, 2026 hai aur paisa May 15, 2026 tak account mein aa jayega. News toh positive thi, isiliye stock 1.99% bhaag kar ₹453.50 pe pahunch gaya. Lekin, agar aap dhyan se dekho toh yeh jump bahut chhota hai, jisse lagta hai ki company ke andar toh sab theek hai par bahar IT industry mein kuch gadbad chal rahi hai.
Company ki financial health kaisi hai?
April 2026 tak, Hexaware ki market cap ₹27,174.90 crore se ₹27,554 crore ke beech mein thi. P/E ratio TTM (last 12 months) ka 19.0 se 20.6 ke aas paas hai. Dividend yield bhi mast hai, lagbhag 2.55% se 2.59% ke range mein. Sabse achhi baat ye hai ki company par koi loan nahi hai, balance sheet ekdum clean hai. Aur Return on Equity (ROE) bhi badhiya chal raha hai, around 24.32% to 24.9%.
IT Sector mein tension kyun hai?
Yaar, 2026 ki shuruaat se hi Indian IT sector mein kaafi pressure hai. Global problems, generative AI ka dar, aur trade tensions -- yeh sab factors market ko pareshan kar rahe hain. Nifty IT index toh saal mein ab tak 25% gir chuka hai! Hexaware bhi is sector ka hi hissa hai, aur competitors jaise TCS, Infosys, Wipro ke saamne thoda mid-tier player hai. Hafte bhar mein Hexaware ka stock bhi 25% se 35% tak gira hai, despite achhe customer service scores.
Aage kya expect karein?
Analyst ratings filhaal mixed hain, kabhi 'Hold' toh kabhi 'Buy' bol rahe hain. Q4 CY25 mein revenue mein thoda drop bhi dikha tha, haalanki baad mein sudhar hua. Stock apne 52-week high se bhi kaafi neeche hai. Generative AI se future mein business kam hone ka risk bhi investors ko sata raha hai. Hexaware AI services par focus kar raha hai, but ye dekhna hoga ki ye traditional services par pricing pressure ko kaise manage karta hai.
Upcoming results aur targets:
Hexaware apna Q4 FY26 results April 30, 2026 ko announce karegi. Sabki nazar revenue, profit margins, aur FY27 ke outlook par rahegi. Analysts ke price targets ₹450 se ₹560 tak hain, kuch toh ₹770 tak bhi jaa rahe hain. Firms like Emkay, ICICI Securities, aur Motilal Oswal ne 'Buy' rating di hui hai. Overall IT sector AI ke wajah se grow karega, par uncertainty toh hai hi.