Policy ka Asar
Ye policy India ko AI aur cloud computing ka global hub banane ki taraf ek bada step hai. Government chahti hai ki foreign companies yahan invest karein aur desh ka digital infrastructure tagda ho.
Kounse Stocks Bhage?
Aur is announcement ka impact turant dikha! Anant Raj Industries ka share 5% se zyada bhaga aur ₹530 tak pahunch gaya. E2E Networks toh aur bhi tez nikli, almost 7% upar jaa kar ₹2,269 par trade hui. NetWeb Technologies bhi piche nahi rahi, 2.2% badh kar ₹3,213.8 par pahunchi. Strategy ye hai ki ye companies Indian customers ko domestic resellers ke through services dengi, taaki desh ke andar bhi business ko fayda mile.
Valuation aur Future Kya Kehta Hai?
Abhi in companies ke valuations dekho toh E2E Networks ka P/E ratio around 80x, NetWeb Technologies ka 70x, aur Anant Raj Industries ka 50x ke aas paas hai. Ye high P/E ratios dikhate hain ki market inki future growth se kitna excited hai. Data consumption aur AI ka use badhne se data center market waise bhi bohot grow kar raha hai.
Analysts ka kehna hai ki ye tax holiday foreign investors ke liye India mein invest karna aur bhi easy bana degi, jisse billion dollars tak ka capital aa sakta hai. Yeh sab India ke digital future ke liye ek bohot achha sign hai.