Whalesbook
OFSS Shares Climb to 15-Month Peak
Dekho, OFSS ke shares BSE par intraday mein 6% ekdum se bhag gaye, aur ₹10,000.50 ke level ko chhoo liye, jo pichhle 15 mahine ka sabse ooncha rate hai. Ye waise March ke ₹6,232.20 ke low se 60% ka recovery hai! Matlab, January 2025 ke baad se stock ab tak ke sabse bade high par hai. Investors ka confidence ekdum high hai.
Strong Q4FY26 Earnings Drive Rally
Aise hi nahi bhaga ye share, pichhe hai Q4FY26 ke dhamakedaar results. Company ne January se March 2026 quarter mein revenue mein 20%, operating income mein 39%, aur net income mein 31% ka saal-dar-saal growth dikhaya hai. Aur kya mast operating margin raha, 51%, aur net margin 41%! Kamaal hi kar diya.
Deal Pipeline Boosts Revenue Outlook
Iske alawa, company ka deal pipeline bhi kaafi strong hai. March 31, 2026 tak, unka Remaining Performance Obligations (RPO) ₹7,761 crore par pahunch gaya hai, jo pichhle quarter se 9.2% zyada hai. Ye sab future revenue ke liye bahut achha signal hai.
AI and Cloud Strategy Fuels Growth
Company ke MD aur CEO, Makarand Padalkar ne bataya ki woh partnerships aur collaborations se market mein leadership bana rahe hain. Unke AI-powered cloud solutions banking sector ko badal rahe hain. Banks ab automation, better decision-making aur growth ke liye in AI applications ko khoob use kar rahi hain.
Analysts Maintain Bullish Stance on OFSS
Aur suno, Choice Institutional Equities jaise analysts bhi OFSS par full bullish hain. Unhone 'Buy' rating maintain ki hai aur target price ko ₹10,890 rakha hai. Unka kehna hai ki deal momentum, strong product mix, aur acha cash generation is stock ko aage le jayega. 9.2% ka QoQ RPO growth revenue visibility ko aur badha raha hai. Company ki cost efficiency aur pricing discipline se profit badh raha hai, aur margins bhi improve ho rahe hain. Analysts ka manna hai ki 28 times FY28E EPS ka valuation justified hai, kyunki company ka product focus, high margins, scalability, aur Oracle parent company ka support zabardast hai.