Results Mein Zoom, Stock Mein Drop? 🤔
Yaar, Sagility ne FY26 ke Q4 results mein pakka kamaal kar diya. Net profit 41.2% upar, ₹257.7 crore tak pahunch gaya aur revenue bhi 29% bhaag kar ₹2,024.2 crore ho gaya. Poore saal ki revenue growth bhi 29.1% rahi hai. Company ne naye business bhi jeete hain aur AI solutions bhi update kiye hain. Lekin market ka reaction dekh ke lagta hai investors kuch aur hi dekh rahe hain, kyuki stock 4.24% gir kar ₹43.09 par aa gaya tha 12 May 2026 ko. Lagbhag 2.7 crore shares trade hue.
Toh Stock Gira Kyu? Margin Pressure Aur US Sector Ki Fikar!
Asal tension EBITDA margins mein hai jo revenue badhne ke baad bhi flat rahe, sirf 24% par atke hue hain. Investors is baat ko notice kar rahe hain ki revenue growth 29% thi jabki adjusted EBITDA growth 20.6% thi. Company ke CEO ne bhi bola hai ki US healthcare payers aur providers ke liye environment thoda challenging hai. Aur ek badi chinta ye hai ki 10 May 2026 ko lock-up period khatam hone ke baad 93.6 crore se zyada shares market mein aa sakte hain, jisse selling pressure badh sakta hai. Company par pichle 12 mahine mein ₹6.33 billion ka negative net cash bhi hai.
Brokies Kya Keh Rahe Hain?
Bhale hi stock gir gaya ho, analysts ka confidence abhi bhi high hai. Bahut saare analysts ne 'Strong Buy' rating de rakhi hai aur target price mein 35% tak ka upside dikha rahe hain. Kuch ne toh earnings estimates bhi badha di hain. Par abhi market in analyst calls par dhyan nahi de raha, shayad US healthcare sector ki uncertainty aur margins ka tension zyada hai.
