Tata Elxsi Share Price: FIIs ne lagayi daav, AI ke chakkar mein IT sector girne par bhi kharida!

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AuthorAnanya Iyer|Published at:
Tata Elxsi Share Price: FIIs ne lagayi daav, AI ke chakkar mein IT sector girne par bhi kharida!
Overview

Boss, jab baaki IT stocks mein mandi chal rahi hai aur Foreign Investors (FIIs) maal bech rahe hain, tab Tata Elxsi ka share Foreigners ko bha gaya hai! Q4 mein FIIs ne iska stake badhaya hai, kyunki company AI aur design services mein zabardast kaam kar rahi hai. Haalanki, full-year results mein growth kam thi aur valuation ka bhi issue hai.

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Kya chal raha hai Tata Elxsi mein?

Dekho, Q4 FY26 mein Tata Elxsi ne numbers mein toh achha perform kiya hai. Revenue badha aur profit bhi tezi se upar gaya. Lekin agar poore saal ki baat karein, toh growth bahut hi kam thi aur net profit toh actually kam ho gaya. Fir bhi, jab Nifty IT index 21% se zyada gir gaya aur FIIs ne lagbhag ₹20,658 crore ke Indian IT stocks bech diye, Tata Elxsi mein 2.52% zyada stake khareeda gaya. Ab FIIs ka total holding 11.08% ho gaya hai Q4 FY26 ke end tak.

AI ka jadoo?

Is selective buying ka reason company ka AI aur innovation mein focus hai. Tata Elxsi ne kuch bade hackathons bhi jeete hain, jaise Google Cloud Gen AI Hackathon aur AWS 'AI for Bharat' Hackathon. Unhone automotive software ke liye DevStudio.ai platform bhi launch kiya hai aur KAVIA AI jaisi companies ke saath partnership bhi ki hai. Ye sab AI mein maukon ka faida uthane ki koshish hai, jisne baaki IT companies se alag Tata Elxsi ko investors ka dhyan kheencha hai.

Valuation ka mamla

Q4 FY26 mein revenue ₹993.8 crore (jo 9.4% year-on-year badha) aur PAT ₹220.4 crore (jo 27.8% badha) raha. Lekin poore FY26 mein sales growth sirf 0.8% (₹3,757.4 crore) rahi aur net profit 11% kam hokar ₹628 crore ho gaya. Ye dikhata hai ki deals jeetne ke baad bhi poore saal revenue mein consistent growth maintain karna mushkil ho raha hai.

Company ka Price-to-Earnings (P/E) ratio lagbhag 37.3x hai, jo Indian Software industry ke average 27.8x se kaafi zyada hai. Kuch peers se kam hai, par fir bhi premium valuation mana ja sakta hai. Haalanki, ROCE 30% ke aas-paas hai, jo industry median 20.8% se kaafi behtar hai.

Aage ka outlook

Overall Indian IT sector global demand mein kami, currency issues aur geopolitical tensions se pareshan hai. FIIs mid-2025 se IT sector se exit kar rahe hain. Management ne FY27 ke liye growth guidance bhi kam karke high single-digit kar diya hai, jo pehle double-digit ki ummeed thi. Ab Tata Elxsi ko apna bada order book ko consistent revenue aur profit mein badalna hoga taaki apna current valuation justify kar sake.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.