Tata Communications Share: Revenue Bhaga, Par Profit Ne Diya Dhakka! Analyst Targets Bhi Giraye

TELECOM
Whalesbook Logo
AuthorRiya Kapoor|Published at:
Tata Communications Share: Revenue Bhaga, Par Profit Ne Diya Dhakka! Analyst Targets Bhi Giraye
Overview

Arre yaar, Tata Communications ka Q4FY26 ka result aa gaya hai. Revenue toh tagda badha hai, par net profit mein toh badi girawat dikhi hai! Share **5%** bhaga, lekin analysts thoda confuse hain is situation ko lekar.

Instant Stock Alerts on WhatsApp

Used by 10,000+ active investors

1

Add Stocks

Select the stocks you want to track in real time.

2

Get Alerts on WhatsApp

Receive instant updates directly to WhatsApp.

  • ✓Quarterly Results
  • ✓Concall Announcements
  • ✓New Orders & Big Deals
  • ✓Capex Announcements
  • ✓Bulk Deals
  • ✦And much more
Add StocksGet it on Google PlayDownload on the App Store

Revenue toh ekdum solid hai, Q4FY26 mein 9.4% badhkar ₹6,554 crore ho gaya. Ismein Data Services 11.5% aur Digital Portfolio toh 19.2% tez bhaaga! Company ka EBITDA margin bhi 19.6% tak pahunch gaya, jo 86 basis points zyada hai pichle saal se.

Lekin, yahaan ek bada 'but' hai. Net Profit mein seedhi 75% ki girawat aayi hai, jo sirf ₹263 crore reh gaya hai. Yeh isliye kyunki pichle saal kuch exceptional gains the jo is baar nahi mile. Toh revenue badhne ke bawajood profit kaafi kam ho gaya.

Margin par bhi pressure hai, aur company currency par thoda zyada depend kar rahi hai EBITDA boost karne ke liye, sirf operational improvements se nahi chal raha kaam.

Ye sab dekh kar, kai bade brokerages ne apna price target thoda neeche kiya hai. Jaise ki ICICI Securities ne target ₹2,100 kar diya hai (pehle ₹2,250 tha), aur Nuvama ne bhi ₹2,000 (pehle ₹2,100). Lekin haan, overall analysts ka consensus abhi bhi 'Buy' rating ka hai, aur average target lagbhag ₹1,928 ke aas paas hai.

Valuation ki baat karein toh, Tata Communications ka P/E ratio 28-29x hai, jo Asian Telecom Industry average (16.1x) se kaafi zyada hai. Competitors jaise Indus Towers ka P/E 11.5x hai, toh Bharti Airtel 30-37x range mein hai.

Company ne apna FY28 data revenue target dobara confirm kiya hai, jo ₹28,000 crore hai. Bas yeh time thoda extend ho gaya hai FY27 se FY28 kar diya gaya hai. Iske liye acquisitions ko integrate karna aur operational challenges ko overcome karna hoga.

Get stock alerts instantly on WhatsApp

Quarterly results, bulk deals, concall updates and major announcements delivered in real time.

Add Stocks
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.