Whalesbook
So, ye jo 3 million vehicles railways se dispatch hue hain na, ye Maruti Suzuki ke liye ek badi success hai. Unhone pichhle 10 saal se railways ko apnana shuru kiya tha, aur ab uska asar dikh raha hai. FY2014-15 mein sirf 5% vehicles rail se jaate the, ab ye badh kar 26.5% ho gaya hai! Aur mazedaar baat ye hai ki pichhle 21 mahine mein hi 2 million se 3 million tak ka figure achieve kiya hai, matlab speed pakdi hai bhai!
Is shift ke liye company ne ₹13,720 million ka bada investment kiya hai green infrastructure mein. Isme unke factories ke andar hi railway lines banwana aur special train rakes kharidna shamil hai. Ye sab unke Hansalpur aur Manesar facilities mein ho raha hai, aur PM GatiShakti plan ka bhi isme support hai.
Railways se saman bhejne se na sirf fuel bachta hai, balki carbon emissions bhi kam hote hain. Imagine karo, kitne litre fuel aur kitne tonnes CO2 bacha hoga pichhle 10 saalon mein! Company ka ye move efficiency badhane aur supply chain risks kam karne mein help kar raha hai.
Lekin ab aata hai main point. Itna sab hone ke baad bhi, market analysts thode worried hain. Company ka valuation (P/E ratio) abhi bhi industry average se zyada lag raha hai, around 27-29, jabki average 25 ke aas-paas hai. Pichhle 3 mahine mein stock bhi lagbhag 13.36% gira hai. Upar se, inka Q4 FY2026 results mein input costs (jaise steel) badhne se profit margins par pressure dikh raha hai.
Isi wajah se, MarketsMojo jaisi firms ne bhi January 2026 mein rating ko 'Buy' se 'Hold' kar diya hai, unka kehna hai ki stock abhi fair value par hai aur financial trends flat hain. Indian Railways par depend rehne mein bhi thode risks hain, jaise capacity issues aur operational problems.
Aage kya? Maruti Suzuki ka target hai ki FY2030-31 tak 35% vehicles rail se dispatch karein. Aur Kharkhoda mein bhi ek naya siding banane ka plan hai. Ye sab unke long-term sustainability aur resilience strategy ka part hai, jo India ke green freight movement goals se bhi align karta hai.