Godrej Consumer Products Ke Shares Mein Uchhaal!
Godrej Consumer Products Ltd. ke shares mein zabardast tezi dekhi gayi, kareeb 4% ka jump! Yeh khabar April-June period ke liye company ke update ke baad aayi hai. Analysts is performance par mixed reactions de rahe hain. Chaliye dekhte hain, kya hai poora maajra.
Analysts Kya Keh Rahe Hain?
Analysts, jaise ki Macquarie aur Morgan Stanley, company ke top-line growth ko lekar positive hain, khaas kar home care segment mein. Lekin, profitability aur margin ko lekar unki rai alag-alag hai. Morgan Stanley ne future growth prospects ko dekhte hue Rs 1,431 ka target price set kiya hai. Wahin, Macquarie margin expansion ko lekar thoda cautious hai aur Rs 1,200 ka price target maintain karta hai.
Morgan Stanley Kyun Hai Positive?
Morgan Stanley ki report kehti hai ki company ka Q1 consolidated revenue double-digit mein badha hai, jo unke estimates se 5% zyada hai. Financial year 2025 ke fourth quarter mein 7% organic growth achieve hua. Iske saath hi, consolidated volume growth bhi badhkar high-single-digit mein pahunch gaya hai. Soaps ko hata de toh volume growth aur bhi strong hai, double digits mein. India ke revenue mein bhi high-single-digit growth dekhi gayi hai.
Home Care Segment Ka Kamaal
Home care segment ne double-digit value aur volume growth dikhaya hai. Personal care mein thodi kam growth rahi, lekin overall performance strong raha, aisa Morgan Stanley ka kehna hai.
Macquarie Ko Kya Hai Chinta?
Macquarie ko margin aur profitability ki chinta hai. Unke key takeaways mein India mein healthy mid-single-digit volume growth shamil hai, jise double-digit home care volume growth ne support kiya. Lekin, unhe lagta hai ki first quarter Ebitda margin 24-27% ke normative range se kam rahega. Unka anumaan hai ki volume growth 5% rahega aur consolidated sales 10% tak badhega, lekin Ebitda sirf 7% badhega, jo margin pressure ko indicate karta hai.
Share Price Ka Haal
Godrej Consumer Products ka stock NSE par Rs 1,264 tak pahunch gaya, jo kareeb 6% ka jump tha. Filhaal, yeh 4.12% upar Rs 1,242 par trade kar raha tha. Analysts is stock ko lekar mostly bullish hain, aur Bloomberg data ke anusaar, 29 out of 38 analysts ne is stock par ‘buy’ rating di hai. Dekhte hain, aage kya hota hai!
