Bajaj Auto Shares Rahenge Focus Mein
Bajaj Auto ke shares par investors ki nazar bani rahegi, kyunki Motilal Oswal Financial Services (MOSL) ne stock par apni ‘Neutral’ rating ko maintain rakha hai.
Brokerage ne stock ke liye ₹10,025 ka target price diya hai. Halanki, report mein FY27 ke pehle kuch mahino mein domestic demand mein susti dekhne ki baat kahi gayi hai.
FY27 Mein Demand Slowdown Ka Signal
MOSL ke mutabik:
- Domestic automobile demand FY27 ke shuruaati mahino mein dheemi nazar aa rahi hai.
- Management ka maanna hai ki industry growth near term mein lagbhag 7% se 9% ke beech reh sakti hai.
- Rural aur urban demand mein mixed trend dekhne ko mil raha hai.
Yahi wajah hai ki brokerage filhal stock par aggressive bullish stance lene se bach raha hai.
Chetak EV Bana Growth Ka Naya Engine ⚡
Bajaj Chetak Bajaj Auto ke liye ek bada growth driver bankar ubhar raha hai.
Highlights:
✅ Affordable C2501 model launch ke baad sales mein tezi
✅ EV segment mein market share badh raha hai
✅ Production aur distribution network expand ho raha hai
Brokerage ka maanna hai ki Chetak portfolio FY27 mein company ke growth numbers ko support karega.
Exports Se Mil Raha Strong Support
MOSL ki report ke mutabik exports Bajaj Auto ki sabse badi strength bane hue hain.
Major growth markets:
- Latin America (LATAM)
- ASEAN Countries
- Africa ke kuch markets
Company ko in regions se majboot demand mil rahi hai, jo domestic slowdown ka impact kam kar sakti hai.
FY26-FY28 Growth Estimates
Brokerage ne Bajaj Auto ke liye majboot earnings growth ka anumaan lagaya hai.
Expected CAGR (FY26-FY28)
| Metric | CAGR |
|---|---|
| Revenue | 15% |
| EBITDA | 15% |
| PAT | 14% |
Yeh dikhata hai ki long-term outlook abhi bhi stable mana ja raha hai.
Positive Factors 📈
Investors Ke Liye Kya Matlab Hai?
- Strong export demand
- Chetak EV growth
- Healthy profitability
- Consistent earnings expansion
Risks 📉
- Domestic demand slowdown
- Industry growth expectations kam hona
- Near-term volume pressure
Market Ki Nazar Kis Par Rahegi?
Agle kuch mahino mein investors in factors par focus rakhenge:
- Monthly sales numbers
- Chetak EV sales growth
- Export volumes
- Festive season demand trends
Agar domestic demand improve hoti hai to Bajaj Auto ke shares mein fresh momentum dekhne ko mil sakta hai.
