|
19 Sep 2025 |
Voltas
|
Consensus Share Price Target
|
1424.20 |
1367.70 |
- |
-3.97 |
hold
|
|
|
|
|
06 Jun 2022
|
Voltas
|
BOB Capital Markets Ltd.
|
1424.20
|
1250.00
|
1012.45
(40.67%)
|
|
Buy
|
|
|
Claws back ~200bps of market share in April over March, taking share to 21.6%
|
|
30 May 2022
|
Voltas
|
BOB Capital Markets Ltd.
|
1424.20
|
1250.00
|
1039.45
(37.01%)
|
|
Buy
|
|
|
Retains leadership in RAC segment with 23.4% market share; bolstering supply chain through JV with Highly
|
|
12 May 2022
|
Voltas
|
Emkay
|
1424.20
|
1000.00
|
985.60
(44.50%)
|
Target met |
Hold
|
|
|
|
|
12 May 2022
|
Voltas
|
BOB Capital Markets Ltd.
|
1424.20
|
1250.00
|
931.40
(52.91%)
|
|
Buy
|
|
|
Analysis of AC/cooler ownership shows higher product penetration in North India while the South lags
|
|
10 May 2022
|
Voltas
|
ICICI Securities Limited
|
1424.20
|
1033.00
|
1046.65
(36.07%)
|
Target met |
Hold
|
|
|
Voltas reported a muted 0.6% YoY revenue growth in Q4FY22 to Rs26.7bn due to 37.3% YoY decline in EMP segment. However, UCP segment delivered strong YoY revenue growth of 26.6% led by pick-up in RAC sales. The company lost market share in FY22 due to lower sales in south India.
|
|
10 May 2022
|
Voltas
|
Edelweiss
|
1424.20
|
1246.00
|
988.70
(44.05%)
|
|
Buy
|
|
|
Soft performance amid margin contraction
|
|
10 May 2022
|
Voltas
|
ICICI Direct
|
1424.20
|
1120.00
|
988.70
(44.05%)
|
|
Hold
|
|
|
|
|
09 May 2022
|
Voltas
|
BOB Capital Markets Ltd.
|
1424.20
|
1250.00
|
1046.65
(36.07%)
|
|
Buy
|
|
|
Below-expected quarter but strong portfolio and distribution coupled with low market penetration remain key structural drivers
|
|
09 May 2022
|
Voltas
|
Prabhudas Lilladhar
|
1424.20
|
1071.00
|
988.70
(44.05%)
|
|
Hold
|
|
|
|
|
16 Feb 2022
|
Voltas
|
Geojit BNP Paribas
|
1424.20
|
1290.00
|
1252.50
(13.71%)
|
Target met |
Hold
|
|
|
We see growth potential in the business in the coming months, however input cost inflation may disrupt the profitability in the short-term. Hence, we maintain our HOLD rating on the stock with a rolled forward target price of Rs. 1,290 based on 41x FY24E adj. EPS. Topline impacted due to evolving virus dynamics Consolidated revenue for the quarter Q3FY22 declined 10.1% YoY to Rs. 1,772cr, but grew 6.2% sequentially. Year-on-year the revenue declined due to sharp decrease in Electro-Mechanical Projects and Services (EMP) partially offset by growth in revenue...
|