{"id":11019,"date":"2025-07-02T15:42:04","date_gmt":"2025-07-02T10:12:04","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=11019"},"modified":"2025-07-07T13:41:45","modified_gmt":"2025-07-07T08:11:45","slug":"tata-communications-gains-5-on-macquarie-call-stock-may-double-in-3-years","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/tata-communications-gains-5-on-macquarie-call-stock-may-double-in-3-years\/","title":{"rendered":"Tata Communications Gains 5% on Macquarie Call; Stock May Double in 3 Years"},"content":{"rendered":"<p data-start=\"89\" data-end=\"774\">Mumbai, July 2, 2025 \u2013 Shares of Tata Communications surged nearly 5% on Wednesday after global brokerage Macquarie initiated coverage with an \u2018Outperform\u2019 rating and a bullish price target of \u20b92,300 per share. The stock was last seen trading at \u20b91,811 on the NSE, reflecting heightened investor enthusiasm following the report. Macquarie&#8217;s note emphasized the company\u2019s strategic positioning in global digital infrastructure and enterprise transformation services. It stated that under a bullish scenario, Tata Communications&#8217; stock has the potential to double over the next three years, buoyed by expansion in digital solutions and consistent scale in core network capabilities.<\/p>\n<h3 data-start=\"776\" data-end=\"794\">Highlights<\/h3>\n<ul data-start=\"795\" data-end=\"1086\">\n<li data-start=\"795\" data-end=\"855\">\n<p data-start=\"797\" data-end=\"855\">Stock rose nearly 5% to \u20b91,811 following Macquarie\u2019s note.<\/p>\n<\/li>\n<li data-start=\"856\" data-end=\"929\">\n<p data-start=\"858\" data-end=\"929\">Coverage initiated with an \u2018Outperform\u2019 rating and \u20b92,300 target price.<\/p>\n<\/li>\n<li data-start=\"930\" data-end=\"1007\">\n<p data-start=\"932\" data-end=\"1007\">Brokerage sees potential for 100% upside in three years under bullish case.<\/p>\n<\/li>\n<li data-start=\"1008\" data-end=\"1086\">\n<p data-start=\"1010\" data-end=\"1086\">Tata Communications positioned as a digital infrastructure enabler globally.<\/p>\n<\/li>\n<\/ul>\n<p>Also Read : <a href=\"https:\/\/www.niftytrader.in\/content\/hdb-financial-jumps-on-debut-now-8th-most-valuable-nbfc-in-india\/\">HDB Financial Jumps on Debut, Now 8th Most Valuable NBFC in India<\/a><\/p>\n<h2 data-start=\"1088\" data-end=\"1158\">ROIC Set to Recover Strongly Post Digital Expansion, Says Macquarie<\/h2>\n<p data-start=\"1160\" data-end=\"1845\">In its detailed coverage, Macquarie flagged a short-term drop in Tata Communications&#8217; return on invested capital (ROIC), which declined from an average of 16% in FY21\u2013FY23 to approximately 11% in FY25. The fall, attributed to recent digital acquisitions, is expected to reverse steadily, with ROIC forecast to exceed 20% by FY28. The brokerage noted that Tata Communications is executing a long-term pivot toward higher-margin digital services, where it is already ranked in the industry &#8216;Leaders\u2019 quadrant. Analysts believe this shift, combined with scale efficiencies, will push the company closer to its internal ROIC target of 25%, significantly improving long-term investor value.<\/p>\n<h3 data-start=\"1847\" data-end=\"1865\">Highlights<\/h3>\n<ul data-start=\"1866\" data-end=\"2095\" data-is-last-node=\"\" data-is-only-node=\"\">\n<li data-start=\"1866\" data-end=\"1922\">\n<p data-start=\"1868\" data-end=\"1922\">ROIC fell to ~11% in FY25 due to digital acquisitions.<\/p>\n<\/li>\n<li data-start=\"1923\" data-end=\"1972\">\n<p data-start=\"1925\" data-end=\"1972\">Macquarie projects ROIC to surpass 20% by FY28.<\/p>\n<\/li>\n<li data-start=\"1973\" data-end=\"2031\">\n<p data-start=\"1975\" data-end=\"2031\">Digital pivot seen as key to long-term margin expansion.<\/p>\n<\/li>\n<li data-start=\"2032\" data-end=\"2095\" data-is-last-node=\"\">\n<p data-start=\"2034\" data-end=\"2095\" data-is-last-node=\"\">Internal target of 25% ROIC remains intact as strategic goal.<\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Mumbai, July 2, 2025 \u2013 Shares of Tata Communications surged nearly 5% on Wednesday after global brokerage Macquarie initiated coverage with an \u2018Outperform\u2019 rating and a bullish price target of \u20b92,300 per share. The stock was last seen trading at \u20b91,811 on the NSE, reflecting heightened investor enthusiasm following the report. Macquarie&#8217;s note emphasized the [&hellip;]<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1331],"class_list":{"0":"post-11019","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1331,"user_id":4,"is_guest":0,"slug":"sourabh","display_name":"Sourabh Sharma","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/11\/Sourabh-Sharma.png"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/11019","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=11019"}],"version-history":[{"count":1,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/11019\/revisions"}],"predecessor-version":[{"id":11021,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/11019\/revisions\/11021"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/11020"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=11019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=11019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=11019"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=11019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}