1st Company: Jio Financial Services Ltd.:-
Some important companies and some important updates related to them The name of the first company is Jio Finance Serves LED. Disclaimer that all the news and updates related to the companies that we will cover are for educational purposes only. So do not consider this as any kind of investment advice. You can also do your own research and analysis. What is the biggest reason to stay focused? The quarterly results of the company which we are going to see today. But how will the company’s quarterly results come, how will they not come? Why? Because if you look at the business of the company now, then by looking at the business you cannot guess whether the company can generate so much revenue or make so much profit. You will not find the data of expectations anywhere. So for this reason we will talk about the quarterly results but we will do it in the end. But before that let us talk about the company’s business so that we can definitely have our expectations from the company when it reports its quarterly results in the coming future.
Jio BlackRock’s Entry into Mutual Fund Industry:-
About the business of mutual fund industries. Jio BlackRock has received SEBI’s approval to launch passive funds. Now you all should know that we get to see a 50-50% joint venture between Jio finance services and Black Rock and its name is Jio BK Black Rock LED which works in stock broking and apart from that, we also get to see its business in mutual fund industries. But right now the news we are hearing is not related to stock broking. This mutual fund is related to Industries.
Details of the Four Approved Funds:-
The first name you see is Jio Black Rock nf midcap 150 index. After that you get to see another name of Jio Black Rock NFT nex50 index. Apart from that, the third name is Jio BK Rockk NFT Salcap 250 Index Fund and the last name you get to see is Jio Blk Rok NFT 8 to 13 Years Government Securities Index Fund. So you get to see these four funds. So you can take note if you analyze Jio’s business and if you want to know about Jio’s business. Apart from this, about what the market’s expectations are regarding the company’s quarter one results.
Expectations from Q1 Results:-
The company has not shown a single quarter on the basis of which we can say that yes brother, this revenue or this profit of Jio finance service is good to justify this valuation. Now if we about this quarter one, we cannot expect anything even in this quarter one. Because till now, if we talk till the end of quarter one, we have not heard anything related to the company’s operations. But yes, we can say that from quarter 2 we may see the situations changing a bit. So keep this thing in mind a little. If we talk about the opinions of analysts, they have said that if we about the numbers of quarter one, then neither they nor anyone else apart from them will have any special expectations about it. But we have definitely seen a lot of developments in this company in quarter one. If about the first development, SEBI had given approval to Jio BlackRock Broking and Advisory Ventures to work as a stock broker. After that he launched four passive funds. He also raised a huge amount from NGO. And apart from that, friends, they completely acquired Jio Payment Bank. And we are seeing these things in Q2. Which we just covered about four more funds. So, if you look at it, there are no expectations regarding quarter one. But yes, when the results of quarter one come, we will definitely cover it, how are the exact numbers ? It is either the same as before or better or worse than before.
2nd Company: HDFC Bank Ltd.:-
So the name of the next company is HDFC Bank LED. Recently friends, the company has announced that it is going to publish its Q1 results on July 19. Now on the day of results you will not see the company giving you only the results. Along with that, the company will consider bonus shares in that board meeting. Apart from that, the company will consider special intermediate dividend. And if these two things get approved, then the Q1 results will be visible in the outcomes of the company’s board meeting on July 19, but along with that, you may also get to hear the news of bonus and dividend.So if you are an investor in HDFC Bank then you can definitely take note of this news. This is very important news. Rest of the investors are not there, they can ignore it also.
3rd Company: Bajaj Finance Ltd.:-
The next company whose name is Bajaj Finance LED. About Bajaj Finance, after some time we will get to see its quarterly results also. After some time means we can talk after a few days. Now if we talk about its dates, then you are seeing it on 24th July. That is, on 24th July, this company has fixed the date that the board meeting of the company will be held on 24th July and we will get to see the results of quarter one in that. Now what can we expect from Bajaj Finance for quarter one? So it is obvious that we have not seen such numbers in any quarter of Bajaj Finance that we are seeing degrowth on Q1 on Q basis or year on year basis. The company has shown growth in every quarter but if you compare the growth with the previous quarter, it will definitely show a slight slowdown and all these things may be repeated in quarter one as well.
Q1 May Show Slower Growth, But Long-Term Outlook Is Positive:-
But things may see a slight change from Quarter 2 onwards, because in the last some time, RBI has reduced the interest rate by 1%. This will make loans cheaper, so ultimately we can hope that in the coming quarters we may witness good growth in the assets under management of the company. Earlier, the company’s assets under management used to see a growth of 30-30% and now in the financial year 2025, the company has reported a growth of only around 25%. So keep this thing in mind and apart from this, friends, in the beginning of 2025, some of the company’s products can be said to be e-commerce and apart from that, there were restrictions on insta EMI products, that too was removed by the RBI. So all these things are a plus point and we can say that we may see its effect in the financial year 2026. The company also has new business opportunities and the repo rate is also lower than before. So this means that we can certainly expect that if the results of Quarter One remain the same as before, then Quarter
One may not be as good as Quarter Two. But yes, there is no need to take it as a guarantee. But if we look at the data that we have and the updates that the company has given us, then we can expect double digit growth. But if we compare that growth with quarter two, it is possible that we may see less of it. And friends, if we talk about quarter one, then many people will be paying a lot of attention to one thing in the company and that is the profits of the company.
Investor Insights: Shareholding Pattern:-
In the last financial year, we saw the company’s profit growth of just 15% which is usually less if we look at the company’s data because we often see better profit growth of the company as compared to revenue growth. But we did not get to see these things in the last financial year. Because of this, investors will keep this thing in mind as well. And apart from this, about the share holding pattern of this company, if about the latest quarter one, then FI had slightly increased its stake in the previous quarter and has also increased it in this quarter but DI had decreased its stake in the previous quarter and it has been seen decreasing it in this quarter as well. So if you want, you can pay attention to all these things also. Everything else we have discussed is for educational purposes only and is not a recommendation or guarantee of any kind.