Intro & Disclaimer:-
Discuss some important companies and some important updates related to them disclaimer that all the company related news and updates that we will cover are only for educational purposes and for learning. Do not consider this as any kind of investment advice. You can also do your own research and analysis.
PME Energy LED – Major Shareholding Changes & Block Deal Update:-
Some important news and updates related to Premier Energy. Currently we are hearing some important news and updates related to Premier Energy.
Massive ₹629 Cr Block Deal in Q1:-
About quarter one only That means, in the period of quarter one, that is, from April to June, we got to see a news in Premium Energy and that news was of block deal in which we saw shares worth ₹ 629 crore changing hands. The name of the fund was South Asia Growth Fund, which had issued around 2.5 crore shares of this company and if we talk about the total outstanding shares or equity, then its 5.5% stake comes to 2.5 crore shares. Ok? Now the latest share holding pattern of this company has been updated. Where we have seen the public stakes in the company decreasing quite aggressively.
FIIs and DIIs Increase Their Holdings:-
And at the same time, we have seen the stakes of FI and DI increasing quite aggressively. Which, if seen in one way, can be a good thing as well. But in public the stakes are seen reporting a decline so severe that you can say that it has fallen. That is because the South Asia Growth Fund, which about, had sold 2.5 crore shares recently in the block deal, which we see in the public category of the company and currently, their 5.5% stake in this company was earlier around 11%. So this is something to note and FIs and DIs are seen strengthening their stakes in this company. He had increased his stake in the last quarter and has increased it in this quarter also. But this time we have seen more aggressive buying in comparison to the previous quarter. So this is a good thing we can say on behalf of FI and DI. The thing to note here is that FI and DI have increased their stakes in this company in Q1, Q1 is the period in which we heard a lot of negative news related to this company. There was a news in this that incentives would be cut. Because of the new bills we have seen in America, the government wants to reduce its spending. Due to this, the incentives that companies in these sectors used to get will be seen being cut phase wise in the future.
Due to this, it was expected that in the future, the growth of Premier Energies or Wari Energies would be seen slowing down. But still we have seen good interest from FI and DI. So this is a good thing we can say if we look at it from the business point of view. So you should do research on all these things once. There are no recommendations. You can also do the analysis yourself.
Reliance Industries – Potential Entry into Global Textile Export Market:-
The name of the next company is Reliance Industries LED. Now is that news accurate? So let us understand that. But for now understand one thing that when you look at the total business of Reliance, you will also find the name of textile in it. But whatever revenue the company gets from textiles, they can say that it is nothing for the company. But it is possible that in the future you may see the company’s presence in textile becoming even stronger.
Global Textile Trade Shifts: A New Opportunity for India:-
You should also understand about one country. If about the total global market industry, sorry if we talk about global glory industries then if we look at the biggest position there, then China has the biggest position. After that we get to see many more Asian countries. About Vietnam, Bangladesh, if you look at the data till 2024, China is on top. But Bangladesh had 7.9% market share. If we talk globally, whose? of the cloth industry and it was holding the second position. Now look friends, what has happened recently is that we have seen a trade agreement being signed between the US and Bangladesh. In which the US has imposed a tariff of 35% on Bangladesh. According to reciprocal tariff the number was 36%. Right now it is 35%. But if we look at it in terms of earlier times, then this number is very big. Now 35% tariff has been imposed. That means, we can say that whatever textiles were exported from Bangladesh to the US will be 35% more expensive. It may be even more than that. But you can say 35-35% minimum. If companies reduce the prices of their products to save this thing then that is a different issue. But if we look at it according to the current price, it will be 35% more expensive.
AOK Industries – Reliance’s Presence in Textiles:-
So because of all these things, this is an opportunity for our domestic companies which basically deal in textiles. Now if we find that the tariff deals between India and the US are better in comparison to Bangladesh, then in that case India can get a very good opportunity. In which thing? Some companies can gain good advantage in the export of textiles. In which one company is Reliance Industries LED. Now, some companies of Reliance Industries are also listed in the market which work in the textile sector, in which you will also find the name of AOK Industries. Financially the company is not stable at all but the only plus point is that it is a Reliance company. Reliance has not yet made much of a presence in the textile sector nor have we heard any news related to the company yet. But all these things related to tariff can benefit Reliance. So it is possible that in the future we may see Reliance Industries giving us some big news related to the textile sector as well. So you can keep this thing in mind. But yes, there is no recommendation to take all these things for educational purposes. All things are for learning only.
KPIT Technologies – Slowing Growth & Upcoming Earnings:-
About KPIT Technologies if you look at the numbers in the company’s report of the last quarter, if you look at the record of the last few quarters, like you can say the record of the last 15-20 quarters, then the growth in the last quarter was the slowest. The company had shown only 16% growth and it can be said that the company has never shown such growth in the last 3 to 4 years.
Slowest Growth in 3 Years:-
It may be visible in four years but if we talk of 3 years, such growth of the company has never been seen before. Now if this company is known for reporting good growth consistently and at this time, due to global uncertainties, the company does not have any clarity from the client side and due to this the company did not give us any specific guidance regarding the financial year 2026 after the earnings of quarter 4, but if we about the brokerage house, the first half is going to be weak for the company, the company will be seen improving in the second half and this was the statement of JP Morgan that in the data that KPIT Technologies will report for quarter one, the numbers of the company’s revenue and profit will be seen falling on Q1 Q basis.
Important Date – Q1 Earnings on July 30:-
Now if we see this thing for the first time in the last 3 years, then it was seen in Q4. Sorry was seen in Q3 and the company showed good numbers in Q4. And this time if the net profit of the company is seen falling and the revenue is also seen falling then in that case the numbers will not be considered good at all as far as think. And if we about the earnings date of this company, friends, that too has been released. July 30 is the company’s earnings date. Ok? There will be a board meeting of the company on this day. In the outcome of the board meeting, you will see the company reporting the results of Q1 and it is possible that along with the results, you may also see the company announcing how much growth you can see the company reporting in the financial year 2026 or how we will see the year 2026 of the company. So because of this, we may see all things getting clear on July 30. If you are an investor in KPIT Technology and waiting for guidance then keep this thing in mind.
Rot Pumps – Announces 2:1 Bonus Issue:-
About the next company whose name is Rot Pumps. Recently the company has announced bonus in the ratio of 2:1. In which the company has decided to give two equity shares to its investors in exchange for one share. And its record date has been announced by the company which is 11th July i.e. any shareholder who is there before this date will be fully eligible for this bonus in the company.