Reliance Infrastructure in Focus with ₹20,000 Cr Defense Deal:-
Some important companies and some important updates related to them The name of the first company is Reliance Infrastructure LED. All the company related news and updates that we will cover are for educational purpose only. Do not consider it as any kind of investment advice. About Reliance Infrastructure. Because of this news, you got to see this company remaining in focus also. Now is the news accurate? So at present it will be seen here that this company has entered into a partnership with a US based company. Now, on the basis of this partnership, this company is going to do the work of defense repair and upgrade service. Let us understand this thing a little better. In that, Reliance Infrastructure is getting a contract worth Rs 20,000 crore from a US based company named Coastal Mechanics. Now what is this MRO market? So M means maintenance. R means repair and O means operation. So Reliance Infrastructure is gaining a contract of Rs 20,000 crore of this market from Costal Mechanics Company which is a US based company. Which means that Reliance Infrastructure is seen getting a contract worth around Rs 20,000 crore from the defense sector. So it is obvious that if we look at this news from business purpose then we can consider it positively.
NCC Bags ₹1,690 Cr Order – Growth Story Intact, But Slowing:-
About the next company whose name is NCC LED, friends. Now we are getting to see a news related to this company also. This news is also related to business. We can say this because this company has stated that it has gained an order of ₹1690 crore in the month of June and the order detail of ₹1690 crore which this company has mentioned , let us also see from where this order has come. So, it is mentioned here that the order received by this company is from a construction company which works in the building division. So, of course, if we look at it from a business point of view, we can consider this news as good. About the business of this company in the last 5 years and last 3 years, then it has done very well. In the last 5 years the company’s revenue growth CAGR is 20% and profit growth CAGR is 19%. If you look at the 3-year CAGR, you will see 26% revenue growth and the company has grown its profit at a CAGR of 35%. And this is also respected by the complete stock which you can also see the clear cut 3 year CAGR and 5 year CAGR. But if you look at the CAGR of the last one year, it appears negative. Now one of the biggest reasons for this is that the company has done good business in 5 years and 3 years but the growth seen in the company’s business in the last 1 year is not like before. The company’s revenue has grown in single digits while the profit has seen a growth of only 12% and due to this, we have seen the company’s valuations falling significantly. And one more thing we get to see in the share holding pattern of this company, which as an investor you can note if you want. If you look at the holdings of FI in this company in the financial year 2022, it was 9.77%, after that look at the stakes of FI in every quarter, we have seen a tremendous jump in the stakes and till FI 24, the stakes of FIS in this company were 27.33% and after that look at the next four quarters. The FI stakes were pretty severe and we saw them go down pretty fast. That means FI has withdrawn a huge quantity from this company. We are seeing its clear impact in the stocks as well and FI basically prefers investing in growth companies and that has not been seen in the last one year. So, for this reason, this can be considered a reason for the selling of FIS also.
BSE and NSE See Volume Spike – A Good Sign for Q1 Numbers?:-
But don’t consider this as a recommendation. About BSE, do you all know what is BSE? What is an exchange and how does an exchange make money? The higher the volumes, the better this business will do. And friends, if we talk about FI 25, then this company did very good business in the first half. In fact, the company did very good business in the second half also because the company got higher volumes due to change in expiry. But ultimately in the second half and if you look at the volumes of the stock market, it did not do well at all. Due to this, in the second half, we did not see good numbers from maximum companies related to the capital market. So now the data that we are seeing is of quarter one, in fact we cannot call it quarter one because we are seeing the data of May and April only. Sorry, only data for April and May is visible. June data is yet to be updated. Data has been published by ICICI Securities that the derivative volumes of NSE and BSE have seen a surge again in the months of April and May.
About June, we have seen these things falling a bit in the early zone. Now explain its reasons to you also. Look, if you look till March, you will continuously see the market under pressure. There was some recovery in the market from April. Recovery was also seen in May. In the second half of May, the market was seen performing a little weak and you saw the effect of the same in the beginning of June, which ICC Securities is also mentioning and currently friends, if you look at the exact data of the volumes, it has been mentioned that both NSE and BSE have seen a strong recovery in their FAO volumes in April and May 2025. If about the second half of FI 25. About NSC, then if we compare these 2 months’ volumes with the second half of NSC, the number is 5% higher. That means we can say that there is a quite good recovery. But if we talk about BSC then its recovery number is higher in comparison to NSC. Now the exact recovery seen in volumes in BSE is 52.8%. If we look at the data of April and May months of volumes of BSE’s derivatives market, then take any example of that number, it is 100, okay, and if we compare this with the second half of F2, that is, Q3 and Q4, then we are talking about 6 months. We can tell you that the data of 6 months is 52.8% less than the data of 2 months. Or we can say that this data of 2 months is 52.8% more than the data of 6 months. So, we can expect that in the numbers of quarter one, due to good volumes, we may witness good earnings in these two companies. That means their revenue and profits can be good reports. Only when the results of the remaining quarter one come out, we will be able to know the final things.
Apollo Hospitals Approves Demerger of Digital & Pharmacy Units:-
About the next company the name is Apollo Hospitals Prices. Now this company was in tremendous focus today because we are hearing news of a demerger related to this company. At present the board of the company has given its approval for the demerger. Demerger of what ? Of its digital business and pharmacy units. That means, basically Apollo Hospital runs multiple businesses. So there is a digital business and there are pharmacy units. By demerging both of them, it will create a separate entity in future. As we see in Tata Motors. Tata Motors will list both its passenger vehicles and commercial vehicles separately by creating separate entities. That means both became different stocks. We can say this. And we will see the same thing happening from Apollo Hospital also. The board of the company has already given approval for this. Now it is not like that, if approval has been given then listing will happen tomorrow itself. There are many more formalities which take a year or a year and a half. So a long time frame is still going to take place from here. But the board has given approval. So we cannot say that it will happen soon, but yes we can say that at some point of time you will definitely see this demerger happening.
NTPC Green Energy Starts 64.7 MW Solar Project in Gujarat:-
About the next company whose name is NTPC Green Energy. Now this company has given news to friends about starting its business. About starting a business or starting our commercial operation; the company has started starting a capacity of 64.7 MW. Rhe company had got 1255 MW solar power project in Gujarat which the company will complete phase wise. So its first phase is of 64.7 MW and the company has started it. The company has updated the business related highlights. You can keep this thing in mind if you are an investor in it.
Bharat Electronics Secures Additional ₹528 Cr Defense Order:-
About the next company the name is Bharat Electronicsed. About Bharat Electronics, then this company is seen updating us with news related to an order. The company has received an additional order worth Rs 528 crore. On June 20, the company issued a news update. In the news the company had talked about the order and apart from that the company has received an additional order of Rs 528 crores. We can say the same thing to the same client. And because of this, this company was also in focus today because of the news update given by the company.
IREDA Reports 27% Growth in Loan Book – Market Responds Positively:-
About the next company whose name is IREDA i.e. Indian Renewable Energy Development Agency Limited. Today, you can say that yesterday the company gave us its quarter one business updates, in which we have seen a growth of 27% in the loan book of the company; on year-on-year basis, we are seeing the company’s loan book of Rs. 7960 crore; if about many other parameters, like how much loan the company has sanctioned, then a number of Rs. 11740 crore is seen in it; last year it was Rs. 9136 crore, which means, on year-on-year basis, the company has sanctioned 29% more. So, we can expect that if the market likes this number, then we will see better market expectations from quarter one. If we compare according to the last few quarters.
But it is not that the company has reported bad numbers in the last few quarters. The numbers have been good. But the market didn’t like all those numbers. But this time the market has shown a good response after seeing the business updates. So it is possible that the market expectations may be different this time. In comparison to the rest of the quarters.
CG Power Eyes ₹3,000 Cr Fund Raise via QIP:-
About the next company whose name is CG Power and Industrial Solutions.This company has given an update related to a fund raise and you will find the detailed information related to the fund raise mentioned here. Currently, this company is planning to raise funds or we can say it is focusing on raising funds and this number of fund raising may be around Rs. 3000 crores which we can see through Qualified Institution Placement i.e. QIP. Now all these things are something that he can say, it is not official news. The company is paying attention to this. That is, we can say that these things are being heard through reports at the current time. It is possible that this may be made official in the future and it is also possible that the company may be seen denying this thing. Rest, if you are a shareholder then you can note this thing. If you are not a shareholder, you can ignore it.