BEL LATEST NEWS 💥 DIXON Q1 | ETERNAL | TATA POWER | INFOSYS | HAL SHARE

0:03 Hello friends. So today is July 2, 2025. In this video we will talk about some important shares, some important updates , some important news. So let's cover one by one. Well one more thing friends, the topics or shares which we will discuss further in this video are not any recommendation or suggestion from my side to buy or sell. So you people should also watch this video for an educational purpose or news purpose. Ok? First of all, we will talk about ABT India LED share, a leading company in the pharmaceutical sector, which is quite expensive. By the way, today the closing was also in positive. So I am covering the shares of this company because the company announced a dividend of ₹ 475 along with the quarterly results. As mentioned in the title of this video. So the ex-date of that dividend is

0:50 coming close in no time. On 25 July 2025. So, it means you don't have much time in your hand. Today is 22nd July. So, it means if you purchase the shares tomorrow i.e. 23rd or day after tomorrow i.e. 24th, in these two days, you will become eligible. Apart from getting dividend of ₹ 475 per share, it is also true that the share is also quite expensive. But overall, the dividend yield of the share is quite high. Dividend yield is 1.39%. It is a big company. And recently you saw that the Government of India also announced PLI schemes for the pharmaceutical sector, for drugs manufacturing. This is today's update. I have already shared it in the first video. If we talk about the last 6 months, one year, it has given very good returns. Look at the recent stock, it is not much below its all time high. High is 37,000.

1:36 You will get the share in the range of approximately Rs 34,000. Ok? So keep an eye on it tomorrow. The company's results will be out soon and I hope that this time the company's results may be better. Ok let's move ahead. By the way friends, today the quarter one results of many companies have come out which I have already covered in the last two videos. Like you have got Paytm. Gave a great performance. Went straight from loss to profit. Well, I have also covered the IFC results in the last video. The results of many such companies have already come out. I have covered it. If you have not seen it please visit once and check it out. Well, Don's results were not actually covered in this video. See how the company's performance has been. So I think you guys might have heard it often. I keep saying again and again that there is

2:22 huge growth in the EMS sector, electronic manufacturing sector. There is huge demand. So see why I say you should just take a look. You will understand. Last year in June 204, Don 's total income was Rs 6580 crores. Note that this time there was a jump of almost 97%. 12836 crores. It's not that the last quarter was bad. The last quarter was also very good. Income of Rs 10,293 crore was generated. This time the company generated record income in its previous history. Best Ever generated highest income ever. Along with that, we did not see any major reduction in margins. It was 4% last year, it was 4% in the last quarter as well, the two quarters in between were also 4%, this time also it was 4%, meaning ultimately there was no major change in the margin and the income of the company

3:10 increased, now due to which what happened is that friends the net profit of the company has doubled, see last year the net profit of the company was 140 crores, this time it has increased to 280 crores, meaning the company has grown by 100% on year on year basis. Now you will say that Sir it is true that there was a very good profit on yearly basis and there was a decline on quarterly basis, tell me about that also. So yes, there has been a decline as well. Fell from Rs 465 crores to Rs 280 crores. And you should see the reason behind it, there is a reason. What is the reason that in the last quarter, as you would know, the company had generated income of Rs 265 crore through other income. So this is not operational income. There is others income. And if we

3:56 talk about last year the other income was Rs 16 crores and this time the other income is very less at Rs 8 crores. So, whatever the company has earned, it is completely through its revenue from operations i.e. operational revenue and along with that, this thing is also true. This time the company also paid a little more tax. Out of 23% tax, 19% was paid in the last quarter and 22% was paid in the last year. So overall, according to me the performance was quite good. Let's see, a lot will depend on what happens tomorrow and what kind of rating and target you get from the brokerage company. So according to me, if tomorrow there is a gain in the shares of Don, then its effect, that is, you will see the impact in the entire EMS sector because ultimately the market is the same, so along with Don, all the EMS sector shares that

4:42 you know, for example KNS has happened, SGS has happened, IS Electroplast has happened, Abar has happened, do keep an eye on them tomorrow, EMS sector is fine, well now let's move ahead, the next important update is Tata Pow, for the shareholders of Tata Pow, I would say that it is a little sad update. This is sad news. The sad news is that Tata Power works in every region of India. But a very important revenue source of Tata Power comes from Mundra Power Plant, which recently, friends, was shut down by the company. Did not extend further. According to Section 11, it was not extended further. Now whenever you extend it will reopen. Now where is the problem? This Munda Power Plant is so

5:29 important. Now please read this data. Through this power plant, the company is not discussing month or quarterly. So see, Hit Pat means profit after tax is likely to be between Rs 100 to 150 crore per month. Through this Munda Power Plant, the company generates a net profit of Rs 100 to 150 crore per month. Generates net profit, not income. So you can understand how vital it is to reopen this power plant, if this is done then it is fine, otherwise friends, you may see some adjustment in the shares accordingly, in the next few weeks, that is fine and the company's result is not out yet and

6:16 today the business was good, volume was also decent, deliverable percentage was also decent, 39 something, so for the shares, I would say that right now, if you see, if similar news comes, meaning there is a shutdown in future, then there could be a slight downfall in the shares here. For butt share hold the whitest level 400 which I have told you repeatedly before this. Okay, let's move ahead. Eternal, you must know that yesterday in the video at exactly the same time, I had already given you an update that look at Eternal, firstly the performance of which I would say was very bad. What we saw yesterday is Eternal's performance, profit on year on year basis 19 crashed 90%. Now the biggest question that arises is that Sir, the stock was in a boom on the last day too. Even today the stock rose by 10-11%, the stock touched its lifetime high. Brother, I am not able to understand what is the reason. So, the

7:01 first news, I had already given you yesterday that Eternal is the parent company. Try to understand. Many people are a bit confused as to what the issue is because the performance ultimately deteriorated. Eternal is the parent company. So, it has two subsidiary companies. One is your Zomato and the other is your Blinkit. This time, through Blink, the company has maintained a revenue growth of around 150%. Remember, Blinkit's contribution to the overall company has reached around 50%. And last night actually the company decided why not do Blinkit which will expand the business further. So, another subsidiary named Blinkit Food was opened as Holi On Subsidiary. So till now revenue was coming from both of these. It will

7:47 come from the next quarter, from the third quarter. So it means the overall valuation of the company has increased. And along with that, what got further triggered was that early in the morning today, just a minute, early in the morning, we got a good rating and target from the brokerage firm. Once again, let me show you which brokerage has given what rating target. Look, you can see the name Goldman Sachs. Goldman Sachs gave a buy rating with a target of ₹ 340. Apart from this, Blinkit is the same thing, the growth that has happened in Blinkit, again the subsidiary that has been launched, CLSA has given it an outperform rating, which is considered to be a very good rating, with a target of ₹385, apart from this, look at Gem Financial, Gem Financial has given a positive commentary, Emkay Global has given a

8:34 target of 330, see, the target of 330 is fine, earlier it was given 290, everything has been increased, ultimately good, talking about the rest, most of the brokerage firms are very optimistic in giving a positive rating, due to the target given and because the business of the company will increase, so what happened to the stock, it rose, it went up by 10%, the stock closed its lifetime high, okay, so keep an eye on it in the future as well, let's see what happens next, okay, let's move ahead friends, now let's see a little bit of the grey market premium of the IPO. Many IPOs will be open now like Repone BS SME IPO is running at a premium of 12%, Shallow Wrap Industries SME IPO is running at a premium of 12.05%, Achcha Patel Che Specialities IPO is running at a premium of 21.43%. Brigade

9:21 Hotel Venture Mellon IPO is commanding a premium of 17.78%. GNG Electronics 43.46% premium indic space mil ipo 9.70% premium Monarch 66% premium Savvy Infra 19.17% premium Rest are almost listed. Ok? Ok friends, let's move ahead to the next topic. But before that I would request all of you that if you have not subscribed to this channel, please do so quickly. What are you waiting for? It is absolutely free. I give you all the updates related to stock market, share market from time to time. Isn't it? So friends, do subscribe to the channel and remember not to miss our segment at 10:30 in the next video, in which we will give the next day market prediction, entire day's share budget update, whatever updates there are, I will

10:07 collect them all and give them in the 10:30 video. So do not forget to watch that and I have already uploaded the last three videos in which there are market related updates, results of some companies are out, there are some other updates, so do not forget to watch it. There is a small update on the bell, first you see here, Anand Rathi Anand 's Wealth Domestic Brokerage Fund has covered some defense sector companies on his behalf. He said that look for profit booking in BHEL and BAML and has given a buy rating to Bharat Electronics. has been rated. Ok ? Well, along with that, the company's results will be out soon. Remember the 28th. I will give you the update on the same day. Business was good as of today. Shares worth Rs 1 crore 24 lakh were traded. Delivery percentage of 47.69%. Well,

10:54 despite the recent repeated decline in the stock, we have also seen that the stock is getting strong support just above Rs 400 and the stock is holding. This is most important. Let's see, if the stock holds at 400 i.e. stays firm then it can give a good movement towards the all time high. Otherwise there may be some consolidation here. Why could this happen ? Because before the share touched the all-time high, you can see the recovery that it has done, it has recovered by 76%. It's not a joke it's a huge company, a big company. Is n't it? So after that do some consolidation, some correction console, this keeps going on. So this is part of the market. This is not out of the market and the company's results will be out soon. So whatever happens next will be seen based on that. Well next friends we will talk about a drone manufacturing

11:40 company Idea Farz Technology, today the result of the company is out and if you have shares of this company, I would say you can say that this is a little disappointing update, get mentally prepared that tomorrow there is a chance of some decline etc., till now the possibility seems to be the same. Well, just take a look at the results here. All the numbers here are in these millions of figures. Remember, all the numbers here are in millions of figures and I will tell you after converting them into crores. The company's total income dropped hugely. Hughes dropped at a massive rate. The total income of the company last year was Rs 92 crore. Remember 92 crores not 921 crores. 92 crores. It was 24 crores in the last quarter. The last

12:26 quarter was also bad. This time the company's income of Rs 16 crores did not remain silent. Income has increased means sorry income has fallen. Expenses increased, expenses increased. So ultimately what happened is that the company generated a loss of Rs 23.5 crore. 23.5 crores was 25 crores in the last quarter. Last year there was a profit of 11 crores, sorry 1 crore, yes last year there was a profit of 1 crore. This entire figure is in millions. Remember this. Ok ? There was a loss of Rs 25 crores in the last quarter. Loss of Rs 23 crores in this quarter and profit of Rs 1.1 crores in last year. So if we talk about the overall performance of the company, friends, it has been quite bad. Remember to

13:12 keep an eye on it for tomorrow. Okay next we move on. Many comments came on HL Hindustan Aeronautics HL that sir you have not covered it for a long time. Actually, there was no news so what should I cover? Isn't it? So friends, today there is an update. First of all, you see, this is today 's update, big boost for IAF from Indian Air Force, Centre to clear HLZ deal, speed up refueler AE W & C 22, what does it mean, I will explain it to you, just for a minute, see, in a significant push to enhance the Indian Air Force combat readiness, a committee has reportedly recommended the fast track induction of fighter jets meet air refueler

13:57 and air burnt early burning and control system and here, the total deal, friends, is in the final stage right now. Here you can see it properly mentioned. The government is now in the final stage of approving Rs 67,000 crore deal with HAAL for 97 Light Combat LCA Mark One, a status of which has been published by Hindustan Times report. Ok? So let's see what happens next. But according to me, the company is getting the orders. The order will be received in future also but it will be received in record time, which means as per the guideline given by the Defence Ministry that yes, it will have to be handed over to the Indian Air Force within this date, that is necessary. Ok? So actually it is getting delayed not just a little but quite a lot. The I

14:43 think company should pay attention to that. Well last and final update there is no one. Let me just remind you a little. Friends remember tomorrow is 23rd July and tomorrow Infosysed, the top company in the IT sector, its result for quarter one will be out and don't worry, I will give you an update on this channel. Even along with Infosys, results of many other companies and banks will be out tomorrow. I will give you all the updates. So, I would request all of you to please subscribe to the channel, friends. So let me wind up this video for now. See you in the next video. Take care, bye.