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0:03 Hello friends. So today is 20th July 2025. Friends, for the last two and a half weeks, we are seeing the market sometimes up and sometimes down, sometimes correction. Like just pick up the last day and see. Nifty 50 crossed the most important level of 25,000 and closed below it. Now look, there are many various geopolitical issues behind this. Isn't it? No, tariff happened, trade war happened, trade deal happened, sensation happened. So along with Nifty 50, similar movement was seen in most of the sectors. Along with that, if I say that the decline in the defence sector is a bit more. So I think I am not wrong. Isn't it? If we look at HL in the big defense companies, it was running above 5,000, but from there, see, in the first half of July, it

0:48 fell by 7%. This means that defense stocks have fallen more than the fall in Nifty 50. You look at the vine. BHEL recently touched its all time high i.e. peak, by going above 430, after that, see, it also fell by 8-8%, this is the same movement of the last two and a half weeks, if you talk about Majga Dock, then see, Majga Dock was trading above 3300, from there, it fell by 10%, Majga Dock fell quite a lot and if we talk about BDL, see this also, you will see some decline in almost all the defence stocks, now you look at this, Nifty 50 last day closing was 0.57% down, now what will you call this? NFT India Defense Index, the defense index of NIFI, that brother fell by 2.32%. So, it means that

1:34 if we talk about normal sector wise, Bank Nifty, Auto, FMCG, there is a decline of 1/2%, 1%, 2%, here the defense sector is seeing a decline of up to 2.5%. So, this is a problem. Look, there is a very simple reason behind this, listen with a cool mind and an open mind. Ok? Look, one very big reason is that the defense stock actually ran up a lot from February of 2025 till almost May-June. Ok? So here you can see that if we talk about big stocks like HL which recovered more than 60%, then obviously after such a huge recovery or after making gains, there is some profit booking and some consolidation. This is part of the market. Remember, we talk about the bean vine. BL is also a big company and if you look at the share of BL, if we compare it with the low of February-March, it has already gone up by 75-76%.

2:22 Same if you see Majga Dock BDL, all these shares have given a rally somewhere around 90%, some 80%, some 60% and some even above 100%. Ok ? After that a profit booking is taking place. So you can basically say that there is a rule of the market that immediate profit booking means after the sudden movement, some profit booking takes place. Well along with this, friends, there are some vital updates too. I will share a little with you. You take some notes. Ok? Well, this update that I am showing you is actually the update of yesterday, the 19th. It was quite late at night. What is the update? Government plans defence takeover of Lakshadweep Islands. Friends, you must know that Lakshadweep is a few islands in the western part of India. Ok? Now see, the thing about Lakshadweep is that

3:07 not many tourists go there. Behind him is Varius of Reason. Firstly, there is inflation there, which means you can say that the expensiveness is very high there. The expenses are very high. Because clean water is not available there. Hotels etc. or infrastructure have not developed that much. So due to which, in between we saw that when I thought about Maldives or no, I thought about Mauritius, you would remember the controversy that was happening, I think in 2023 or 24, after that we saw that some tourists had reached Lakshadweep but still, there are not many tourists there. Ok? Due to this the government here decided that why don't we use it for defence purposes and friends this is a very smart and strategic movement, I would say because the

3:54 location of Lakshadweep is very important because if the Indian Navy builds a base in Lakshadweep, then it can do surveillance from there. Meaning, he can monitor. If someone sucks too much then hold him as if he is a waste. Isn't it? He might even beat him. So, you can say that it is a very strategic location i.e. Lakshadweep. So I think this was a very smart movement by the Government of India or you can say by the Defense Ministry. Well, along with this, what I was just telling you is that there was a decline in the share last day. Defense Stocks C Profit Booking For Third Day BDL Data Pattern HL. So basically profit booking has happened here. Simply, there was no bad or negative reason behind this. Simple profit booking has happened and this is part of the market. Okay, see the third news.

4:40 This is very important. First you see this is it. This is also a recent update. Defense panel to set to clear purchase of arm drones to plug gaps. Look, if you look at today's date, the modern wearfare has changed to a great extent. Because about one or two decades ago, that is around the year 2000 or even around the year 2010, if you look at any war. There you will see that helicopter tanks and obviously planes were used even at that time. It is used a lot. Artillery is done. Ok? But if you look at today's date, you take up the recent war that happened between Russia and Ukraine. You pick Iran, Israel. You pick up the garbage from India. Here you will see that tanks have been used almost negligible, friends. There has been

5:27 almost no use of tanks. The helicopter which is an attack helicopter. So, somewhere or the other, the modern warfare is constantly changing and somewhere or the other, it has already shifted towards drones which are unmanned vehicles which are called UAVs. Ok? So here this gap is there or you can say this is such a huge market, to fulfill this gap look at the defense panel for clear purchase of ear drones to plug the gaps. So a plan to purchase this has been made by the Defence Ministry. Ok? Also see, this is yesterday's update. This is the update of 19th. See this latest update. Ok? So in the defense sector, especially the drone manufacturing companies, we will give some examples, there can be a very good growth based on that, friends. It is not going to happen immediately but you should know this much that

6:12 in the next four to ten years, you will see the drone market gradually expanding continuously. So it is clear that this is very important news. Well along with this the fourth news is also important. Why is this important ? Because see, when there was a war between Khachre and India, what I mean to say is India-Pakistan. So at that time we saw that India's missile defense system had surprised everyone because all the attacks by Pakistan using drones, missiles or any other weapon of this type were neutralized right in the sky, friends, and behind that, there was a very big role of

6:58 S400, along with that, our Akash Defense System also has a lot of importance. Apart from this Barack happened and there were many more. Ok? So what we have done now is that we have tested this Akash missile defence system in high altitude areas like Ladakh. In high altitude areas. So you can understand there, now you will say Sir what is the difference? No, there is a difference. In high altitude areas, there are many other issues related to oxygen. There is a shortage. Ok? Because you can understand that it is so high and it is also necessary there, friends. It is also necessary. Ok? Because it shares the border with China and Pakistan. So here you can see Akash Air Defence System destroy two high speed targets in Ladakh. So, even at that high altitude, this

7:45 Akash defence system properly destroyed two targets, friends. What could be better than this, brother? This Made in India product of ours, the Akash Missile Defence System, we have already seen that when there was a war between India and Pakistan, then it fully proved its capability before the world and now, friends, it is showing even more that it can work at high altitude and it is absolutely perfect with the sun, so its accuracy level is very good. So, friends, these are some important updates that I have shared with you related to the defence sector. Now look, tomorrow there are many more factors, I would say that it will depend on which way the market will move tomorrow or if there is

8:32 any other news related to trade deal tariff, so I think that if everything goes well, please listen to me carefully. If everything goes well, then there could be a slight bounce back in the defense sector tomorrow as for a strong bounce back, first of all the quarter one earnings of the companies should be good, friends. Now at the same time it is also true that Quarter 4 was not very special for friends, especially for the big defense companies. You can check out HL. Friends, shares in every segment performed poorly. BL has still maintained its performance well. But what would you say to Majka ? Such a great company revenue flat margin is completely over. Profit fell due to increased expenses. The stock fell on earnings. If you talk about BDL, I think that BDL also has the

9:19 same margin issue on the margin, so if the performance of defense remains good this time, then it will become smoother for the defense sector. It will become easier to regain further. This is also true that if we look at it immediately because it has just recovered, then from March till around May- June, some profit booking is taking place. Console sorry consolidation is going on right now. It is part of the market. Here you will simply have to test your patience. Ok? That is why I repeatedly tell you guys to have patience here. Have patience. It is not that the company is bad. All are good companies. You can understand that the market is expanding at such a fast pace. The market is continuously growing. There is such a huge demand in the defense sector. So obviously it will have to be supplied. And as of today, the policy of the Government of India is that most of the products should be Made in

10:05 India. So obviously the Indian defence firms will get a lot of work. So if we talk about HL, if we talk about bell, bell has given a closing a little lower last day and the most vital level for bell is already I have told you in a video last night that it is important to reclaim the level of 400, we also saw that the doc has again come below 3000, so it is necessary to reclaim 3000, well if we talk about BDL, BDL had moved a lot in between, it also set its all-time high by going above 2000, see this, at ₹296, further see, there was a decline in it and actually BDL had also moved a lot, that is, if you will see, the stock had moved 106%, so you should not just look at the decline, I mean see what is the problem of people that when the stock falls, then they repeat it again and again that sir it fell, it fell, it fell, it fell, hey, before that it has recovered by 106% or the return of 106% that it has

10:55 given here, you should also look at that. Obviously, after giving 106% return, there will be some profit booking, so you cannot say that I only want good things. I don't want bad things. Hey, if it is day then it will be night. If it is good then it will be bad. Ok? So this is ultimately the point. So after this surge, there will be profit booking. So you should be mentally prepared for this also. Now it is also true that after profit booking there will be gaining again. So what do you need for that ? Only and only patience is needed. Patience ok? If we talk about the solar industry, there are big companies in the private firms. We have also seen that it has fallen a lot in the last few times. Look, the share has reached 17,000. From there it dropped 15%. Now, what will you call this? This is a private firm. This isn't even government owned. The share fell by 15% because it had already started running. You should see this also. The stock shot up 104%. After running at 104%, it has fallen by 15%.

11:43 So I would say it is perfect. There is nothing wrong with this. And especially if we talk about drone companies, there is Paras Defence, ZenT, Daunacharya, there are many such companies which are doing excellent work in the drone sector today. So I would say keep an eye on this as well. Ok. So friends, I think that all the updates related to the defense sector have been cleared and I think that all your queries are clear. Still if you have any confusion or doubt, please tell us by commenting. And friends, if you have not subscribed to the channel, please do so quickly and remember not to miss tonight's video at 10:30 pm, on which we will thoroughly cover and explain the next day market prediction, i.e., which way the market can go tomorrow, Nifty Bank Nifty analysis, share budget updates of the entire day. Do not miss that video at all. Ok? So see you in the next video. Take care. Bye. Jai

12:30 Hind.