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0:03 Hello friends. So today is 15th August 2025. Friends, first of all I want to show you an old news. This is the news of 6th August 2025, at 8:58 pm. Well, we saw in the news that day Donald Trump imposed additional 25% tariff on India and made the total tariff for India 50%. After that we saw that the Indian side countered by saying that this tariff has been imposed on India by the US. Completely unfair, unjustified, unreasonable. So friends, in very simple language, if I ask you, Sir, tell me, this tariff of additional 25%, total 50% has been imposed on India. Why did it happen? What was the reason behind this? So, everybody knows it simply. You also know that India purchases oil from Russia at a cheap rate i.e. at a
0:50 discount, and the US claims that in doing so India is funding Russia and the same funding is somehow dropping shells on Ukraine. Isn't it? This is exactly what was said. So friends, what do you think? This threat was made on India that 50% total tariff was imposed, so did India stop purchasing oil from Russia ? What do you think? Friends, you must be aware of the type of news which I have been sharing with you repeatedly before this. I told you again and again that this time India's stand point is very clear, absolutely clear that India is not going to back off this time. Meaning, I am not going to do a bowdown. Especially I said this in front of the US. And friends, I would say that the data that has been released today will literally make you
1:36 feel proud and will also shock you a lot. It will shock you because the topic we are talking about is the US, friends, look, the US is not a small country. It is the largest economy in the world. Now, if the US goes against someone, then that country gets its moon bent to a large extent, i.e. 90% of the moon. But friends, India is not one of those who bow down. India belongs to those who bow down. Friends, this is today's latest data which has been shared on Independence Day. Look, business as usual India produced just 2 million barrels per day of Russian oil in August and literally friends, when I show you the figures, how much it has increased and where it has reduced, you will literally be shocked and will also feel very proud that India did not shut down and
2:23 see, this is today's update. You can see it clearly here. Ok? So look here, the first thing is that India is still continuing purchasing oil from Russia. That too at a discounted price. Ok? And along with that, look, this is the data for the month of August at 2 million barrels. The month of August has not even ended yet. Half a month is over. Today 15th August is India's Independence Day. So the tariff has already been imposed on India till half of August. Despite that, friends have purchased 2 million barrels per day. Well you will say sir its okay. So how much was it in July? So let me show you the data for July also. Just a minute. This data was 1.6 million per day in July, sorry 1.6 million barrels per day and which has increased to 2 million barrels per day in the month of August. So, you are able to understand that
3:08 India is saying that brother, impose 50% tariff on us, now we will buy a lot. Now they will buy openly and fund Russia. And friends, you will be surprised to know because see, if you assume that India needs 100 barrels per day, then if it is purchasing more and more from Russia, then it will have to reduce it from somewhere, it is not so, it is not possible to purchase more and more from all sides, if we are increasing the purchase from Russia, then it will have to reduce it somewhere, so do you know from where is it reducing, you can also take a look at this data, it has been shared, Iraq, first of all India purchases oil from Iraq, purchases crude oil, so before this, here actually this data is a little bit of a printing mistake, remember 9 lakh, 9 lakh barrels per
3:56 day, the purchase that it was making in the month of July has now declined to 7300 barrels per day. Apart from this, the 7 lakh barrels per day that India had purchased from Saudi Arabia last month has been reduced to 526000 barrels per day. So, it means it got reduced from here and where have we increased the purchases ? From Russia. Purchases from Russia increased. And friends, a living proof of this, yesterday we saw that one of the biggest refinery companies of India, IOC, its chairman has clearly given a message to the stakeholders of the company and also to the people of India that there will be no pause on Russian oil import and India will continue to import based on economic ratio, so here,
4:41 after looking at the data, we are already understanding that no, friends, India is still making purchases. So, friends, many companies will benefit from this somewhere or the other. Remember, this action will benefit many companies of India. Let me tell you about that in a little detail. Friends, first of all if you look at quarter four and quarter one, look at quarter four and quarter one, if you look at the results of the oil sector or oil companies or oil refinery companies in India, especially, their results are happening at a rapid pace, they are making bumper profits and there is a big reason behind that profit, friends, OPM margin, what is OPM margin, whenever you review the result of any company, you must know I repeatedly tell you that look, this is your total income, after that
5:26 what is left after deducting the expenses? Operational profit margin. Ok? So the broader it is the better. How will Broad be now? If the expenses of the company are reduced. Isn't it? So if you look at most of the oil sector companies, you will start with Reliance. If you look at Reliance, do you know how much the margin has increased? See, there is another reason behind the increase in profit by 69% because we had sold our stake in Asian Paints, that is a different matter. But the operational profit margin, net profit, has increased significantly. It has reached above 69%. Still I would say that you have seen less of Reliance here, why the increase? Because Reliance mainly collects and generates revenue from O2C only. But apart from that there are other businesses too. Ok? That too is an add. Due to which you did not get to see that much gain. Same, if you see, take a
6:11 look at the performance of BBCL this time. Revenue Friends, if you see flat revenue, there is no change in it but as soon as you check the margin, it has reached 142%. This time the margin increased by 142% and due to which if we talk about profit, the revenue increased flat by 140%. what is the reason? The simple thing is that operation profit margin and net profit margin have all increased. Well, apart from that, there is another example. You can check it if you still have any doubt in your mind. HPCL is also a big company in its sector. If you look at this, this time this is the report of your quarter one revenue for the month of June, you see it is almost flat, there has been no major change, as you check the margin, it has increased by 500%, it has increased by 566% and look at the profit, it has increased by 548%, so the main credit for this goes to
6:56 whom, the cheap oil that India is purchasing and it is continuously increasing, so clearly the indication here is that all these companies will get benefit in the future as well, look at last day the result of your Indian Oil was out, we saw Indian Oil in quarter four as well, if you look at it, it is a big company of its sector, look at the quarter four of Indian Oil, there was a 60% margin increase in this quarter four, even last day we saw the performance of the company was also very strong here, there was an increase of 83% in the profit on year on year basis in quarter one, the reason behind it was the same because the margin is going to be very broad, so ultimately what I mean to say is that this India is without any hindrances, that is, threats. So, sometimes it is coming from NATO, sometimes from the European Union, sometimes it has been imposed by the US, 50% of it will be implemented very soon,
7:44 so despite that India has not bowed down, friends, India has not backed off, it is continuing to make purchases, through that all these private and PSU companies will get a lot of benefit, well friends, take one more important report, India is also in talks with many other countries to counter the US tariff or you can say to bypass it, like, FTA has already been signed with the UK. The free trade agreement has been signed. And talks are going on with many countries in the Middle East. With the free trade agreement. Ok? See here the latest update India to fast track FTA with you Friends, you may soon sign a free trade agreement with the European Union too. Oman is done, New Zealand is done. So look at diversified exports. So, India is now trying to diversify its exports further to counter the US tariffs.
8:35 Look, this might take some time. This is not going to happen overnight or within a few months. It will take time but still I would say that India may face a slight blow due to US tariffs in the short term. But it is certain that if India does not bow down or if India does not back off then somewhere or the other it can give a lot of benefits in the long term and in such a situation, tonight's meeting between Putin and Trump, I would say, is the most important meeting of this year and the outcome of it, friends, will to a large extent define India 's economy or which way the Indian share market will move next week or which way the world share market will move. Ok? So if this meeting is successful then it will be good for India also. I would say it is good for India too. The tariff can be
9:22 reduced because you can say anything because today India trades a very huge amount with the US and India is also in a huge surplus of around 46 million dollars, sorry around 46 billion dollars, so it will be a little safe somewhere. Let's see what happens. Basically, you will know the outcome of this meeting tonight itself. Ok? So the point is that India is continuously purchasing oil due to which these oil refinery companies will get a lot of benefit and in the future their profitable ability will increase further and the margin will become even more broad. Ok so friends, all of our eyes are on the outcome of this meeting tonight. So whenever I see the news is out, I will share it with you immediately. Ok friends if you have any confusion then please
10:08 tell me by commenting. Well, before winding up the video, friends I would request all of you that if you like the video then please like the video and please subscribe to the channel to get such informative videos everyday and remember do not forget to watch tonight's video at 10:30 because today due to Independence Day the Indian market might have been closed but the markets of the whole world are open, the US market will also open in the night and there I will also share the advertorial version of some Indian companies with you, ok and I will give you all the geopolitical updates, so take the update, so for now I am winding up this video, see you in the next video. Take care, Bye Jay