सरकार की बड़ी घोषणा 🔥 SHARE MARKET LATEST NEWS TODAY | STOCK MARKET INDIA

Brief Summary

This video provides a detailed analysis of the quarter one earnings for several major Indian companies, including Ambuja Cement, Hindustan Unilever (HUL), Eicher Motors, Maruti Suzuki, TVS Motor, and Sun Pharma. It also covers recent government clearances for railway projects and discusses potential beneficiaries in the railway sector.

  • Analysis of Q1 earnings for major companies, focusing on income, margins, and net profit.
  • Discussion of government clearances for multi-tracking railway projects across six states.
  • Identification of potential beneficiary companies in the railway sector.

Ambuja Cement Q1 Earnings Analysis

Ambuja Cement's quarter one earnings show excellent growth both year-on-year and quarter-on-quarter. The company's income increased to ₹10289 crores, and its operational profit margin rose from 15% to 19% on a yearly basis. Although the net profit saw a slight decline on a quarter-on-quarter basis due to lower income from other sources, the overall results are positive, suggesting potential gains in the share value.

Hindustan Unilever (HUL) Q1 Earnings Analysis

Hindustan Unilever (HUL) maintained good income growth, increasing from ₹15707 crores to ₹16514 crores year-on-year. While the margins experienced a slight hit, decreasing from 24% to 23%, the net profit increased due to lower tax payments. Despite being in the low-growth FMC sector, HUL's performance is considered satisfactory, with potential influence from brokerage ratings and targets.

Eicher Motors Q1 Earnings Analysis

Eicher Motors experienced decent income growth on a yearly basis, with income reaching ₹5442 crores, but saw a slight decline on a quarterly basis. The margins shrunk from 27% to 24% year-on-year but remained stable quarter-on-quarter. The net profit increased to ₹1215 crores, supported by increased other income, though taxation differences led to a slight fall on a quarter-on-quarter basis.

Maruti Suzuki Q1 Earnings Analysis

Maruti Suzuki's income decreased slightly on a quarterly basis to ₹38,605 crores but maintained decent yearly growth. The operational profit margin is shrinking due to increased expenses, but the company generated good income through other sources. The net profit was ₹3792 crores, beating market estimates of ₹3181 crores, with overall growth maintained at around 2%.

TVS Motor Q1 Earnings Analysis

TVS Motor showed income growth on both yearly and quarterly bases. Margins increased slightly on a yearly basis but declined slightly on a quarterly basis. The net profit was ₹643 crores, showing very good yearly growth of around 35%, although there was a slight decline on a quarter-on-quarter basis.

Sun Pharma Q1 Earnings Analysis

Sun Pharma's income increased from ₹12,653 crore to ₹13,851 crore, with good growth maintained on a quarterly basis. Margins also increased, but the net profit fell significantly on a yearly basis to ₹293 crores due to higher tax payments and losses in other income segments.

Government Clearance for Railway Projects

The Indian government has cleared four multi-tracking railway projects across six states (Maharashtra, Madhya Pradesh, West Bengal, Bihar, Orissa, and Jharkhand) with a total valuation of approximately ₹11,169 crore, covering 574 km. Additionally, the Railway Ministry announced plans to produce 17,000 non-AC coaches in the next five years. Companies like IRFC, RVNL, RITES, and BEML are expected to benefit from these projects. BEML, which manufactures coaches and serves both the railway and defense sectors, presents dual benefits.

Summarize any YouTube video in seconds

Get summaries like this one for any video, in your language, with the free Summ app.

Download on the Apple Store
Get it on Google Play

Transcript

Full transcript of “सरकार की बड़ी घोषणा 🔥 SHARE MARKET LATEST NEWS TODAY | STOCK MARKET INDIA”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.

0:03 Hello friends. So today is July 31, 2025. So friends, in this video we will talk about some important topics of today. There are some important updates, some important news. So let's cover one by one. First of all, today friends, we will talk about the quarter one earnings of many companies which have come out, I have already covered two-four companies in the last video. What will the rest do in this video? First of all we will talk about Abuja Cement. Although the stock closed today down by about 4.5%. Let us see how the company performed in quarter one. So look, here I have opened many quarterly results in front of you. Basically we will do the same year on year comparisons as we normally do on a quarter on quarter basis. Well, one year ago, i.e. in June 204, the total income of Ambuja Cement was ₹8392

0:49 crores. That's ok. In the last quarter i.e. Quarter 4, the total income of Ambuja Cement was ₹981 crores. In the current quarter i.e. quarter one, the company's income has increased to five digits and reached Rs 10289 crores, meaning on one hand the company has maintained an excellent growth on yearly basis. Along with that, we have also maintained excellent growth on quarterly basis. So it means the company has passed the income segment. It has grown very well. Well after that come to the company's margins. It is not that the margins got worse. The margin is excellent because see, we are a big company, we generate income worth thousands of crores, the company's margin increased from 15% to 19% on yearly basis, the operational profit margin was maintained by the company on quarter on quarter basis,

1:34 okay, now let's go down and see the profit of the company, friends, you will see a bit up and down, first you understand, last year, that is, in quarter one of 204, the net profit of the company was ₹783 crores, this time it is ₹970 crores, okay, on yearly basis it was good but on quarter on quarter basis it declined a little bit. Well, first you should see why it declined because in the last quarter the company had actually generated a lot of income through other sources of income. As you see today, we have generated an income of Rs 300 crore through others income, in the last quarter we generated Rs 713 crore and last year we generated Rs 358 crore. Due to this, a gap has been created in the net profit on a quarter on quarter basis. And the same gap was also seen in profit before tax. Even there has

2:20 not been any major change in taxation this time. There is a difference of only 28 27%. So there has been a slight decline in the net profit on quarterly basis but on yearly basis it is exactly the same. Ok? Meaning, as there was growth in income, there was growth in net profit as well. So friends, keep an eye on Ambaja Cement shares tomorrow. Now let's see what the market sentiment will be like tomorrow or what kind of rating and target is given by the brokerage firm. Then many things will vary on that too. But I think that if we talk about the overall results of the company, I feel it is fine. So if everything goes well then there could be gaining in the share. Well, next we will talk about the market leading companies of the FMC sector as well as part of Nifty 50. Although there has been good movement in the FMC sector today. HL is also a reason because it is a part of Nifty 50. It closed up 3.5%.

3:05 Let us first check how the company performed. Look at quarter one, in June 204, a year ago the total income of Hindustan Newspur was Rs 15707 crore, from there this time it has increased directly to Rs 16514 crore, so the company has maintained good growth in the income segment. Well one more thing I want to tell you friends that you should never expect too much growth in the FMC sector and seeing that, it is seen only in very rare cases that it has increased by 50% or 100%. FMC sector falls in slightly low growth sector. Ok? So in this case if we talk then it is ok? According to me, this growth that is happening on year on year basis is perfect. Even on quarter on quarter basis the company has maintained good growth. It has increased from Rs 15670 crores to Rs

3:50 16514 crores. The margin actually got hit a bit this time. The margins shrunk a bit. That too, last year's margin was 24% on yearly basis. This time it fell to 23% but the company maintained it on quarter on quarter basis. Ok. Well, let's go down and see how much the company's profit increased or decreased. So here friends you will be able to see that the net profit of the company has actually increased. Now there is a secret behind the increase. What is the secret? Because if you look at the company's profit before tax, that is, the profit before taxation, there has been a decline. Actually this time the government had to pay slightly less tax. How much? 16% How much did you give last year? 26% in the last quarter, 26%, this gap is actually

4:36 clearly visible in the net profit. Net profit increased from Rs 2612 crore to Rs 2768 crore on quarter on quarter basis. Ok let's see what happens tomorrow. Now the company is a good company I would say. But it is FMC sector, so it is a slightly low growth sector. Keep this in mind as well. And a lot of things will vary depending on the rating and target that comes from the brokerage tomorrow. Ok, next friends we will talk about Ish. Ok, Ishir Motors shares might have fallen a bit in the beginning today but a decent recovery was seen after that. ok let me take you first to the results of ich motor. After that we will discuss the rest. See, the total income of Motor in last year i.e. in June 204

5:21 was ₹4393 crores. In the last quarter it increased to 5241. But this time an income of Rs 542 crores was generated. So, on one hand you are seeing decent growth on yearly basis. But you are also seeing a slight decline on quarterly basis. Meaning, we saw a little, not too much, but a little decline on a quarterly basis. Okay now come to margin. The margin has actually shrunk a little bit on an yearly basis. The margin fell from 27% to 24%. But if we compare two back to back quarters on quarter on quarter basis the company's margins are the same. Meaning hold it at 24-4%. Well after that, if we talk about net profit in the last year, that is a year ago, the total net profit of i Motors was ₹ 1101 crores. From there it has increased to

6:07 ₹125 crores. So overall, even though the margin dropped, we still did not see any major change in the profit. Why couldn't I see it ? Come let me explain that to you as well because this time, there was a slight increase through others income and along with that, a huge gap was seen in the total income here. Look, the total income has increased. Where is 4393 crores and where is above 5000 crores. Ok? So if we talk overall, even if you look here the margin has fallen a bit. But still there is no change in net profit on yearly basis. Same to same jump was seen. But it fell a little bit on quarter on quarter basis. See behind this, taxation is also a reason because you can understand that in the last quarter the company paid 18% tax to the government, this time it has paid 24%, so there is a little gap here as well, so that's it

6:53 friends, how did you like the result of motor, tell us by commenting, well let's move ahead, next we will talk about another auto company Maruti Suzuki India, by the way, today the results of many automobile sector have come out, there is one more in the future, keep watching, well look at the performance of Maruti Suzuki, this is also a part of Nifty 50, today the results of many Nifty 50 companies have come out. Well, in June 2024 the company's income was ₹35,779 crores. In the last quarter i.e. March 2025, the income was Rs 40,920 crore. Unfortunately, this time the company's income fell slightly on quarterly basis. 38,605 crores but on yearly basis we have kept it a decent growth company. Ok. Ok one more thing I want to show you guys. Actually in quarter four and

7:40 quarter one, in the odd mobile sector, sometimes there are some companies, I would say not all the companies but some companies, there is a little gap. This has happened before and has happened this time too. Ok? Like it happened with Maruti Suzuki. Talk about good margins. Margins are a huge issue going on. Not only for Maruti Suzuki or other auto companies but the same issue was seen in many industries. Due to significant increase in expenses, the operational profit margin is actually shrinking. It is constantly getting worse. But this time Maruti Suzuki generated very good income through others income. It has increased from Rs 10,118 crore to Rs 10,924 crore on yearly basis. And also look at the net profit of the company. Last year it was Rs 3760 crore. This time 3792 crores. But there

8:25 is a twist here. What's the twist? Let me explain to you. Just wait. There has been a slight decline on a quarter on quarter basis. Actually the twist is that the market estimates were much lower than this. What was the market estimate? First you look at the market, that is the estimate that came from the brokerage firm was Rs 3181 crore. 3181 crores. But actually the net profit generated by the company was much higher, from Rs 3181 crores to Rs 3712 crores. So, it means that the market estimates were beaten handsomely. On top of this, growth has also been maintained at around 2%. So maybe if everything goes well we will have to see how the stock reacts tomorrow. But market sentiment or sector wise sentiment also matters a lot for the shares. Ok friends let's move ahead.

9:10 Next topic is TVS Moto companyed. This is also a company of automobile sector but the company mainly works in two wheeler segment. The company even works on three wheelers. Well look at the performance of TVS Motor. Last year i.e. in June 204, the total income of TVS Motors was Rs 10,314 crore. The company's income in the last quarter, Quarter 4, was Rs 11542 crores. June 2025 Company's income grew on both segments in the current quarter. very good. There has been growth on both segments. Whether we talk on yearly basis or quarterly basis. The company has maintained decent growth in both the segments. That too consistently. Consistently. Ok ? Well friends, here the margin has increased a little on yearly basis. Remember TVS motor. But there was a slight decline on quarterly basis. It has fallen a little. Not much. Well, let's

9:57 talk about net profit. We saw the same changes. Look, the company worth Rs 643 crores generated net profit this time compared to Rs 485 crores last year. It was Rs 698 crore in the last quarter. So, that means there was a slight decline on quarter on quarter basis. But I was able to maintain very good growth of the company on yearly basis. Very good growth. Ok? Let me try to show you once percentage wise. Yes. Look at this, the company has maintained a growth rate of around 35%. Ok. So the share gave positive closing today. Let's see what happens tomorrow. I will give further update tomorrow. Ok friends let's move ahead to the next topic. But before that I would request all of you that if you liked the video till now, found it informative then please like the video friends and please keep subscribing to the channel to get such informative

10:43 videos every day. And remember friends, do not miss tonight's video at 10:30 pm, on which we will cover next day market prediction, will explain the entire day's stock market updates in detail in the 10:30 pm video, so do not miss it at all, okay, Sun Farmsicles Industries is a leading company in the LED pharmaceutical sector and is also a part of NFT 50, it is not that today all the companies' results were good or not, Sun Pharma's result was a bit weak also, first you look at the results, look at the income segment, the company did a very good job, look at the income, it increased from Rs. 12,653 crore to Rs. 13,851 crore. That's ok. Growth has been good. A minimum growth has also been kept on quarterly basis. It is not minimum but a good growth has been maintained. Increased from Rs 12959 crores to Rs 13851 crores. But look, you can see the margin, 31%

11:31 margin, the margin has also increased. Meaning it increased by 29%. It became 31%. It increased here also on quarterly basis. Now let me walk you down a little and show you. Look, when you start looking at the net profit of the company, you will see here that last year, where the net profit was ₹2861 crores, from there, friends, it has fallen to ₹293 crores. But there was a little improvement on a quarterly basis. It is fine on quarterly basis. But on yearly basis it actually fell a lot. There are two reasons behind this decline. What are the two regions? First look, this time can you see how much tax did you pay? 27% How much did you give last year? 16% less was given. So some money was saved in tax there. Along with that, if you look at last year, an income of Rs 533 crores was generated through the company's other income. But this time there was a loss of Rs 354 crores in the other income

12:16 segment. So this gap has been created somewhere in the balance sheet of the company i.e. inside the net profit. Ok? So friends, keep an eye on the shares of this company tomorrow also. So look, today results of many other companies have come out which I will update you on in the next video. I ca n't give it all at once. Otherwise the video will be 1 hour long. So I will give it to you part by part. Well friends, now next we will talk about today some clearance has been done by the Cabinet. First see what time the update is. You can see it clearly here. This is the latest update as of this evening, 31st July. What is the main contest of 7:11 news? See this headline Rail Expansion Boost, as I mentioned in the thumbnail of the video that some big announcement was made by the government. Cabinet Clear Four Multi Tracking

13:03 Projects Across Six States. Four such multi-tracking projects have been launched in six states of India with a total valuation of approximately Rs 11,169 crore. Ok? Over which states? First you look at the names of the states. So here the name is Maharashtra. The name of the MP is. Madhya Pradesh, WB is the name of West Bengal, Bihar is the name, Orissa is the name, Jharkhand is the name. Ok ? So I mean mostly the eastern part states, some are there as well, in Madhya Pradesh and Maharashtra, western part and southern part, most of the states in the eastern part, whether we talk about WP, Bihar, Orissa or Jharkhand, so friends in all these states, work will be done on these projects in approximately 574 km, whose

13:48 valuation is Rs 11,169 crore, apart from that, there is another update, here you can see the update of 31 July, today's latest update, Railways to produce 179 non-AC coaches in next five years. Friends, it was said by the Railways or the Railway Ministry that within the next 5 years, a total of 17,000 non-AC coaches will be produced or on the other hand you can say that it will produce. Isn't it? So there are some shares. Look, we can add a lot of shares here. But I will show you a few examples who can get benefit through all these projects. Ok? Like there are many companies in railways. IFC happened to be one of them. Recently the company's results were also good. RBnl is done. For now, today the market sentiment was weak due to which there has been a correction in the stock. This is a part of the market. Simple thing. Ok? It can be RVIN,

14:36 Railte or you can also include BML in this list because here the issue of coach is there, the topic of coach, BML manufactures coaches at its production units and BAML not only works in the railway sector. It also works for the defense sector. Big people take orders. Isn't it? So there are many benefits in BML. Meaning two benefits in one share. So I would say keep an eye on these companies for the next some time. It is a good company. Rest, whether to invest or not completely depends on you sir. I will give you simple updated news. Ok? If you have any other doubts, please tell us by commenting. For now let me wind up this video. See you in the next video. Take care. B bye. Jai Hind.

Share

More video summaries