राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

Macro Updates

* Record Dividend by RBI to Govt - Boosts fiscal strength, supports spending

* PSU Dividends - Extra earnings to govt + investors; supports PSU valuations

* Liquidity Infusion to Banks - Improves lending capacity, supports credit growth

* Rate Cuts Coming? - Expectations rising for NBFCs, Realty to benefit from softer rates

* Strong Rupee + Weak Inflation - A rare combo supporting purchasing power

* Monsoon On Track - Supports rural demand + agri sentiment

* New Personal Taxation Rules - Extra disposable income = positive for consumption

* Fils Lining Up for EM Flows - Early signs of positioning for India

All macro engines seem to be firing together -good time to stay alert and informed.

Suzlon reported it’s Q4 results yesterday

👉Net Profit at ₹1,181 Cr Vs ₹254 Cr (YoY)
👉Revenue Up 73.2% at ₹3,773.5 Cr Vs ₹2,179.2 Cr (YoY)
👉EBITDA Up 99% at ₹677 Cr Vs ₹340.4 Cr (YoY)
👉Margin at 17.94% Vs 15.62% (YoY)

SJVN reports its Q4 earnings

Net Loss At ₹127.7 Cr Vs Profit Of ₹61 Cr (YoY)

Revenue Up 4.5% At ₹504.4 Cr Vs ₹482.9 Cr (YoY)

EBITDA Up 0.4% At ₹240.8 Cr Vs ₹239.8 Cr (YoY)

Margin At 47.75% Vs 49.6% (YoY)

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

✅️Infosys Ltd.
Initial Investment:
100 shares @ 95 in IPO (1993) →₹9,500

Splits & Bonus History:
1994: 1:1 Bonus → 200

1997: 1:1 Bonus → 400

1999: 1:1 Bonus → 800

2004: 3:1 Bonus → 3,200

2006: 1:1 Bonus → 6,400

2014: 1:1 Bonus → 12,800

2015: Stock Split 1:1 → 25,600

Current Price: ₹1,450 (approx)
Value Today: 25,600 × ₹1,450 = ₹3,71,20,000 (₹3.71 crore)
✅️₹9,500 became ₹3.7 crore in ~30 years.

Top 9 Stocks with High Mutual Fund Shareholding in Q3 2025

➡️ CG Consumer Elec. - 47.38%

➡️ TeamLease Services - 45.44%

➡️ Kalpataru Projects - 40.35%

➡️ Max Financial Services - 39.88%

➡️ Equitas SFB - 37.55%

➡️ Gateway Distriparks - 37.38%

➡️ Coforge - 36.92%

➡️ Federal Bank- 35.85%

➡️ MCX - 35.64%

AVT NATURAL Q4 Result

NET PROFIT 14.3 CR V 10.96 CR YOY

REVENUE AT 156 CR V 126 CR YOY

EBITDA AT 24.5 CR V 15.9 CR YOY

MARGINS AT 15.6 % V 12.7 % YOY

Nykaa reports #Q4Results 👇

👉Net Profit At ₹20.3 Cr Vs ₹7 Cr (YoY)

👉Revenue up 23.6% at ₹2,061.8 cr vs ₹1,668 cr (YoY)

👉EBITDA up 43% at ₹133.4 cr vs ₹93.3 cr (YoY)

👉Margin at 6.47% vs 5.59% (YoY)

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

TVS emerges out to be biggest Electrical 2W for second consecutive month.

May Month sale figure, YOY comparison 🔽

TVS Motor: 24,560 units, up 107%
Bajaj Auto: 21,770 units, up 135%
Ola Electric: 18,499 units, down 51%
Ather Energy: 12,840 units up 109%
Hero MotoCorp: 7,164 units, up 191%

Total E2W sales up 30% year-on-year at 1,00,266 units

Source - NDTV Profit

Bajaj Auto May sales

Total Sales Up 8% At 3.84 Lk Units Vs 3.55 Lk Units YoY

Total Exports Up 22 At 1.58 Lk Units Vs 1.30 Lk Units YoY

Total Domestic Sales Flat At 2.25 Lk Units YoY

Adani ports may update

Cargo Handling Volume Up 17% YoY 41.8 mt

Logistics Rail Volumes Up 13% YoY At 0.06 m TEUs

Adani shares are trading lower but not that much impact

Total Energies CEO has confirmed that they fully support Adani Green Energy expansion in India.

Fertiliser sector is buzzing

Multiple stocks related to this sector up more than 6%

Travancore up 10%
Nova Agriculture up 9.5%
National Fertiliser up 8.5%

Yes Bank shares tank after ₹2,022 crore block deal; PE firm likely seller: CNBC TV18

Yes Bank is also in focus today ahead of its board meet to consider fund raising proposals.

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

Expected IPOs In June and Early July

SMPP Limited : 4,000 Cr
Avanse Financial Services : 3,500 Cr
NSDL : ~3,000 Cr
Travel Food Services (TFS) : 2,000 Cr
Oswal Pumps : ~1,400 Cr
Brigade Hotel Ventures : 900 Cr
Sri Lotus Developers And Realty : 792 Cr
Solarworld Energy Solutions : 600 Cr
Paras Healthcare : ~600 Cr
Regreen Excel EPC : ~600 Cr
Sambhv Steel Tubes : 540 Cr
ArisInfra Solutions : 500 Cr
Indogulf Cropsciences : 250 Cr
Laxmi India Finance : 200 Cr
Vikram Solar (Early July): 1500 Cr

💰 Dividend Alert!

📝 Tata Technologies : ₹ 767
📆 Ex Date : 16/06/2025
💸 Div Type : Final
📥 Rupees : ₹ 8.35
💸 Div Type : Special
📥 Rupees : ₹ 3.35

राधे राधे जय श्री कृष्णा 🙏🏻🙏🏻

Hedge Trade

NIFTY 24700 CE
NIFTY 24550 PE
Good @ 20-25
Target - 40-60-100
Sl- According To Your Risk Management

24700 CE 25 TO 30❤️😍