Coforge Announces First-Ever Stock Split: Key Details for Investors

Coforge, a leading IT services company, has announced its first stock split to make its shares more affordable for investors. The company’s Board of Directors will meet on March 4, 2025, to finalise the details, subject to shareholder and regulatory approvals.

Why is Coforge Splitting its Stock?

A stock split helps lower the price per share, making it more accessible to retail investors while improving market liquidity. Once approved, the face value of shares will change, but the company’s overall market value will remain the same.

Reason Behind the Stock Split

Coforge aims to make its stock more affordable and increase investor participation. A lower price per share allows more people to invest and trade easily, boosting demand and attracting retail investors.

Coforge Q3FY25 Results

Coforge reported a net profit of ₹268 crore, reflecting a 10% growth in the December quarter. The company’s revenue increased to ₹3,318.2 crore, registering an 8.4% rise quarter-on-quarter (QoQ) and a 40.3% jump year-on-year (YoY) in constant currency. In dollar terms, the revenue grew 7.5% QoQ and 40.8% YoY. The EBITDA stood at ₹519 crore, marking a 29.3% increase compared to the previous year.

Stock Performance

As of February 27, 2025, Coforge share price stands at ₹7,436.65, reflecting a 2.58% decline for the day. The stock opened at ₹7,719.95, reaching a high of ₹7,719.95 and a low of ₹7,436.30. Over the past 6 months, Coforge has gained 22.40%, while in the past year, it has risen by 13.44%. Looking at a 5-year period, the stock has surged 275.05%, adding ₹5,458.65 to its value.

Conclusion

Coforge’s stock split aims to attract more investors by lowering share prices while its strong financial performance continues to drive long-term growth.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Hindustan Zinc vs Vedanta: Which is the Better Dividend Stock?

A company pays dividends from its earnings, making dividends sustainable only as long as the company is profitable. Over the past 5 months, Indian stock markets have experienced a significant downturn due to weak quarterly earnings, geopolitical tensions, and other factors.

With Trump’s tariff imposition and growing uncertainty, markets may see further declines. However, investors often turn to dividend stocks during such uncertain times for stable and consistent returns.

Dividend investing is a time-tested strategy, with several studies indicating that dividend-paying stocks outperform non-dividend stocks in the long term. Typically, these stocks pay regular dividends and increase them annually, earning them the title of “Dividend Aristocrats.” These stocks are considered fundamentally strong, stable, and possessing good growth potential.

In this article, we compare Vedanta and Hindustan Zinc, 2 prominent dividend-paying stocks, to determine which offers better value for investors.

Business Overview

Hindustan Zinc

Founded in 1966, Hindustan Zinc is the world’s second-largest integrated zinc producer and third-largest silver producer. A subsidiary of Vedanta Limited, it dominates the zinc, silver, and lead industries.

The company is self-reliant in terms of power, with captive thermal power plants ensuring lower operational costs. Backward integration through power production and access to low-cost, high-grade zinc reserves strengthen its business model.

Manufacturing Capacity

Hindustan Zinc has a metals production capacity of 1.12 million tonnes (MT) and an ore production capacity of 16.52 MT. It also operates a captive power capacity of 603.1 MW.

Its integrated zinc-lead-silver operations include:

  • Zinc smelting capacity of 913,000 tonnes per annum (TPA)
  • Lead smelting capacity of 210,000 TPA
  • Silver production capacity of 800 TPA

Revenue Distribution

Hindustan Zinc generates 75% of its revenue from India, with the remaining 25% coming from exports.

Vedanta

Vedanta is a diversified natural resource company engaged in exploring, extracting, and processing minerals, oil, and gas.

The company is a major producer of zinc, lead, silver, copper, aluminum, iron ore, nickel, and oil & gas. It holds a near-monopoly in certain sectors, being India’s only nickel producer, one of the country’s largest private crude oil producers, and one of its largest iron ore miners.

Manufacturing Capacity

Vedanta has a significant presence in multiple industries with:

  • Aluminium production of 2.4 MTPA
  • Iron ore production of 5.6 Dry Metric Tonnes (DMT)
  • Steel production of 3.5 MTPA
  • Ferro alloys production of 80 kilo tonnes (KT)
  • Copper production of 141 KT
  • Power generation capacity of 11 gigawatts (GW)

Global Presence

Vedanta has operations across India, Namibia, South Africa, UAE, Australia, and Ireland.

Beyond mining and metals, Vedanta has expanded into commercial power generation, steel manufacturing, port operations in India, and glass substrate manufacturing in South Korea and Taiwan.

Market Cap Comparison

Hindustan Zinc has a market capitalisation of ₹1,802.5 billion, while Vedanta stands at ₹1,712.9 billion.

Market Share Leadership

Hindustan Zinc commands a 75% market share in zinc production in India, while Vedanta holds a 45% market share in aluminium production. Since Vedanta owns a controlling stake in Hindustan Zinc, it indirectly dominates the zinc industry as well.

Stock Market Performance

Vedanta share price has gained 62% in one year, whereas Hindustan Zinc share price has risen 37% in the same period. Both have outperformed the Nifty 50 index, which rose just 2.6% over the year.

Financial Performance

Revenue Comparison

Vedanta has a higher revenue base and a better growth rate than Hindustan Zinc.

Company FY2020 FY2021 FY2022 FY2023 FY2024 5-Year CAGR
Hindustan Zinc ₹185,610 Million ₹226,290Million ₹294,400 Million ₹340,980 Million ₹289,320 Million 9.3%
Vedanta ₹844,47 Million ₹880,210Million ₹1,327,320Million ₹1,473,080Million ₹1,437,270Million 11.2%

Profitability

Hindustan Zinc has higher EBITDA and net profit margins, while Vedanta has shown a stronger revenue growth trajectory.

EBITDA Growth:

  • Hindustan Zinc: 6.4%
  • Vedanta: 10.2%

Net Profit Growth:

  • Hindustan Zinc: 2.7% CAGR
  • Vedanta: Significant turnaround due to coal acquisitions

EBITDA Margins (3-Year Avg.):

  • Hindustan Zinc: 55.2%
  • Vedanta: 29.1%

Net Profit Margins (3-Year Avg.):

  • Hindustan Zinc: 30.1%
  • Vedanta: 11%

Dividend Analysis

Dividend Per Share

Company 2003 Dividend FY2024 Dividend FY2025 Declared Dividend
Hindustan Zinc ₹0.8 ₹13 ₹19 (more expected)
Vedanta ₹1.65 ₹29.5 ₹43.5 (more expected)

Dividend Growth Rate (Last 5 Years)

Vedanta has experienced a 48.9% growth in dividends, whereas Hindustan Zinc has seen a 4.7% decline.

Dividend Payout Ratio (3-Year Avg.)

  • Hindustan Zinc: 151.1%
  • Vedanta: 158.8%

Dividend Yield (5-Year Avg.)

  • Hindustan Zinc: 11%
  • Vedanta: 13.8%

Debt and Financial Stability

Debt-to-Equity Ratio

Hindustan Zinc has a low debt-to-equity ratio of 0.3, making it financially stable, while Vedanta has a higher debt burden at 1.7.

Cash and Liquid Investments (Sept 2024)

Hindustan Zinc holds ₹79.4 billion in cash and liquid investments, whereas Vedanta holds ₹21.7 billion.

Capital Expenditure Plans

Hindustan Zinc has planned ₹50 billion in capex, focusing on maintaining operations, while Vedanta has a ₹180 billion capex plan, aiming to expand aluminium and coal capacities.

Financial Efficiency

Metric Hindustan Zinc (3-Year Avg.) Vedanta (3-Year Avg.)
Return on Equity (RoE) 53.5% 32.7%
Return on Capital Employed (RoCE) 68.5% 35.3%

Conclusion

Hindustan Zinc is ideal for low-risk investors seeking stability, while Vedanta is better for those looking for higher dividend growth and revenue expansion.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Zydus Lifesciences Launches India’s First Quadrivalent Flu Vaccine

Zydus Lifesciences has introduced a new vaccine to shield against the latest strain of the influenza virus. The Ahmedabad-based pharmaceutical company announced on Wednesday that it has launched India’s first quadrivalent influenza vaccine, VaxiFlu-4, based on WHO’s recommended composition.

VaxiFlu-4: Protection Against 4 Virus Strains

VaxiFlu-4 is a quadrivalent inactivated influenza vaccine that provides seasonal protection against 4 different virus strains, covering both Influenza A and Influenza B. This broader coverage helps reduce the risk of vaccine mismatch, ensuring better immunity.

Regulatory Clearance and Development

The vaccine has been approved by the Central Drug Laboratory (CDL) and was developed at Zydus’s Vaccine Technology Centre (VTC) in Ahmedabad. The company highlighted the importance of preventive healthcare and how vaccines play a crucial role in improving quality of life.

Need for Affordable Flu Vaccines in India

Zydus Lifesciences MD Sharvil Patel emphasised the growing need for affordable, high-quality vaccines in India to tackle healthcare challenges. He stated that annual immunisation with vaccines like VaxiFlu-4 can help prevent flu outbreaks and protect public health.

Influenza: A Growing Public Health Concern

Influenza is a contagious respiratory infection that spreads through airborne droplets from coughing, sneezing, or direct contact. It can cause mild to severe illness, with high-risk groups such as young children, the elderly, and individuals with chronic conditions being more vulnerable.

According to the WHO (World Health Organization), seasonal influenza causes between 2.9 lakh to 6.5 lakh deaths globally every year. With frequent outbreaks, controlling influenza has become a major public health challenge.

By launching VaxiFlu-4, Zydus aims to strengthen flu prevention and improve healthcare accessibility in India.

About Zydus Lifesciences Limited

Zydus Lifesciences Limited, previously known as Cadila Healthcare Ltd, is an Indian multinational pharmaceutical company based in Ahmedabad. It focuses on manufacturing generic medicines and was ranked 100th in the Fortune India 500 list in 2020.

As of February 27, 2025, at 11:16 AM IST, Zydus Lifesciences share price is trading at ₹879.95, down 0.34% (-₹3.00). The stock opened at ₹887.45, reached a high of ₹905.00, and a low of ₹872.35. The company’s market capitalisation stands at ₹88,540 crore, with a P/E ratio of 19.54 and a dividend yield of 0.34%. The 52-week high is ₹1,324.30, while the 52-week low is ₹855.10.

Conclusion

With VaxiFlu-4, Zydus enhances flu prevention in India, ensuring broader immunity and improved healthcare access.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Star Cement to Invest ₹3,200 Crore in Assam, Signs MoU

Star Cement Ltd has announced plans to set up a ₹3,200-crore cement clinker and grinding plant in Assam. The company signed a Memorandum of Understanding (MoU) with the Assam government on Wednesday during the Advantage Assam 2.0 Investment and Infrastructure Summit 2025.

Key Agreements Signed

Star Cement’s Expansion in Assam

The new plant will help boost cement production in the state, creating jobs and strengthening infrastructure development.

Hydrogen and Steam Generation Plant

Matheson Hydrogen Pvt Ltd signed an agreement with the state government to set up a ₹1,500-crore hydrogen and steam generation plant, supporting green energy initiatives.

Healthcare and Education Investments

  • The Assam government also signed a ₹500-crore MoU with Global Health Ltd to enhance healthcare facilities.
  • 2 non-financial agreements were signed with ITE Education Service to support educational initiatives.

More Investments Expected

Chief Minister Himanta Biswa Sarma thanked the companies for their support and mentioned that more agreements would be signed throughout the day.

On day one of the summit, 164 MoUs were signed across 15 sectors, showcasing Assam’s potential as an investment hub.

About Star Cement Ltd

Star Cement Ltd manufactures and sells cement and clinker, catering to markets across northeastern and eastern India. It is the leading cement producer in Northeast India.

As of February 27, 2025, at 10:20 AM IST, Star Cement share price stands at ₹211.04, down ₹1.49 (0.70%) for the day. The stock opened at ₹213.01, reached a high of ₹213.59, and a low of ₹210.42 so far. The company’s market capitalisation is ₹8,530 crore, with a P/E ratio of 63.91. The stock’s 52-week high is ₹256.00, while its 52-week low is ₹171.55.

Conclusion

The investments in cement, green energy, healthcare, and education reflect Assam’s growing appeal as an investment destination. With more agreements expected, the state is set for significant industrial and economic growth.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Sanofi, Schaeffler Share Price is in Focus as Boards Consider Dividend Today

Sanofi India and Schaeffler India share price will be in focus today, February 27, 2025, as both companies are set to announce their dividend decisions.

Sanofi India Board Meeting

Sanofi India’s Board of Directors is scheduled to meet today to:

  • Approve the audited financial statements (Standalone & Consolidated) for Q4 and FY 2024 (ended December 31, 2024).
  • Consider and recommend a final dividend for FY 2024.

Sanofi had previously notified the exchanges on February 13, 2025, about its plan to propose a dividend.

Schaeffler India Board Meeting

Schaeffler India’s Board of Directors will meet today to:

  • Approve the audited financial results (Standalone & Consolidated) for Q4 and FY 2024 (ended December 31, 2024).
  • Consider recommending a dividend for 2024 if deemed appropriate.

The company also confirmed that its trading window has been closed since January 1, 2025, and will remain closed until March 1, 2025, in compliance with its Insider Trading Policy.

Other Key Developments

Sanofi India’s RTA Name Change

Sanofi India informed the exchanges in January 2025 that its Registrar and Transfer Agent (RTA) has changed its name from Link Intime India Private Limited to MUFG Intime India Private Limited. This follows the acquisition of Link Group by Mitsubishi UFJ Trust & Banking Corporation.

Shantai Industries to Consider Stock Split

The Board of Directors of Shantai Industries Ltd will meet today at 1:00 PM at the company’s registered office in Surat, Gujarat to discuss:

  1. Increasing the company’s Authorised Share Capital.
  2. Sub-dividing (splitting) the equity shares of the company.

Investors will be watching these announcements closely as they could impact the stock prices of the respective companies.

Conclusion

Investors will closely monitor the dividend announcements from Sanofi and Schaeffler, while Shantai Industries’ stock split decision could impact its future market performance.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Income-Tax Bill 2025 Keeps ITR Deadlines Unchanged for 2026-27

The new Income-Tax Bill 2025 has kept the current due dates for filing Income Tax Returns (ITR) unchanged, ensuring continuity for taxpayers. This move provides clarity and helps taxpayers follow familiar timelines without confusion.

ITR Filing Deadlines Remain the Same

The bill maintains the existing due dates for different taxpayer categories:

  • Individuals and salaried taxpayers must file their ITR by 31 July, just like before.
  • Taxpayers requiring an audit, including companies and certain individuals, must file by 31 October.
  • Taxpayers filing reports under section 172 must submit their ITR by 30 November.

By keeping these deadlines unchanged, the bill ensures that businesses and professionals can continue their tax filing process without disruption.

Revised and Belated Returns Allowed

The bill continues to allow taxpayers to revise or file belated returns. A revised return can be submitted within 9 months from the end of the relevant tax year or before the assessment is completed, whichever is earlier. This gives taxpayers enough time to correct any errors in their filings.

Exemptions for Certain Taxpayers

Like the current tax laws, the bill allows the central government to exempt certain individuals from filing ITR. This provision helps simplify tax compliance for specific groups, reducing administrative burdens where needed.

Ensuring Stability in the Tax System

By keeping the existing ITR filing deadlines and provisions, the Income-Tax Bill 2025 ensures consistency and predictability for taxpayers. The retention of familiar timelines and flexibility for revisions support an efficient tax filing process, helping taxpayers meet their obligations smoothly.

Conclusion

By keeping familiar ITR deadlines and offering flexibility for revisions, the Income-Tax Bill 2025 ensures a smooth and predictable tax filing process for individuals and businesses.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

EPF Withdrawals to be Enabled via UPI Soon

The (EPFO) Employees’ Provident Fund Organisation is set to introduce a new system that will allow subscribers to withdraw their provident fund (PF) claims using the Unified Payments Interface (UPI). The executive committee of EPFO’s Central Board of Trustees (CBT) has approved the plan, making the process faster and more convenient.

UPI-Based PF Withdrawals Expected by April-May

Officials have confirmed that the framework for UPI withdrawals was discussed in a recent meeting. The final approval for this system is expected soon. If all goes as planned, the facility will go live by late April or early May. NPCI (The National Payments Corporation of India) is currently working on the technical aspects and is ready to implement the system.

Centralised Database for Seamless Transactions

EPFO is also developing a centralised database, which will ensure that subscriber records remain in one place, even if they relocate. This database is crucial for enabling UPI withdrawals and is expected to be ready by the end of March. Once completed, EPF members will be able to withdraw funds directly into their UPI-linked accounts or digital wallets.

Major Reforms to Improve Services

In the last 7 months, EPFO has taken several steps to enhance its services, including improving pension facilities, streamlining claim processing, and upgrading IT systems. These reforms aim to provide a better experience for millions of EPF members and pensioners.

Record Claims Processed in FY25

So far in FY25, EPFO has processed over 50 million claims—the highest ever—disbursing more than ₹2.05 lakh crore. This is a significant increase from FY24 when 44.5 million claims worth ₹1.82 lakh crore were settled.

With the upcoming UPI integration, EPFO aims to make fund withdrawals smoother, benefiting millions of subscribers nationwide.

Conclusion

With UPI integration, EPFO aims to simplify fund withdrawals, making the process faster and more efficient for millions of members across India.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Best Defence Stocks in March 2025: Hindustan Aeronautics, Bharat Dynamics and More- Based on 5-Year CAGR

As per the Global Power Index, India ranks fourth in military strength with a firepower score of 0.0979, where 0.0 represents a perfect score. The Indian government has set a defence production target of US$ 25 billion by 2025, including US$ 5 billion from exports. As one of the world’s largest defence spenders, India has allocated US$ 74.8 billion (₹ 6.21 lakh crore) for defence in its budget, accounting for 13.04% of the total budget. This marks a 4.72% increase from the 2023-24 budget and an 18.35% rise from 2022-23.

In 2022, India’s military expenditure stood at US$ 81.4 billion, making it the fourth highest globally, with a 6% increase from the previous year.

For FY 2023-24, India’s defence production was valued at ₹1,27,265 crore (US$ 15.37 billion), with public sector undertakings (PSUs) contributing ₹74,434 crore (US$ 8.99 billion).

This article highlights the top defence stocks in India for March 2025, selected based on their best 5-year CAGR performance.

Best Defence Stocks in March 2025- Based on 5-Year CAGR

Name Market Cap (₹ Crore) ↓5Y CAGR (%) Net Profit Margin (%)
NIBE Ltd 1,489.20 146.13 6.49
Sika Interplant Systems Ltd 1,092.38 67.46 17.2
Hindustan Aeronautics Ltd 2,24,066.38 56.54 23.59
Bharat Dynamics Ltd 37,079.63 47.58 22.43

Note: The best defence stocks list here is as of February 25, 2025. The stocks are sorted based on the 5Y CAGR. 

Overview of the Defence Stocks in India 

1. Nibe Ltd

Founded in 2005, Nibe Ltd specialises in producing key components for the defence sector, electric vehicles (EVs), and software development. The company is involved in fabricating and machining defence industry parts, assembling EV components, and developing innovative products through its EV division and the BVM R&D Foundation.

In the December 2024 quarter, Nibe Ltd reported a revenue of ₹138.88 crore and a net profit of ₹2.82 crore. This compares to ₹127.22 crore in revenue and ₹9.40 crore in net profit in the September 2024 quarter.

Key metrics:

  • Earning per Share (EPS): ₹24.57
  • Return On Equity (ROE): 14.92%

2. Sika Interplant Systems Ltd

Sika Interplant Systems Ltd is an engineering-driven company catering to India’s Aerospace, Defence, Space, and Automotive industries. Its core operations include engineered projects and systems, interconnect solutions, electrical module integration, MRO (maintenance, repair, and overhaul) services, and value-added distribution. 

For the quarter ended December 2024, Sika Interplant Systems Ltd reported a revenue of ₹37.98 crore and a net profit of ₹6.63 crore. This marks an increase from the September 2024 quarter, where revenue stood at ₹33.24 crore, and net profit was ₹6.03 crore. 

Key metrics:

  • EPS: ₹56.73
  • ROE: 21.87%

3. Hindustan Aeronautics

Hindustan Aeronautics specialises in the production of aircraft and helicopters, along with offering repair and maintenance services. By FY24, its order book had grown to ₹94,000 crore, compared to ₹82,000 crore in FY22, with significant new orders anticipated in FY25.

In the quarter ending December 2024, Hindustan Aeronautics reported a revenue of ₹6,956.93 crore and a net profit of ₹1,432.60 crore. This compares to ₹5,976.55 crore in revenue and ₹1,490.36 crore in net profit in the September 2024 quarter.

Key metrics:

  • EPS: ₹129.35
  • ROE: 27.83%

4. Bharat Dynamics Limited

Bharat Dynamics Limited (BDL) is a Government of India enterprise specialising in the production of guided missiles and defence equipment. BDL manufactures and supplies guided missiles, underwater weapons, and airborne defence systems for the Indian Armed Forces. 

For the quarter ended December 2024, Bharat Dynamics Limited (BDL) reported a revenue of ₹832.14 crore and a net profit of ₹147.13 crore. This marks an increase from the September 2024 quarter, where revenue stood at ₹544.77 crore, and net profit was ₹122.53 crore. 

Key metrics:

  • EPS: ₹15.43
  • ROE: 15.16%

Best Defence Stocks in March 2025- Based on Market Cap

Note: The best defence stocks list here is as of February 25, 2025. The stocks are sorted based on the market cap. 

Best Defence Stocks in March 2025- Based on Net Profit Margin

Note: The best defence stocks list here is as of February 25, 2025. The stocks are sorted based on the net profit margin. 

Key Things to Keep in Mind Before Investing in Defence Stocks

  • Technological Advancements

India’s defence sector is rapidly evolving with innovations in advanced technology. Investors should focus on companies that actively invest in research and development (R&D) to stay ahead of industry trends.

  • Impact of Geopolitical Risks

Defence stocks are influenced by global events such as border tensions, conflicts, and shifting government policies. These factors can impact the sector’s stability and profitability.

  • Government Policies and Regulations

The defence sector is heavily regulated, with policies governing procurement, licensing, and foreign direct investment (FDI). Investors should assess how these policies impact a company’s growth potential.

  • Rising Defence Budget

India’s increasing defence expenditure signals strong growth potential for the sector. Companies aligned with government spending on equipment, technology, and exports are well-positioned for expansion.

Tips for Investing in Defence Stocks

  • Understand the Sector: Stay updated on government policies, defence budgets, and emerging technologies.
  • Analyse Financial Performance: Invest in companies with strong balance sheets, consistent earnings, and stable long-term growth.
  • Monitor Global Events: Assess how geopolitical tensions and defence trends impact stock prices.
  • Seek Expert Advice: Consult a financial professional to align investments with your risk tolerance and goals.

Risks Associated with Defence Stocks

  • Geopolitical Instability: Border conflicts or international tensions can cause volatility in stock prices.
  • Policy Shifts: Changes in government priorities or budgets may affect future growth prospects.
  • Regulatory Challenges: Stricter compliance measures can impact operations and profitability.
  • Dependence on Large Contracts: Defence companies often rely on major government contracts, making them vulnerable to delays or cancellations.

Future Outlook for India’s Defence Sector

  • Strong Government Support: The government’s commitment to investing ₹6 lakh crore in the sector will drive expansion.
  • Technological Innovation: Growth in AI, drones, and smart weaponry will enhance industry competitiveness.
  • Foreign Investments & Partnerships: Increased FDI and collaborations with global firms are strengthening the sector.
  • Export Growth: India’s rising presence in the global defence market offers long-term opportunities for domestic manufacturers.

Conclusion

Investing in defence stocks requires careful evaluation of a company’s financial health, growth potential, and risk factors. Understanding the complexities of the sector and seeking expert advice can help investors make informed decisions in this dynamic industry.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Tata Investment Share Price Surge Over 8% After Tata Capital’s IPO Approval

Tata Investment share price jumped over 8% on Wednesday, reaching a high of ₹6,225 on the BSE. This surge came after reports confirmed that Tata Capital had received board approval for its much-anticipated initial public offering (IPO).

Tata Capital’s IPO Plan

Tata Capital, a major financial services company under the Tata Group, plans to issue 23 crore new shares through the IPO. Additionally, some existing shareholders are expected to sell part of their holdings via an offer-for-sale (OFS), according to a report.

Impact on Tata Investment Corporation

Tata Investment Corporation, which holds stakes in several Tata Group companies, is expected to benefit indirectly from Tata Capital’s IPO. Investors see this listing as a step toward unlocking value in Tata Group’s financial services businesses.

Tata Group’s Rare Market Debut

This IPO will be only the second public listing by the Tata Group in 20 years, following Tata Technologies’ successful IPO in November 2023.

Tata Capital’s Role in the Group

Tata Sons, the Tata Group’s main holding company, owns 93% of Tata Capital. The financial services arm provides loans, investment banking, and advisory services through subsidiaries like Tata Capital Financial Services and Tata Capital Housing Finance.

Regulatory Compliance and Listing Requirement

In September 2022, the Reserve Bank of India (RBI) classified Tata Capital Financial Services as a systemically important NBFC (Non-Banking Financial Company), requiring it to follow strict regulations and go public within three years.

Stock Performance

Over the past year, Tata Investment shares have declined by 8.71%, while they have gained 0.88% in the last 6 months. In the past month, the stock has risen by 1.63%, with a sharp surge of 19.04% in the last week. This recent rally reflects strong investor optimism regarding Tata Capital’s IPO and its potential impact on Tata Group’s financial services sector.

Conclusion

Tata Capital’s IPO is set to be a major milestone for the Tata Group, potentially boosting its financial services portfolio. Investors are closely watching its market debut.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

 

SBI Cards Share Price in Focus as Stock Trades Ex-Dividend Today

SBI Cards and Payment Services share price is in focus today (February 25, 2025) as its shares are trading ex-dividend. The record date for determining eligible shareholders for the dividend payout is also set for today.

Under the T+1 settlement system, investors who purchased SBI Cards shares on February 24, 2025, will be eligible for the dividend payout.

SBI Cards Interim Dividend Details

On February 17, 2025, the Board of Directors of SBI Cards announced an interim dividend of ₹2.50 per share. Since the face value of each share is ₹10, this translates to a 25% dividend payout.

As per the company’s statement, the interim dividend will be credited or dispatched to eligible shareholders on or before March 18, 2025.

SBI Cards Q3FY25 Financial Performance

For the third quarter of the fiscal year 2024-25 (ended December 2025), SBI Cards reported a 30% decline in net profit, which fell to ₹383.2 crore from ₹549.1 crore in the same quarter last year.

The company also saw a rise in non-performing assets (NPA):

  • Gross NPA increased to 3.24%, up from 2.64% in the previous year.
  • Net NPA rose to 1.18%, compared to 0.96% in the corresponding quarter last year.

The drop in profit and the rise in bad loans indicate financial challenges for SBI Cards in Q3FY25.

About SBI Cards & Payment Services Limited

SBI Cards & Payment Services Limited, formerly called SBI Cards & Payment Services Private Limited, is a leading credit card issuer and payment service provider in India. It was established in May 1998 as a joint venture between the SBI and GE Capital.

As of February 25, 2025, at 9:49 AM, SBI Cards and Payment Services share price is trading at ₹842.15, up by ₹2.90 (0.35%). The stock opened at ₹833.00, reached a high of ₹842.90, and touched a low of ₹830.00. 

Conclusion

While SBI Cards maintains dividend payouts, rising NPAs and declining profits highlight challenges ahead. Investors will watch for recovery strategies.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

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