저자: 미상 · 외국인
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아다니 그룹의 항공·방산 진출 소식을 전하며 봄바디어(Bombardier)와의 MRO·방산 협력 논의를 소개함. 이어 Vijay Kedia의 VIP Industries 40억 투자 건을 다루며 주가 하락·이익 급감(순이익 약 93% 감소)을 언급하고, 주식 투자 전 신중한 검토를 당부함.
다듬은 글
Welcome to my channel, Adani has his eyes on the skies. Let me tell you, he is preparing to enter the aviation and defense sector. A lot of things are being seen, guys, and it is being said that Adani can get support from this company. So, what am I talking about? Look, eyes on the skies. After expanding his business on land and water, now the chairman of Adani Group, Gadam, is now looking at the skies.
Like you can say this, like you can say this, he is preparing to enter the aviation and defense sector. For this, he can join hands with the Canadian company Bombay Deer. So, guys, this is what I am talking about. Actually, Bombay Deer makes aircraft and trains. Okay, Adani had a meeting with the CEO of Bundi, whose name is Eric Mattel.
In this meeting, the two discussed a partnership aimed at increasing aircraft capabilities. Adani also made a statement about this on his social media platform Instagram, that is, according to the social media post, the aircraft development between the two Their conversation revolved around services, maintenance, repair, overall MRO, and defense.
In his post, Guy Dunn wrote that he had a wonderful discussion with Bombay Deere CEO Eric Mattel on the partnership for transformational changes in airline services, MRO, and defense to strengthen India's aviation growth. He added that there is talk of building a strong and self-reliant India. You can say that when they join forces, we can see a strong and self-reliant India together.
Well, they are now extending their hand for that. Guy, the focus is being discussed there. As I can tell you, the focus is on the economic aspect. The news I got from Times News, an economic type news report, stated that a discussion between Adani and Mattel could represent an important development in India's aviation sector.
India is aiming to reduce its dependence on foreign MRO and services. According to Adani, the domestic MRO sector is also being said to be airlines'. According to Adani, the domestic MRO sector will help reduce operational costs for airlines and speed up turnaround times, as well as establish India as a regional hub for maintenance and services.
This is the focus. And as I told you, what is actually happening is that Adani 's company is expanding its presence in India's defense and aerospace sectors. According to the company's official website, the company has been successful in building a network with leading global partners. According to the company, this partnership will help promote and design new technologies for small and medium-sized businesses in India.
It is being said that Adani Defence and Aerospace has invested significantly in advanced technology. The company's goal is to establish India as a major player in the global aviation and defense market. At the same time, the company wants to reduce the country's net current account deficit (CCAD) through a strong export strategy.
It's quite evident, guys. Now, let me tell you something clearly: what is Bombay Air India actually? Look, Bombay Air India is known for innovation in aircraft manufacturing, design, and services. The company's Challenger and Global aircraft are renowned and trusted worldwide for their cutting-edge technology, design, performance, and reliability.
Bombay Air India aircraft play a vital role in military operations and government operations globally. Besides, Bombay Air India also provides solutions for special missions. Bombay Air India has also manufactured several Delhi Metro trains. So, I hope these things are clear to you. Next, my topic is about Vijay Kedia.
Vijay Kedia actually invested Rs 4 crore in a company, which caused the stock to fall to 17 per day. It became a problem, and today, if you look at it, it has declined. So, guys, now you think about which company I'm talking about. Let me tell you. Regarding VIP Industries, you know that VIP Industries makes Back Book Luxurious bags.
Today, there has been profit booking in it. Guys, yesterday, it means that there was a good rise in it and Vijay Kedia ji has invested at least about 40 crores in it. According to the stock exchange data, Kedia had told this on 22nd September when the price of the stock had come to about ₹ 45 and 7.25 lakh shares were bought in it.
Guys, yesterday on NSE, he told that with a rise of 45, it had reached 582 and guys, if you see, there has been a decline in it today because there is profit booking. If you look at the last five days, then roughly it was seen at 11 here because according to the profit booking that happened today, we have seen almost this thing.
Guys, let me tell you what actually is there, there is a decline of only 7 percent in it in a year, but the maximum was in 1999. It has given a return of up to 11000. The market capitalization of VIP Industries is 8300 crores. Okay, that means if you see at present, it has made 52 gains from 697 and if you see its low, it is 428.
It means right now you are getting this discounted price. This is a very good thing. And at the same time, if you see here in the last 5 years, it has given a return of %, but it has risen by approximately 238 points from here to this point. And if you see now, you are getting it at a discount level of up to 21.
Guys, see, I told you that Lazy Bags manufactures bags and its market cap is approximately, as I told you, 8300 means around 8000 crores, you can say, okay, you have seen its 52 week high, it is 697. Now you have seen the stock price. Guys, its very high is 13000. If you see its industry price, you will see 7000 from RO.
Aarohi is not seen at all in very small quantities, what is there in the stock, Vijay K, see, let me tell you that Vijay K, while reacting to the news related to buying shares, has also asked people to be cautious before investing in this stock because guys, as can be seen, what is actually happening, they have their own and it will require patience, please pay attention to this before investing because you have seen that look at its PI, see where it is trading, we have seen that guys, however, it is being seen that if you look at the investor's holding, the promoter's holding is good, AI has reduced its holding, in which DI has increased its holding and the public has also reduced its holding, guys, if you look at this, then here you will see that the reserves are very low, but its revenue is quite high, so the revenue guys is fine, yes, slight growth has been seen here in revenue, but at the same time, if you look at it, its net profit has seen a decline and from the quarterly numbers, I would like to tell about this that In 2024-25, the company recorded a significant decline of 93% in its net profit.
The company's net profit reached approximately 4 crores, where the company had previously incurred a loss, but in comparison, a decline of up to 93% is seen, whereas last year itself the company's net profit had reached 57 crores, which had reached 57.8 crores. Actually, this thing has been seen. There was a slight increase in operating revenue and it increased from 0.4% to 638 crores, whereas in the same period a year ago it was 636 crores.
The company's E-beta fell from 39% to 49 crores, whereas in the first quarter of last year itself it was 80 crores. In the same quarter, the margin of B has come down from 7.7%, which was 12.7% a year ago. For this reason, he has said that in a way, this is a risky stock. Study carefully before investing.
Invest only after doing it, rest of the guys I would like to tell you to study, check and only then invest. If you are new to the channel then do not forget to like it, gu bye ga, thank you, see you in the next video.
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