SIEMENS ENERGY SHARE UPDATION:-

Image Source Mint(Siemens Energy)

Siemens Energy Demerger:-

After a long-awaited Siemens Energy demerger from parent Siemens, Siemens Energy India’s shares traded at Rs 2,850 on the BSE on Thursday. In the meantime, the NSE listed the stock for Rs 2,840.

According to the brokerage, the company may be able to command a market capitalization of over USD 10 billion, making it the biggest listed pure-play T&D equipment manufacturer in India, surpassing international competitors such as Hitachi and GE Vernova.

IND Siemens Energy in India Indian Subsidiary (SEIL): listed on the NSE/BSE on June 19, at ₹2850/share; recently separated from Siemens Limited (effective March 25, 2025).

Market Reaction: Stocks surged almost 5%, reaching higher circuits; brokerages such as Jefferies anticipate a 30% increase (targeting ₹3700).

Governance: In addition to independent directors and Siemens Energy AG representatives, the SEIL board consists of Guilherme Mendonca (MD & CEO) and Harish Shekar (CFO).

Strategic Justification: Seek to increase attention on the Indian energy transition, optimize operations, and unleash value.

Company Name:- Siemens Energy

Share Listed Date:- 19.06.2025

Listing Price:- Rs 2850/-

Total Traded Value:- Rs 1116 Cr./-

Promoters:- 75 %

Retail & Others :- 10.75 %

Foreign Institute:- 8.42 %

International Initiatives and Prospects:-

Hydrogen Projects: In Europe, Siemens and other Siemens Group companies committed to sustainable aviation fuel and green hydrogen projects.

Global Capex Expansion: €1.2 billion has been set aside for plant upgrades in Europe, the US, India, and other regions; plans call for the addition of 10,000+ jobs in grid technologies by 2030.

Significant collaboration with Rolls-Royce on nuclear steam turbine developments for small modular reactors (SMRs) is an example of SMR involvement.

Prospects: A transition from crisis to expansion, supported by electrification megatrends and wind recovery. Stabilizing turbine quality and preserving momentum are the major issues.

Vedanta Limited:-

Image Source Business Standard (Vedanta)

Recent Stock Movement Updates:-

Announced an FY 26 interim dividend of ₹7 per share, with a total payout of about ₹2,737 crore. The stock fell almost 3% to ₹442 on June 19, despite the alluring dividend, which was a typical market response to the announcement.

In order to identify eligible shareholders, the board convened on June 18 and set a record date of June 24.

Updates on Strategy and Demerger Development:-

The company’s Q4 FY 25 figures, which were made public on April 30, showed a 154% YoY increase in revenue to ₹41,216 cr and a net profit of ₹3,483 cr. High production volumes and cost-effectiveness in zinc and aluminum were the main causes of this increase.

Plan for demerger: Vedanta was approved in February to be divided into five main businesses: mining, iron and steel, power, oil and gas, and aluminum. Pending NCLT and governmental permissions, the deadline has been extended to September 30, 2025.

Company Name:- Vedanta Limited

Dividend Record Date:- On or before 24th June

Share Price as :- Rs 439.50 /-

Market Cap:- Rs 178,470 Cr. /-

Promoters:- 56.38 %

Retail & Others:- 16.08 %

Foreign Institutions:- 11.15 %

Vedanta: A dividend of Rs 7 to begin the year
The first interim dividend for FY26 has been approved by Vedanta’s board at a rate of Rs 7 per equity share, or 700% of the face value of Rs 1. The total value of this compensation is Rs 2,737 crore.

Reliance Infrastructure Limited:-

Image Source The Economic Times (Reliance Infrastructure)

Over the last five years, shares of Reliance Infrastructure have increased by more than 1,400%, resulting in outstanding long-term returns. The stock has increased by 45% over the last month and by 10% over the last two trading days, demonstrating that the momentum has persisted in recent sessions.

Following the company’s announcement of a strategic alliance between its subsidiary, Reliance Aerostructure, and French aerospace giant Dassault Aviation to produce Falcon 2000 business jets in India, the rally accelerated. However, technical indicators indicate that there may be additional space for growth beyond the news-driven rally.

Company name:- Reliance Infrastructure Limited

Share Price:- Rs 382.80 /-

Market Cap:- Rs 15,293 Cr /-

Promoters:- 16.5 %

Retail & Others :- 70.79 %

Foreign Institutions:- 11.35 %

According to some analyst, “From a risk-reward perspective, the stock appears to be in a good position to continue its upward trajectory in the foreseeable future. We advise purchasing Reliance Infra stock between Rs 385 and Rs 388 with a target price of Rs 414 and a stop loss at Rs 375.

For More:-https://economictimes.indiatimes.com/markets/stocks/news/