Whalesbook
Dekho, yeh jo companies abhi itne saare dividends, stock splits aur bonus issues announce kar rahi hain na, yeh sab ek strategy hai apne investors ka trust aur value badhane ki. Market mein thodi global tension chal rahi hai, par companies ne socha hai ki iss time par ye sab announcements karke logon ka dhyan kheenche aur apne shares ko zyada liquid aur accessible banayein.
Sabse pehle baat karte hain dividends ki. Vedanta toh sabse aage hai, ₹11 per share ka interim dividend de rahi hai, aur FY26 tak total ₹34 per share dene ka plan hai. Yeh unki strong profitability dikhata hai, kyuki woh apne profit ka kam se kam 30% shareholders ko dete hain. Angel One bhi peeche nahi hai, ₹1.75 ka interim dividend announce kiya hai, jisse woh apne investors ko value de rahe hain. Hudco ne ₹1.25 diya hai, aur Euro Pratik Sales ne ₹0.20 aur Samvardhana Motherson International ne ₹0.35 ka dividend diya hai. Generally, yeh sab numbers achhe quarterly results ke baad hi aate hain, jaise Nifty 50 companies ne Q3 2025 mein lagbhag 7.5% YoY earnings growth dikhaya tha.
Ab dividends ke alawa, companies aur bhi tarike use kar rahi hain. Jaise, Avax Apparels 1:2 ke ratio mein stock split kar rahi hai, jisse ₹10 wale share ki face value ₹5 ho jayegi. Saath mein 3:1 ka bonus issue bhi propose kiya hai. Hind Rectifiers bhi 1:1 ka bonus issue la rahi hai, jisse shares ki sankhya badhegi. Angel One ne bhi recently stock split kiya tha taaki retail investors ke liye share kharidna easy ho jaye.
Yeh sab ho raha hai tab jab global market mein US-Iran tensions aur crude oil prices ko lekar thodi bechaini hai. Lekin, 24th March 2026 ko Indian markets, matlab Nifty aur Sensex, kaafi resilient dikhe aur momentum pakda, banking aur IT sectors ne support kiya. Toh andar se toh market strong hai!
Par haan, kuch cheezon par dhyan dena zaruri hai. Jaise, Euro Pratik Sales aur Hind Rectifiers ka P/E ratio kaafi high hai, lagbhag 31 se 50 ke beech, aur dividend yield bahut kam hai, 0-0.14%. Iska matlab hai ki stock ka price already bahut stretched ho sakta hai aur future growth kaafi expect kiya ja raha hai. Avax Apparels ka market cap bhi sirf ₹30-35 crore hai aur P/E 17-19 hai, aur stock mein zyada movement nahi dikhi. Toh yeh sab strategies kitni effective hongi, yeh dekhna hoga. Analysts keh rahe hain ki agar revenue growth ke bina sirf payouts par depend kiya toh company ke cash reserves par pressure aa sakta hai. Hudco ka dividend yield bhi 1.77% (purane data ke hisaab se) tha, toh cash flows par nazar rakhni hogi.
Abhi, 26th March ko Ram Navami ki wajah se market band rahega aur 27th ko khulega. Dekhte hain geopolitical tensions kaise resolve hoti hain aur banking/IT sectors ka performance kaisa rehta hai. Vedanta jaisi companies jinka profit growth achha hai, unke liye dividends well-supported hain. Baaki companies ko apna business performance aur consistent earnings generate karni hongi taaki unki valuations justify ho sakein.