The share price of Reliance Infra shoots up by 5 percent after it announces a bond with the company that produces Rafale jet Dassault Aviation

 

The share price of Reliance Infra shoots up by 5 percent after it announces a bond with the company that produces Rafale jet Dassault Aviation

The share price of the Reliance Infra moved up by a high margin of 5 per cent on Thursday to 404 per share on National Stock Exchange after the enterprise declared a strategic tie with French aerospace major Dassault Aviation.

Company shares headed by Anil Ambani were opened at 309.50 Indian Rupee as against the previous close of 386.50 Indian Rupees. Reliance infra shares has rewarded its investors with an excellent increase by rising above 44 per cent in a month and almost 37 per cent in six months even in a developing market.

Reliance Infra- Dassault Aviation deal

Reliance Infra's subsidiary company Reliance Aerostructure, will partner with Dassault to produce Falcon 2000 business jets domestically in India.

This is the first time when Dassault will be building its Falcon plane outside France. This milestone will make India one of the few countries to manufacture business aircrafts in the world following only US, France, Canada and Brazil.

India has project to produce the first Falcon 2000 aircraft by 2028 that would fulfill both corporate and military needs.

The agreement, unveiled at the Paris Air Show, involves setting up final assembly line at Dassault Reliance Aerospace Limited (DRAL) located in Nagpur, Maharashtra. The facility will serve as a centre of excellence world wide with the Falcon series and also this facility will also be supporting future assembly projects of the Falcon 6X and 8X.

As per the agreement, Dassault Reliance Aerospace Limited (DRAL) will install an ultra modern final assembly facility of the Falcon 2000 aircraft in Nagpur in the state of Maharashtra that is a joint venture between Dassault and Reliance Aerospace. The facility will equally act as a Centre of Excellence (CoE) to Dassault Falcons, to facilitate future assembly programmes of the Falcons such as Falcon 6X and Falcon 8X.

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Siemens Energy debuts at Rs 2,840; Market capitalization jumps to more than Rs 1 lakh crore

 

Siemens Energy debuts at Rs 2,840; Market capitalization jumps to more than Rs 1 lakh crore

Siemens Share Price: The shares of Siemens Energy India Ltd (SEIL) opened a special session of the scrip at Rs 2,840 on Thursday

Siemens Energy Share Price: Siemens Energy India Ltd (SEIL) shares opened special at Rs 2,840 on Thursday, June 19, 2025, and the listed company got a market cap of Rs 1.01 lakh crore. Demerger of the company with Siemens Ltd was made on April 7, 2025, and prior to it, the company was valued at Rs 2,368.8 per share.

Siemens Ltd had confirmed in a regulatory filing on June 18 that SEIL had the clearances of both the BSE as well as the NSE to be listed and trade its equity shares since June 19. The stock will be traded under the scrip ID ENRIN under the group labeled T which prevents intraday trading and also where the price moves within a 5 percent circuit on the first 10 sessions.

SEIL has become the biggest listed pure-play power transmission and distribution (T&D) company in India surpassing other competitors like Hitachi Energy and GE Vernova. In a demerger process, Siemens Ltd shareholders were issued SEIL shares with 1 to 1 ratio.

SEIL targets the transmission and distribution sub sector and small turbines and has been in a good position to leverage on the development of the energy sector in India. Margins recorded an improvement even in the initial 5 months in FY25, according to Motilal Oswal Financial Services. The brokerage anticipates a 25% revenue CAGR and 31% PAT CAGR between FY25 and FY27, whereas the EBITDA margins would increase to 21.4% in FY27. It has called an FY27 multiple of 60x, buying it 1,000 at 3,000 and resumed the coverage with a Buy rating.

HDFC Securities followed suit, pointing to the fact that SEIL has a good spot in decarbonization, power generation, automation of the grid, and clean energy solutions, including green hydrogen and battery storage. It added that Siemens energy has been consistent in providing good margins with a 22.6 EBITDA in H1FY25. HDFC has also recommended a buy call with target of Rs 3,000, on 60x Sep-27 estimated earnings.

Earlier, Jefferies had estimated a listing price of between Rs 2,995 to Rs 3,711, stating that SEIL had the potential of trading in the range of a 60x P/E on March 2027E EPS, slightly higher than the non-energy companies at Siemens Ltd. At its base case, its target price is Rs 3,350.

Nonetheless, brokerages warned of possible threats such as a decline in order inflows, supply chain issues, a rise in fixed expenses, and potential weakness in the capex cycle that would wipe out profits.