EduInvesting.in | May 15, 2025

While most people were busy watching Raymond lose its pants (demerger), BSE Ltd quietly printed money in Q4, flexing a jaw-dropping 364% YoY jump in net profit.

That’s right — the very exchange where you trade other multibaggers just became one itself.

So, for everyone who thought BSE was just that old, sleepy cousin of NSE — it’s time for a re-rate. And a standing ovation.

💰 The Numbers Are Not Joking

Yes, BSE has gone full beast mode. It now makes more money than some unicorns trying to raise their Series Z.

🧨 Why Did This Happen?

Because trading is booming, and BSE is:

• Charging more fees
• Processing more trades
• Offering new services (like small-cap indices, derivatives, etc.)
• And basically taking a cut from every retail dream and F&O nightmare

So every time your stop-loss gets hit — just remember, BSE thanks you for your service.

🧾 Bonus Time: ₹23 Dividend Bonanza

What’s better than profits? Sharing profits.

• ₹18 per share = regular dividend
• ₹5 per share = special 150th-anniversary dividend 🎉

Yes, they turned 150 and instead of cutting a cake, they dropped a payout bomb. If you held the stock, you’re getting paid just for existing.

🚀 The Stock Went Berserk

BSE hit a fresh all-time high of ₹7,210, and is now:

• Up 91% since March lows
• Close to ₹1 lakh crore market cap
• The kind of stock that makes investors go: “Why didn’t I buy this in 2022 instead of that vegan IPO scam?”

This isn’t just momentum — it’s a structural re-rating of an exchange that’s finally eating NSE’s lunch (at least in smallcaps and derivatives).

📈 What Are Analysts Saying?

• Motilal Oswal: ₹7,600 target
• Nuvama: ₹7,200 target
• EduInvesting: “This is the cleanest monopoly stock since IRCTC went digital.”

And remember — BSE doesn’t have receivables. You pay before you play. It’s a perfect cash machine.

🔍 Should You Buy Now?

Only if you enjoy high-quality, cash-rich, dividend-paying platform businesses that grow with India’s financialization boom.

Seriously, BSE is:

• A regulated monopoly
• Running multiple engines (equities, debt, SME, derivatives)
• Now adding AI-based surveillance and risk engines
• And about to become a case study in quiet compounding

⚠️ Risks? Yeah, a Few.

• Still tiny compared to NSE in volumes
• SEBI can regulate fees
• Tech glitches (though rare) can impact trust
• Derivatives biz is still catching up

But honestly, if you’re buying for long-term India story + market penetration + platform scale… it’s hard to find better at this price.

🧠 EduVerdict:

BSE is no longer just the place you list. It’s the place you own.

Whether you’re a trader burning cash on options, or an investor sipping chai — BSE is profiting either way.

And with a ₹494 crore profit quarter and a ₹23/share payout, it’s not just in the business of stocks.

It IS the stock.