FIIs Boost Stakes in 9 Stocks for 3 Quarters: See Top Gainers
Foreign Institutional Investors (FIIs) are signaling high conviction in specific Indian equities, having steadily increased their holdings in several BSE 500 companies over the last three quarters of FY26. This research-driven accumulation has preceded significant price rallies, with some stocks delivering returns of up to 115% and three emerging as multibaggers.
The Rise of FII-Backed Multibaggers
Data from ACE Equity reveals that FIIs increased their stakes across approximately 65 BSE 500 stocks during the September 2025, December 2025, and March 2026 quarters. Among these, nine stocks stood out for delivering returns between 50% and 115%.
The standout performer was a stock that surged 115% over the past year, climbing from ₹2,299 to ₹4,937. This rally was supported by a consistent increase in FII ownership, which rose from 14.49% in June 2025 to 20.39% by March 2026. Similarly, National Aluminium Company (NALCO) witnessed a 102% gain, with FII holdings jumping from 15.06% to 22.27% over the same period.
Another significant mover was a stock that appreciated from ₹17,039 to ₹34,337—a gain of 102%—as FII participation grew from 7.19% to 11.68%. A third multibagger saw its price rise from ₹7,983 to ₹15,238, representing a 91% increase, while FII stakes remained steady but upwardly mobile, moving from 9.06% to 9.38%.
Sectoral Trends and Steady Accumulation
Beyond the multibaggers, several other stocks showed robust growth driven by continuous institutional interest. For instance, a company seeing 69% returns (rising from ₹3,322 to ₹5,623) saw FII holdings climb from 17.50% to 20.77%.
In the chemical and industrial sectors, we see varied but positive trends:
- Navin Fluorine International: Gained 61%, with FII holdings moving from 21.55% to 23.78%.
- Himadri Speciality Chemical: Rose 58%, as FII stakes grew from 11.45% to 18.21%.
- Hindalco Industries: Advanced 61%, with FII ownership strengthening from 1.89% to 5.55%.
- Steel Authority of India (SAIL): Reported a 57% climb, with FII holdings rising from 27.60% to 29.96%.
Consistent Growth in Mid-Range Gainers
La tendance à l'accumulation des FII s'est étendue aux actions présentant des hausses modérées mais saines. Une action a enregistré une hausse de 47 % (passant de 188 ₹ à 276 ₹) alors que les FII ont augmenté leur participation de 6,19 % à 7,63 %. Parallèlement, The Great Eastern Shipping Company a progressé de 43 %, soutenue par une participation des FII passant de 5,20 % à 5,98 %, et SAIL a connu une appréciation de 42 % parallèlement à une hausse des avoirs des FII de 3,65 % à 5,01 %.
Ces schémas suggèrent que les FII ne recherchent pas seulement des pics à court terme, mais qu'ils construisent des positions à long terme dans des entreprises faisant preuve d'une solidité fondamentale constante.
Points clés
- Conviction institutionnelle : Les FII ont augmenté leurs participations dans 65 actions du BSE 500 sur trois trimestres consécutifs au cours de l'exercice 2026, signalant une forte confiance dans des segments de marché spécifiques.
- Rendements exceptionnels : Neuf actions sélectionnées ont surperformé le marché, dont trois ont multiplié leur valeur et les meilleures performances ont délivré des rendements allant jusqu'à 115 %.
- Corrélation entre participations et prix : Dans presque tous les cas de haute performance, la hausse du cours de l'action s'est accompagnée d'une augmentation régulière, trimestre après trimestre, des pourcentages de détention des FII.