In the recent quarter ending June 2025 (Q1 FY26), FIIs have ramped up stakes in several Indian companies that are not just growing revenues but crushing profit targets too. These aren't random picks they're backed by solid fundamentals like booming sectors in renewables, infrastructure, and tech. In this first part, we'll zoom in on eight standouts: Swiggy, Hitachi Energy, Waaree Energies, JSW Infrastructure, Premier Energies, Garden Reach Shipbuilders, Tata Technologies, and Sagility India. With India's economy firing on all cylinders, these FII buying stocks could be your ticket to portfolio gains. Let's dive into the details and see why they're heating up.
The Buzz Around FII Buying in High-Growth Stocks
FIIs poured billions into Indian equities last quarter, betting on themes like clean energy, defense, and digital services. Why now? India's GDP is projected to hit 7% in FY26, with government pushes in infra and renewables creating tailwinds. These companies where FIIs increased stakes also boast some of the highest profit growth rates, often double or triple digits. But remember, markets can swing—factor in valuations and do your homework. Here's the lowdown on these gems, fresh from Q1 data.
1. Swiggy – Food Delivery Giant Feeding Investor Appetite
Swiggy's Q1 FY26 was a feast, with FII stake jumping from 4.9% to 7.36%. Sales skyrocketed 54% YoY to ₹4,961 crore, though losses widened to ₹955 crore amid expansion costs. Still, with Instamart's quick-commerce boom, Swiggy's eyeing profitability soon. If you're into consumer tech, this one's cooking up long-term gains.
2. Hitachi Energy India – Powering Up with Mega Profit Leaps
Hitachi Energy saw FII holdings rise from 4.96% to 7.19%, and for good reason—net profit exploded 1163% YoY to ₹132 crore on sales up 11% to ₹1,479 crore. Grid upgrades and renewable integration are driving this. As India electrifies, Hitachi's a solid pick for energy transition plays.
3. Waaree Energies – Solar Star Shining Bright
FIIs boosted their stake in Waaree from 1.4% to 2.68%, matching its stellar Q1: profit up 92% YoY to ₹772.89 crore, revenue climbing 31% to ₹4,597 crore. With a ₹49,000 crore order book and U.S. expansions, Waaree's riding the green wave. Renewables investors, this could light up your returns.
4. JSW Infrastructure – Building India's Trade Backbone
JSW Infra didn't disclose exact FII hikes, but institutional interest is clear with profit surging 31% YoY to ₹390 crore and revenue up 21% to ₹1,224 crore. Cargo volumes grew 5%, thanks to coal terminals and new acquisitions. With ₹4,000 crore capex planned, it's primed for infra boom.
5. Premier Energies – Solar Manufacturing Maverick
Premier saw FII stake climb from 3% to 4.38%, fueled by FY25's 305% profit jump and 109% revenue growth. Q1 FY26 details are sparse, but its 2 GW cell capacity and ₹84,456 crore order book scream potential. Backward integration keeps costs low—watch this for EV and solar synergies.
6. Garden Reach Shipbuilders – Defense Dynamo Sailing High
FII holding rose from 3.9% to 5.3%, on the back of FY25's 46% profit rise to ₹527 crore and 41% revenue jump to ₹5,075 crore. With navy orders pouring in, GRSE's expanding to 28 ships by FY26. Defense stocks are hot; this one's got staying power.
7. Tata Technologies – Engineering Tech Growth
Tata Tech's FII inflows are buzzing, though specifics are limited. Recent quarters show steady engineering services demand, with profit growth in double digits. As EVs and aerospace rev up, it's a Tata Group bet worth considering.
8. Sagility India – Healthcare Tech on the Rise
Sagility attracted FII attention with its niche in healthcare analytics. Profit growth details are emerging, but sector tailwinds like digital health point to upside. Keep it on radar for steady compounding.
Final Take: Why These FII Stocks Could Dominate 2025
From Swiggy's consumer play to Waaree's green energy surge, these companies where FIIs are buying big are aligned with India's growth story. High profit jumps in Q1 FY26 signal momentum, but watch macros like inflation. Dips could be buy opportunities consult your advisor.
Comments
Post a Comment