Archive · 1 Aug 2025
FIIs Bullish on Select Indian PSU Stocks
Some foreign investors are now buying more shares in certain government-owned companies in India.
These companies are involved in making things like defense equipment and oil.
This article highlights the reasons behind their interest in these companies.
Bharat Electronics, Mazagon Dock Shipbuilders, Cochin Shipyard, and HPCL are all seeing increased investment.
These investors see potential for growth.
Investors are looking for companies with solid financial performance and clear plans.
Foreign Institutional Investors (FIIs) are increasing their holdings in select Public Sector Undertakings (PSUs).
Bharat Electronics (BEL), a defense electronics manufacturer, saw a 1.2% increase in FII ownership between December 2024 and June 2025.
Mazagon Dock Shipbuilders (MDL) experienced a 1% rise in FII ownership during the same period, indicating increased interest in India's naval modernization.
Cochin Shipyard, a shipbuilder, also saw a 1% increase in FII ownership, expanding capabilities into ship repair.
Hindustan Petroleum Corporation (HPCL) saw a 1% rise in FII ownership, with the completion of its capex cycle.
- Who
- Foreign Institutional Investors (FIIs), Bharat Electronics (BEL), Mazagon Dock Shipbuilders (MDL), Cochin Shipyard, Garden Reach Shipbuilders & Engineers (GRSE) and Hindustan Petroleum Corporation (HPCL).
- What
- FIIs are increasing investments in select PSU stocks.
- When
- Between December 2024 and June 2025 and FY25.
- Where
- India
- Why
- FIIs see potential for growth and value in select PSUs.
Factors for Growth
Near-Term Uncertainties
Market Dynamics
Factors for Growth
Earnings visibility, credible capex plans, and clean balance sheets drive investment.
Near-Term Uncertainties
Market factors may create delays, or require adaptations.
- BEL FII Ownership Increase
- 1.2% (Dec 2024-June 2025)
- BEL FY25 Revenue
- Rs 204 billion
- MDL FII Ownership Increase
- 1% (Dec 2024-June 2025)
- Cochin Shipyard Revenue Growth (FY25)
- 24% YoY
- HPCL FY25 Revenue
- Rs 4.3 trillion
