Archive · 24 Jul 2025
LIC's June-Quarter Investments Signal Shift to Value Investing
Imagine a big company called LIC that invests money, like a smart shopper.
They made some changes to what they bought in the stock market recently.
Instead of chasing after the popular stocks, they started buying into companies they thought were good deals.
This means they invested more money in some companies and less in others.
Some of the companies they invested in make things like food, metal, and car parts.
Even though some of these companies didn't do well right away, LIC thinks they'll be good investments in the long run.
Other investors are watching LIC to see if they will follow their lead.
LIC increased its stake in 54 companies during the June quarter while decreasing its stake in 64 others.
LIC's investments suggest a shift towards deep-value and conviction plays, moving away from a focus on momentum.
LIC made significant investments in companies such as Patanjali Foods, Shyam Metalics, and Bharat Forge.
These investments occurred despite some stocks experiencing negative returns during the quarter.
Analysts note that LIC's moves might attract foreign players and retail interest in mid-cap companies.
- Who
- Life Insurance Corporation of India (LIC), a major institutional investor.
- What
- LIC made strategic changes to its equity portfolio, increasing stakes in some companies and decreasing in others.
- When
- During the June quarter of FY26.
- Where
- In the Indian stock market.
- Why
- To navigate market volatility and focus on long-term value and conviction plays.
JP Morgan and other Global Brokerages
ICICI Direct and JM Financial
Bharat Forge Performance and Outlook
JP Morgan and other Global Brokerages
Bearish due to weak visibility in commercial vehicles and export markets, citing weak demand.
ICICI Direct and JM Financial
Bullish on Bharat Forge due to its robust order book, expanding presence and well-positioned for long-term value creation.
Gujarat Fluorochemicals Outlook
JP Morgan and other Global Brokerages
Execution risks at stretched valuations, despite battery chemicals offer long-term promise.
ICICI Direct and JM Financial
LIC's move likely reflected faith in the company’s leadership in high-performance fluoropolymers and refrigerant gases.
- Total Companies with Increased Stake
- 54
- Total Companies with Decreased Stake
- 64
- Companies with Most Increased Stake
- Patanjali Foods, Shyam Metalics, Bharat Forge, Gujarat Fluorochemicals, and Havells India
- Bharat Forge Q1 Return
- 12%
- Havells India Q1 Return
- 1.5%
- Patanjali Foods Q1 Return
- -8.7%
- Shyam Metalics Return in Q1
- 2%
- Gujarat Fluorochemicals Return
- -9.7%