Indian equities have been under pressure recently, moving in line with global markets amid rising geopolitical tensions. The situation intensified as the escalating conflict between Iran and the US-Israel pushed oil prices sharply higher, among other factors. While the correction has dragged many stocks down significantly, identifying the right opportunities remains a challenge. In such times, tracking the moves of Foreign Institutional Investors (FIIs) can offer valuable insights, as their decisions are typically backed by deep research.
Looking ahead, shareholding disclosures for the March 2026 quarter from major institutional investors such as FIIs will be closely watched. Meanwhile, investment trends over the first three quarters of FY26 already highlight interesting patterns. FIIs have steadily increased their stakes in around 90 companies with market capitalisations exceeding Rs 3,000 crore. Notably, 11 of these stocks have delivered strong returns ranging from 70% to an impressive 1,500%, with seven turning into multibaggers during FY26. (Data source: ACE Equity)