Home / Business and Economy / FIIs Bet Big on Industrial Stocks: 3 Companies Gain Traction
FIIs Bet Big on Industrial Stocks: 3 Companies Gain Traction
29 Oct
Summary
- Foreign investors increased stakes in EPL, Welspun Corp, and PTC Industries.
- EPL leads with a 9.63% FII stake hike, Welspun Corp follows with 8.48%.
- Companies show strong order books, expansion plans, and diverse product offerings.
Foreign institutional investors (FIIs) demonstrated a shift in strategy during the July-September quarter, divesting Rs 7,130 crore from capital goods stocks while increasing holdings in select industrial companies. EPL Ltd. experienced a notable 9.63 percentage point rise in FII stake, reaching 23.7%. The company, a global leader in specialty packaging, reported a 25.3% revenue increase, with sustainable tubes gaining market share.
Welspun Corp, a major manufacturer of large-diameter line pipes, saw FIIs raise their stake by 8.48 percentage points to 23.09%. The company secured significant orders, including a substantial deal for a US data center pipeline, bolstering its order book to an all-time high of approximately Rs 50,000 crore by October 2026.
PTC Industries, specializing in precision metal components for aerospace and defense, also attracted FIIs, with a 4.44 percentage point stake increase to 8.39%. Recent agreements with Airbus and Safran, along with orders from BrahMos Aerospace and DRDO, highlight its expanding role in critical defense and aerospace supply chains.
These companies are actively investing in business expansion and demonstrating strong order pipelines. EPL is finalizing a merger, Welspun Corp is expanding manufacturing in the US and Saudi Arabia, and PTC Industries is broadening its aerospace and defense collaborations. Investors are advised to monitor earnings growth, capital efficiency, and valuations for these firms.
