Synopsis: Institutional investors have been quietly building positions across a mix of sectors this quarter. From a city gas major undergoing a big corporate restructuring to an EV pioneer and a drone technology leader, foreign and domestic funds have raised their stakes meaningfully between Q4FY26 and Q1FY27.
The latest shareholding pattern data throws up an interesting trend: FIIs and DIIs have stepped up their holdings across a diverse set of companies spanning city gas distribution, electric mobility, defence electronics, specialty chemicals, and drone manufacturing. While some of these shifts stem from corporate actions like mergers, others reflect genuine institutional conviction building in sectors tied to India’s energy transition, defence indigenisation, and technology self-reliance. Here’s a closer look at five such names.
Ola Electric Mobility Ltd
Ola Electric Mobility Ltd is India’s largest electric two-wheeler maker, founded by Bhavish Aggarwal. The company designs, manufactures and sells electric scooters, and is building out battery cell manufacturing and electric motorcycles as part of a vertically integrated EV push in the domestic market. The stock closed at Rs.40.41 on Friday, giving the company a market cap of Rs.18,717 Crore.
FII holding rose from 4.00% in Q4FY26 to 5.12% in Q1FY27, up about 1.1 percentage points. DII holding increased more sharply, from 7.01% to 11.24%, a jump of around 4.2 percentage points, pointing to stronger domestic institutional buying.
Apollo Micro Systems Ltd
Apollo Micro Systems Ltd is a Hyderabad-based defence and aerospace electronics company. It designs and manufactures electronic and electromechanical systems used in missiles, radars and other critical defence and space applications, serving clients such as DRDO, ISRO and the armed forces. The stock closed at Rs.408.85 on Friday, giving the company a market cap of Rs.14,597 Crore.
FII holding climbed from 3.63% in Q4FY26 to 6.21% in Q1FY27, up nearly 2.6 percentage points. DII holding stayed almost unchanged, easing marginally from 1.82% to 1.76%.
Easy Trip Planners Ltd
Easy Trip Planners Ltd, operating under the brand EaseMyTrip, is India’s second-largest online travel platform by air ticket bookings. Founded in 2008 by the Pitti brothers, the company offers end-to-end travel solutions including flights, hotels, holiday packages and bus and rail tickets, and is one of the few consistently profitable listed OTAs in the country. The stock closed at Rs.6.9 on Friday, giving the company a market cap of Rs.2,757 Crore.
FII holding jumped from 1.42% in Q4FY26 to 6.16% in the latest quarter, a sharp rise of about 4.7 percentage points. DII holding, however, dipped slightly, from 2.30% to 2.10%, down 0.2 percentage points. The move comes even as promoter holding continued to slide, from 47.72% to 43.56%, during the same period.
IdeaForge Technology Ltd
IdeaForge Technology Ltd is India’s leading unmanned aircraft systems (UAV) maker, founded in 2007 by IIT Bombay alumni. The company holds close to half the domestic UAV market and supplies drones for both defence and civilian use, including surveillance, mapping and disaster response. The stock closed at Rs.900.75 on Friday, giving the company a market cap of Rs.3,908 Crore.
FII holding rose sharply from 0.73% in Q4FY26 to 4.89% in Q1FY27, up about 4.2 percentage points. DII holding also increased, though more modestly, from 1.50% to 2.69%, a rise of nearly 1.2 percentage points, pointing to fresh institutional buying interest during the quarter.
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