Synopsis: Five stocks where DIIs increased holdings reaching up to 50 percent stake, indicating strong institutional accumulation across turnaround, consumption, healthcare, fintech, and industrial sectors.
Domestic Institutional Investors (DIIs) have been steadily increasing their exposure in select companies across multiple industries. This accumulation trend often signals improving earnings visibility, stronger balance sheets, or sector-specific growth drivers that institutional players are positioning for ahead of broader market recognition.
Investors should closely watch these stocks as they represent different high-opportunity themes such as consumption recovery, healthcare expansion, financial digitization, industrial capex cycle, and turnaround plays. The following names highlight where institutional money is actively flowing within these industries. Here are the stocks with increasing DII holding over the last quarter
Bajaj Hindusthan Sugar Ltd
Bajaj Hindusthan Sugar is one of India’s largest integrated sugar producers with operations in sugar manufacturing and ethanol production. The company benefits from government ethanol blending programs and operates multiple sugar mills across Uttar Pradesh, focusing on improving efficiency and expanding renewable energy-linked revenues.
Bajaj Hindusthan Sugar Ltd witnessed a sharp rise in DII holding, increasing from 7.83 percent in Q3 FY26 to 50.41 percent in Q4 FY26, a jump of 42.58 percentage points, reflecting strong institutional accumulation. The company has emerged as a turnaround story, supported by operational improvement, and reported a profit of Rs 126 crore in FY26, marking a clear shift toward profitability and financial stability.
Vishal Mega Mart Ltd
Vishal Mega Mart is a value retail chain offering apparel, groceries, and general merchandise at affordable prices. It operates a wide network of stores across India, targeting middle- and lower-income consumers. The company focuses on strong volume-led growth and expanding its retail footprint in tier-2 and tier-3 cities.
Vishal Mega Mart Ltd saw DII holding rise from 25.47 percent in Q3 FY26 to 32.74 percent in Q4 FY26, an increase of 7.27 percentage points, driven by strong growth visibility in value retail and improving earnings momentum as the company maintains a low debt-to-equity ratio of 0.27, with 5 year PAT CAGR of 48 percent and revenue CAGR of 24 percent, reflecting steady expansion-led profitability.
PB Fintech Ltd
PB Fintech operates digital insurance and lending platforms like Policybazaar and Paisabazaar. It enables users to compare and buy financial products online. The company earns revenue through commissions and fees, benefiting from rising insurance penetration and increasing digital adoption in India’s financial services sector.
PB Fintech Ltd saw strong institutional interest with DII holdings rising from 29.54 percent in Q3 FY26 to 36.72 percent in Q4 FY26, an increase of 7.18 percentage points, indicating steady accumulation. The company maintains a low debt-to-equity ratio of 0.05, reflecting a strong balance sheet position. Over the longer term, it has delivered a 5-year revenue CAGR of 50 percent, supported by consistent growth in its insurance and fintech platform business.
Max Healthcare Institute Ltd
Max Healthcare Institute is one of India’s leading hospital chains providing multi-specialty healthcare services. It operates hospitals primarily in North India with strong focus on tertiary and quaternary care. The company benefits from rising healthcare demand, expansion of hospital capacity, and improving operational efficiencies.
Max Healthcare Institute Ltd saw DII holding rise from 21.20 percent in Q3 FY26 to 26.32 percent in Q4 FY26, an increase of 5.12 percentage points. The company maintains a low debt-to-equity ratio of 0.32, with 5-year revenue CAGR of 27 percent and profit CAGR of 60 percent, showing strong growth momentum.
Bharat Heavy Electricals Ltd
Bharat Heavy Electricals Limited (BHEL) is India’s largest government-owned engineering and manufacturing enterprise in the energy and infrastructure sectors. Established in 1964 and headquartered in New Delhi, it operates under the Ministry of Heavy Industries and is a foundational pillar of the Indian economy.
Bharat Heavy Electricals Ltd saw DII holding increase from 19.70 percent in Q3 FY26 to 23.93 percent in Q4 FY26, an increase of 4.23 percentage points, reflecting steady institutional accumulation. The company maintains a moderate debt-to-equity ratio of 0.31, while delivering a 5-year revenue CAGR of 14 percent and profit CAGR of 21 percent, showing stable growth despite being a large-cap industrial player.
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