Synopsis:
Promoter stake changes during the September quarter have drawn investor attention across multiple sectors, reflecting shifts in ownership patterns and confidence levels. Sectors such as specialty chemicals, housing finance, agri-business, pharmaceuticals, NBFCs, and cement saw notable activity.
The September quarter witnessed promoter stake reductions across key sectors including chemicals, housing finance, agri-business, pharma, and cement. These changes may indicate selective profit-taking and capital restructuring moves by promoters, even as companies in these industries continue to focus on growth, margin improvement, and expansion plans amid a challenging macro environment.
Clean Science and Technology Ltd
Clean Science and Technology is a leading specialty chemicals manufacturer based in India, known for producing performance chemicals, pharmaceutical intermediates, and FMCG ingredients using eco-friendly and cost-efficient processes. The company’s focus on clean technologies, high margins, and export-led growth has made it one of the key players in the specialty chemical segment.
With market capitalization of Rs. 11,190 cr, the shares of Clean Science and Technology Ltd are currently trading at Rs. 1,053 per share, from its previous close of Rs. 1,049.30 per share. Promoters have decreased holdings from 74.97% in Q1FY26 to 50.97% in Q2FY26.
Aptus Value Housing Finance India Ltd
Aptus Value Housing is a housing finance company focused on providing loans to self-employed individuals and low- to middle-income groups in semi-urban and rural areas. It primarily serves the affordable housing segment with strong underwriting standards, low NPAs, and a robust presence in southern India.
With market capitalization of Rs. 15,648 cr, the shares of Aptus Value Housing Finance India Ltd are currently trading at Rs. 312 per share, from its previous close of Rs. 317 per share. Promoters have decreased holdings from 40.37% in Q1FY26 to 23.87% in Q2FY26.
AWL Agri Business Ltd
AWL Agri Business, part of Adani Wilmar Ltd, operates in the edible oil, food, and agri-inputs segments. It manages the company’s bulk trading and distribution of agricultural commodities, including oilseeds, grains, and pulses. The business leverages strong supply chain integration and global sourcing capabilities, contributing significantly to AWL’s overall revenues.
With market capitalization of Rs. 35,474 cr, the shares of AWL Agri Business Ltd are currently trading at Rs. 272.95 per share, from its previous close of Rs. 275.70 per share. Promoters have decreased holdings from 74.36% in Q1FY26 to 63.94% in Q2FY26.
Cohance Lifesciences Ltd
Cohance Lifesciences is an integrated pharmaceutical solutions provider focusing on contract development and manufacturing (CDMO) and specialty APIs. Formed from the consolidation of several API and CRAMS businesses by Advent International, the company serves global pharma clients and plays a growing role in the life sciences outsourcing space.
With market capitalization of Rs. 29,916 cr, the shares of Cohance Lifesciences Ltd are currently trading at Rs. 782 per share, from its previous close of Rs. 786.35 per share. Promoters have decreased holdings from 66.41% in Q1FY26 to 57.49% in Q2FY26.
Blue Jet Healthcare Ltd
Blue Jet Healthcare is a specialty pharmaceutical and healthcare ingredient manufacturer specializing in contrast media intermediates, high-intensity sweeteners, and pharma intermediates. With a strong focus on innovation and global partnerships, it caters to major multinational pharmaceutical companies and maintains a solid export-driven revenue base.
With market capitalization of Rs. 11,190 cr, the shares of Blue Jet Healthcare Ltd are currently trading at Rs. 645.10 per share, from its previous close of Rs. 651.80 per share. Promoters have decreased holdings from 86% in Q1FY26 to 79.81% in Q2FY26.
Authum Investment & Infrastructure Ltd
Authum Investment is a non-banking financial company (NBFC) engaged in investment, financing, and lending activities. It focuses on both capital market investments and structured finance solutions. The company gained visibility after acquiring Reliance Home Finance and Reliance Commercial Finance, expanding its footprint in retail and corporate lending.
With market capitalization of Rs. 49,693 cr, the shares of Authum Investment & Infrastructure Ltd are currently trading at Rs. 2,925.80 per share, from its previous close of Rs. 2,973.50 per share. Promoters have decreased holdings from 74.95% in Q1FY26 to 68.79% in Q2FY26.
India Cements Ltd
India Cements is one of India’s leading cement manufacturers with a strong presence in southern and western India. Established in 1946, the company operates multiple plants and markets cement under well-known brands like Sankar, Coromandel, and Raasi. Despite facing margin pressures, it continues to benefit from infrastructure and housing demand recovery.
With market capitalization of Rs. 12,794 cr, the shares of India Cements Ltd are currently trading at Rs. 413 per share, from its previous close of Rs. 391.05 per share. Promoters have decreased holdings from 81.49% in Q1FY26 to 75.60% in Q2FY26.
Written by Manideep Appana
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