Mutual funds raising stakes in select stocks during Q2 signals growing institutional confidence and positive earnings outlook. For investors, this trend highlights emerging opportunities backed by professional conviction, while for the industry, it reflects shifting sentiment toward sectors showing resilience, growth potential, and improved fundamental strength.
1. Time Technoplast
Time Technoplast Ltd. is a big multinational company founded in 1992 in India, making plastic and polymer items like drums, containers, pipes, and gas cylinders. It serves industries such as packaging, cars, and building, with factories in 11 countries including India, UAE, and USA. Led by skilled experts, it focuses on new ideas and serves over 900 clients with a wide sales network.
Time Technoplast Limited’s stock, with a market capitalisation of Rs. 9,962 crores fell to Rs. 218.39, hitting a low of up to 1.25 percent from its previous closing price of Rs. 221.17.
In the latest month, the mutual fund holding is at 12.6%, which is a small increase from the previous month’s holding of 12.1%. This means mutual funds own a slightly larger piece of the company now than they did last month. For the schemes, there are 20 in August 2025, which is just a bit more than 19 in July 2025, showing that one more mutual fund scheme has invested compared to the previous month.
The company reported revenue of Rs. 1,353 crore in Q1FY26, rising 10% YoY from Rs. 1,230 crore in Q1FY25 but declining 8% QoQ from Rs. 1,469 crore in Q4FY25. Over the past three years, revenue has grown at a 14% CAGR, reflecting steady business expansion.
Net profit stood at Rs. 97 crore in Q1FY26, up 21% YoY from Rs. 80 crore but down 13% QoQ from Rs. 112 crore. The company has maintained strong profitability, recording a 27% profit CAGR and a 12% ROE CAGR over the last three years.
2. Chennai Petroleum Corporation
Chennai Petroleum Corporation Ltd., or CPCL, started in 1965 as a joint venture and is now owned by Indian Oil Corporation. Based in Chennai, India, it runs refineries that turn crude oil into fuels like petrol, diesel, kerosene, and jet fuel, plus wax and bitumen. With a capacity of 11.5 million tonnes yearly, it supplies energy products mainly in South India and supports petrochemical needs.
Chennai Petroleum Corporation Limited’s stock, with a market capitalisation of Rs. 11,947 crores fell to Rs. 800.85, hitting a low of up to 0.55 percent from its previous closing price of Rs. 805.30.
Mutual funds now own a slightly bigger share of the company, as their holdings grew from 1.77% to 1.95% in the September 2025 quarter. However, the total number of mutual fund schemes dropped from 18 to 17, meaning one scheme stopped investing during this period.
The company reported revenue of Rs. 14,812 crore in Q1FY26, declining 13.3% YoY from Rs. 17,095 crore and 14.1% QoQ from Rs. 17,249 crore. Despite a 3-year sales CAGR of 11%, the recent performance indicates pressure on topline growth, with softer demand or pricing affecting quarterly revenues.
Net profit turned negative at Rs. 40 crore in Q1FY26 compared to Rs. 357 crore in Q1FY25 and Rs. 470 crore in Q4FY25, reflecting a steep fall. Over three years, profit CAGR stood at -46%, while ROE maintained a healthy 31% CAGR, suggesting strong long-term profitability but near-term margin stress.
3. Canara Bank
Canara Bank is a major public sector bank in India, started in 1906 in Mangalore by Ammembal Subba Rao Pai, a kind-hearted leader. Now based in Bengaluru, it was nationalized in 1969 and grew by merging with other banks. It offers savings accounts, loans, and insurance to over 117 million customers through 9,800 branches and 11,000 ATMs across India, with offices in London, Dubai, and New York.
Canara Bank Limited’s stock, with a market capitalisation of Rs. 1,13,410 crores fell to Rs. 124.70, hitting a low of up to 2.62 percent from its previous closing price of Rs. 128.06.
Mutual funds have increased the amount of shares they own, moving from 4.21% up to 5.71% in the September 2025 quarter. The number of mutual fund schemes buying shares also grew, rising from 34 to 38 during the same period.
The company reported Q1FY26 revenue of Rs. 31,523 crore, up 8.1% YoY from Rs. 29,173 crore and marginally higher by 0.1% QoQ compared to Rs. 31,496 crore in Q4FY25. Over the last three years, sales have grown at a CAGR of 20%, supported by consistent operational performance and expansion in market presence.
Net profit in Q1FY26 stood at Rs. 3,233 crore, down 21.1% YoY from Rs. 4,098 crore and slipping 36.7% QoQ from Rs. 5,111 crore. Despite the quarterly and yearly dip in earnings, the company has delivered a robust 42% profit CAGR and a 17% ROE CAGR over the past three years, indicating strong long-term profitability.
Written By Fazal Ul Vahab C H
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