Synopsis: FIIs and HNIs are showing strong conviction in Healthcare and FMCG during Q4FY26. Healthcare leads HNI allocations and saw notable FII increases in Natco Pharma and others, while FMCG attracted strong FII inflows into Vishal Mega Mart and others.
FIIs and HNIs continue to show strong sectoral preferences in Q4FY26, with capital allocation increasingly concentrated in a few high-conviction themes. Their positioning reflects a focus on defensive growth, earnings visibility, and long-term structural demand.
Among key sectors, Healthcare and FMCG have emerged as clear favourites, attracting consistent institutional inflows. While Healthcare is seeing stronger HNI participation alongside rising FII stakes, FMCG continues to draw steady foreign interest due to its stability and consumption-driven growth outlook.
Healthcare
The Healthcare sector stands out as a highly favored destination for both FIIs and HNIs. Foreign Institutional Investors hold a commanding 16.71% stake in this sector, making it one of the top four sectors for foreign capital allocation across the entire list.
Simultaneously, High Net Worth Individuals have allocated 2.60% of their holdings to Healthcare, which is the single highest HNI percentage across all 12 listed sectors. The rest of the sector is largely dominated by Private Promoters at 50.69% and Mutual Funds at 13.01%, showcasing a well-balanced mix of private ownership and heavy institutional backing.
Foreign Institutional Investors (FIIs) increased their stake in several healthcare companies during Q4FY26, indicating growing institutional confidence in the sector. In Krishna Institute of Medical Sciences (KIMS) Ltd, FII shareholding rose from 14.33% in Q3FY26 to 14.57% in Q4FY26.
Natco Pharma Ltd witnessed a more significant increase, with FII ownership climbing from 15.16% to 17.37% during the same period. Meanwhile, Marksans Pharma Ltd recorded the sharpest rise, as FII shareholding nearly doubled from 8.13% in Q3FY26 to 16.76% in Q4FY26, reflecting strong foreign investor interest in the company.
FMCG
The Fast Moving Consumer Goods (FMCG) sector also enjoys strong institutional confidence, though its distribution varies slightly from that of Healthcare. FIIs maintain a robust position with a 15.12% stake, indicating substantial foreign interest in the stable cash flows and defensive nature of consumer goods.
HNIs are holding a 1.87% stake, which is noticeably lower than their allocation in Healthcare. Interestingly, FMCG features a much stronger footprint from domestic Retail investors at 9.12% and Insurance Companies at 8.16%, while Private Promoters closely mirror the Healthcare sector with a 49.98% controlling stake.
Foreign Institutional Investors (FIIs) significantly increased their holdings in select consumer-focused companies during Q4FY26, reflecting growing confidence in their growth prospects. In Vishal Mega Mart Ltd, FII shareholding rose sharply from 15.52% in Q3FY26 to 22.01% in Q4FY26.
Bajaj Consumer Care Ltd also witnessed strong institutional interest, with FII ownership increasing from 9.70% to 16.59% during the quarter. Meanwhile, CCL Products (India) Ltd recorded a modest increase in FII participation, with shareholding rising from 11.01% in Q3FY26 to 11.24% in Q4FY26.
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