Synopsis:
Bulk deals in Cupid, Afcom Holding, and Nexus Select Trust highlight shifting ownership; robust revenue growth contrasts with mixed profit trends, signalling institutional activity and evolving market confidence.
Bulk deal activity in select stocks and a REIT signals heightened institutional interest and shifting ownership patterns. For investors, such moves often indicate evolving confidence, liquidity opportunities, and potential re-rating triggers. For the broader industry, it highlights growing participation, capital flows, and the deepening maturity of India’s market ecosystem.
1. Cupid
A company known for manufacturing condoms and women’s hygiene products. It is based in India and exports to many countries worldwide. With a market capitalisation of Rs. 4,614 crore, it rose to Rs. 172.39, hitting a high of up to 0.61 percent from its previous closing price of Rs. 171.33. Unity Associates purchased 15 lakh shares (0.55% equity) at Rs. 171.9 per share.
In Q1FY26, the company reported revenue of Rs. 60 crore, up 53% YoY from Rs. 39 crore in Q1FY25 and 7% QoQ from Rs. 56 crore in Q4FY25. Profit stood at Rs. 15 crore, marking an impressive 88% YoY growth from Rs. 8 crore in Q1FY25 and a healthy 25% QoQ increase from Rs. 12 crore in Q4FY25.
Also read: Auto ancillary stock jumps 7% after receiving ₹70 Cr order to supply material handling components
2. Afcom Holding
A company that provides data centre and telecommunications solutions. It offers services mainly to businesses in Africa and the Middle East. With a market capitalisation of Rs. 2,155 crore, it fell to Rs. 855, hitting a low of up to 2.24 percent from its previous closing price of Rs. 874.60. Seyyadurai Nagarajan sold 1.27 lakh shares (0.51% equity) at Rs. 885.91 per share.
In Q1FY26, the company posted revenue of Rs. 119 crore, registering a strong 197.5% YoY growth from Rs. 40 crore in Q1FY25 and a solid 19% QoQ increase from Rs. 100 crore in Q4FY25. Profit came in at Rs. 27 crore, a sharp jump from Rs. 1 crore in Q1FY25, reflecting a 2,600% YoY growth, and remained flat on a QoQ basis against Rs. 27 crore in Q4FY25.
3. Nexus Select Trust
India’s first listed retail-focused Real Estate Investment Trust (REIT). It owns and manages shopping malls and commercial real estate properties. With a market capitalisation of Rs. 22,726 crore, it fell to Rs. 150.01, hitting a low of up to 0.14 percent from its previous closing price of Rs. 150.22. Goldman Sachs (Singapore) offloaded, while Goldman Sachs Bank Europe acquired, 12.3 lakh shares at Rs. 150 per share.
In Q1FY26, the company reported revenue of Rs. 614 crore, up 10.8% YoY from Rs. 554 crore in Q1FY25 and 5.9% QoQ from Rs. 580 crore in Q4FY25. Profit stood at Rs. 120 crore, declining 14.3% YoY from Rs. 140 crore in Q1FY25 but improving 5.3% QoQ from Rs. 114 crore in Q4FY25.
Written By Fazal Ul Vahab C H
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