On March 27, 2025, Motilal Oswal Mutual Fund made a fresh stake in defence and electronics stocks, signaling confidence in the sector’s growth. Meanwhile, the fund has sold its stake in a drone technology stock, possibly adjusting its investment strategy. These moves reflect the fund’s active approach to portfolio management based on market opportunities.
Here are a few stocks in which Motilal Oswal Mutual Fund has bought a stake:
BEML Limited
With a market capitalization of Rs. 13,400.37 crores, the share of BEML Limited has reached an intraday high of Rs. 3366.10 per equity share, rising nearly 7.45 percent from its previous day’s close price of Rs. 3132.65. Since then, the stock has retreated and is currently trading at Rs. 3217.80 per equity share.
Motilal Oswal Mutual Fund executed a bulk purchase of 2.66 lakh shares of BEML Limited on 27th March 2025, at an average price of Rs. 3,048.30 per share. The total value of the transaction amounted to approximately Rs. 81.15 crore.
BEML Limited, formerly Bharat Earth Movers Limited, was established in May 1964 as a Public Sector Undertaking in India. The company specializes in manufacturing heavy equipment for sectors such as defence, mining, and railways, playing a crucial role in India’s infrastructure development.
The company’s revenue has decreased from Rs. 1,047 crore in Q3 FY24 to Rs. 876 crore in Q3 FY25, which has dropped by 19.52 percent. The net profit has also gone down by 50 percent from Rs. 48 crore in Q3 FY24 to Rs. 24 crore in Q3 FY25.
Cyient DLM Limited
With a market capitalization of Rs. 3,692.89 crores, the share of Cyient DLM Limited has reached an intraday high of Rs. 483.55 per equity share, rising nearly 7.81 percent from its previous day’s close price of Rs. 448.50. Since then, the stock has retreated and is currently trading at Rs. 466.60 per equity share.
On 27th March 2025, Motilal Oswal Mutual Fund executed a bulk purchase of 5.3 lakh shares in Cyient DLM at an average price of Rs. 436.09 per share. The total value of the transaction amounts to approximately Rs. 23.1 crore.
Cyient DLM Limited was established in 1993 and is headquartered in Mysuru, India. The company specializes in integrated Electronics Manufacturing Services (EMS) and provides design-led solutions, including printed circuit board assembly, cable harnesses, box builds, and precision machining for industries like aerospace, defence, medical, and automotive.
The company’s revenue has increased from Rs. 321 crore in Q3 FY24 to Rs. 357 crore in Q3 FY25, which has grown by 11.21 percent. The net profit has gone down by 11.11 percent from Rs. 18 crore in Q3 FY24 to Rs. 16 crore in Q3 FY25.
Here is a stock in which Motilal Oswal Mutual Fund has sold a stake:
Ideaforge Technology Limited
With a market capitalization of Rs. 1,529.77 crores, the share of Ideaforge Technology Limited has reached an intraday high of Rs. 365.40 per equity share, rising nearly 6.14 percent from its previous day’s close price of Rs. 344.25. Since then, the stock has retreated and is currently trading at Rs. 355.10 per equity share.
On 27th March 2025, Motilal Oswal Mutual Fund sold 3.1 lakh shares in Ideaforge Technology at an average price of Rs. 344.39 per share. The total value of the transaction amounts to approximately Rs. 10.6 crore, reflecting the fund’s decision to reduce its holdings in the company.
IdeaForge Technology Limited was established in 2007 and is headquartered in Navi Mumbai, India. The company specializes in designing, manufacturing, and marketing unmanned aerial vehicles (UAVs) for security, surveillance, and mapping applications. It is a leader in India’s drone industry, serving defence and civil sectors globally.
The company’s revenue has decreased from Rs. 91 crore in Q3 FY24 to Rs. 18 crore in Q3 FY25, which has dropped by 80.22 percent. The net profit has turned into a net loss, from Rs. 15 crore in Q3 FY24 to Rs. -24 crore in Q3 FY25.
Written By – Nikhil Naik
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