Synopsis:
Two major equity fund holdings which are First State Asia Pacific Leaders Fund and Stewart Investors Asia Pacific Leaders Fund sold stake on August 21, 2025. The combined trade value stands at around Rs. 552.77 crore
Tata group company is in focus after FII’s sold their stake for more than Rs. 552 crores. Recent data from a leading portfolio management interface highlights two significant sell transactions on Aug 21st, involving major Asia-Pacific equity funds.
With market capitalization of Rs. 45,456 cr, the shares of Tata Communication Ltd are currently trading at Rs. 1,595 apiece from its previous closing of Rs. 1,589 apiece.
News
The first entry is “First State Asia Pacific Leaders, is selling a total of 1,479,382 shares at an average price of Rs. 1,602.34 each, amounting to a total value of Rs. 237.05 crore. The sizable trade suggests a substantial move, possibly reflecting changes in market outlook, re-evaluation of fund strategy, or a desire to redistribute capital to other opportunities.
The second transaction involves the “Stewart Investors Asia Pacific Leaders Fund.” Here, a slightly larger volume is being offloaded of 19,85,648 shares at Rs. 1,590.01 per share, reaching a trade value of Rs. 315.72 crore. Stewart Investors’ Asia Pacific Leaders Fund is well-known for targeting leading companies in fast-growing economies in the region, and such a large sale could indicate portfolio adjustments in response to current market dynamics.
Both transactions are marked “Sell,” and together their total value is over Rs. 552 crore. When large blocks of shares from reputable Asia Pacific equity funds are traded in this manner, it often points to broader shifts in profit-taking after a period of growth, anticipation of market corrections, or strategic realignment in response to global or regional developments.
About the company
Tata Communications Ltd is a leading global digital ecosystem enabler, offering a wide range of services including network, cloud, cybersecurity, collaboration, IoT, and mobility solutions. Headquartered in Mumbai, the company operates one of the world’s largest subsea cable networks and serves enterprises across more than 190 countries and territories. It plays a key role in powering digital transformation for businesses by providing secure, scalable, and innovative communication and connectivity solutions.
Sales remained steady at Rs. 5,960 crore in Q1FY26, similar to Q4FY25. However, net profits plunged sharply from Rs. 1,041 crore in Q4FY25 to Rs. 190 crore in Q1FY26.
The company reports a ROCE of 14.8% and a strong ROE of 55.2%, with a notable three-year average ROE of 78.3%. It also maintains a healthy dividend payout ratio of 40.4%, reflecting consistent returns to shareholders.
Written by Manideep Appana
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