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Business

FII ownership hits 14-year low to 14.7%; DII cushions Indian markets with 18.9% rise: Report

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FII ownership hits 14-year low to 14.7%; DII cushions Indian markets with 18.9% rise: Report
Foreign Institutional Investor (FII) ownership as a percentage of total Indian equities has fallen from 19.9 per cent in April 2016 to 14.7 per cent in April 2026, marking its lowest level since June 2012, according to JM Financial‘s Fundamental Research report.

However, as per the report, domestic Institutional Investor (DII) ownership has concurrently risen over the years, reaching 18.9 per cent. This shift highlighted a significant transformation in the market’s holding structure as domestic mutual funds reached a record-high share of domestic equity holdings, a trend fuelled by consistent Systematic Investment Plan (SIP) inflows.

In what the report characterised as a near-perfect counter-absorption, DIIs increased their stake in 39 out of 41 Nifty stocks where FIIs sold. This movement indicated that domestic institutions were acting as a systematic buyer of every FII exit. The breadth of this retreat is reflected in the fact that over the past three years, 41 out of 50 Nifty-50 stocks saw net FII selling, signaling a macro-level decision to reduce India allocation.

“The 12-month FII flow data reveals a market where selling has been the dominant theme, with 10 out of 16 sectors recording net outflows over the period. The bleeding is most severe in IT (-USD 9,222 mn), BFSI (-USD 6,056 mn) and FMCG (-USD 3,744 mn)–three sectors that collectively account for a disproportionate share of Nifty weightage, explaining why index-level FII ownership has been declining steadily,” the report said.

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The JMFS report noted that March 2026 stood out as a particularly brutal month, with the Banking, Financial Services, and Insurance (BFSI) sector alone seeing USD 6,488 million of outflows. Furthermore, the IT sector experienced persistent outflows across almost every single month with no meaningful recovery month recorded during the period.


“The sectoral shift is clear: FIIs are moving toward earnings-resilient, globally comparable sectors (Communication Services, Healthcare) and away from domestic consumption, commodities, and rate-sensitive financials,” the report mentioned.
Despite the general exits from consumption and financials, steady inflows into Capital Goods (+USD 2,894 million) suggested continued FII conviction in the manufacturing and infrastructure cycle. Telecom also recorded a net positive inflow of USD 2,914 million despite some weak months. In April 2026 specifically, the Power sector clocked FII inflows of USD 584 million, followed by Capital Goods at USD 455 million and metals at USD 126 million. “Notable companies experiencing high FII selling by percentage change include KPIT Technologies (-12.9%), Axis Bank (-11.7%), and Patanjali Foods (-10.9%). Conversely, FIIs increased stakes selectively in companies like 360 ONE (+22.8%), GE Vernova T&D (+17.8%), and One 97 (+7.9%),” the report highlighted.

The report emphasised that some of the strongest earnings per share compounders are witnessing the heaviest FII selling, indicating that these exits are not driven solely by earnings growth.

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Business

Improving Operations with Video Tech

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Improving Operations with Video Tech

Businesses often see cameras as simple tools for catching bad actors. Modern tech turns lenses into powerful eyes for your daily business flow. It is a shift from simple security to deep operational insight.

The change transforms a reactive cost into a proactive investment. Better data helps teams make smarter choices every single day. Clearer pictures of what happens on site lead to better results for everyone.

Shifting Perspectives On Modern Security

Old security setups mostly sat idle until something went wrong. Managers spent hours scrolling through grainy footage after a theft had happened. The manual work costs companies time and money that they could never get back.

Today, smart systems work constantly to provide real-time updates. Modern tools like video management software help leaders keep a pulse on their entire site. High-resolution feeds make it easy to see small details from anywhere.

The move toward active monitoring changes how companies think about their hardware. Cameras are no longer just static guards on the wall. They are now data collection points that feed into a larger business strategy.

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Lowering Long-Term Maintenance Costs

Managing hardware across a large campus is often a logistical nightmare. Technicians spend too much time traveling between sites for simple repairs. Travel costs add up quickly over a few months.

A report on campus safety found that moving to cloud platforms cut maintenance costs by 20%. Systems allow for remote updates and health checks without sending a truck. Most glitches get fixed with a few clicks from a central office.

Reducing the need for physical visits keeps the system running longer. It frees up staff to focus on more complex technical needs. It is a more efficient way to handle a large network of devices.

Boosting Retail Sales Through Layout Data

Floor space is expensive for any store owner. Knowing how customers move through aisles is the key to better profits. Small changes in shelf placement can have a huge impact on the bottom line.

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A popular retail news outlet shared that using video data to fix floor layouts leads to a 10% to 12% jump in sales per square foot. It happens when hot spots are identified and filled with high-value items, and it helps owners put the right products on the right path.

Managers can spot where people linger or where they get stuck. Fixing small friction points makes shopping much smoother for everyone. It turns a frustrating visit into a quick and easy trip.

Speeding Up Loss Prevention Efforts

Theft remains a major drain on revenue in the retail world. Catching issues early saves thousands of dollars over a year. Standard security often misses the subtle signs of internal problems.

One loss prevention publication noted that linking cameras with sales data helps find theft patterns 3 times faster than manual checks. Automated alerts flag suspicious register activity the moment it happens. It allows for a fast response before the damage grows.

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Speed lets teams stop losses before they snowball into bigger problems. It takes the guesswork out of auditing hundreds of transactions. Staff can focus on real issues instead of chasing ghosts.

Streamlining Warehouse Workflow Efficiency

Logistics hubs rely on speed and accuracy to stay competitive. Even small delays in packing can ruin a delivery schedule. Video tech helps managers see where the bottlenecks are hiding.

Placing cameras at key hand-off points reveals where boxes pile up. Supervisors use this info to move staff to busier areas immediately. This keeps the flow of goods moving without interruption.

  • Monitor loading dock wait times.
  • Track forklift paths to avoid traffic.
  • Verify package counts at sorting stations.

Data from these views helps plan the day better. It removes the need for managers to walk the floor constantly. They can see everything from a single tablet or phone.

Enhancing Employee Safety And Training

Workplace accidents lead to high insurance costs and lost time. Seeing how teams interact with machinery helps prevent future injuries. It provides a clear record of what went right and what went wrong.

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Video clips serve as perfect teaching tools for new hires. Showing a real example of a safety violation is more effective than a handbook. It makes the risks feel real to everyone in the room.

Teams feel more supported when they see management cares about their physical well-being. Safe environments lead to higher morale across the board. Productivity rises when people feel secure in their roles.

Improving Customer Service Interactions

Long lines at the checkout are the fastest way to lose a sale. Sensors in cameras alert a manager when a 3rd person joins a queue. Tech helps the shop stay ahead of the rush, keeping wait times low for every visitor.

Managers use live feeds to open new registers before lines get long. Systems identify times when more floor staff are needed at certain spots. Reviewing past interactions helps improve staff training for future shifts without any guessing.

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  • Open new registers before lines get long.
  • Identify times when more floor staff are needed.
  • Review interactions to improve staff training.

Seeing these trends live helps a business stay agile and ready for anything. Customers appreciate the quick service and are more likely to return for more visits. It builds a reputation for being a fast and friendly place to shop.

Integrating Data For Better Decisions

Combining video with other business tools creates a full picture of health. It is about more than just looking at a screen and connecting the dots between different parts of the company.

Modern software blends heat maps and traffic counts into one dashboard. Decision makers use the reports to plan future staffing and inventory. It makes the planning process much more accurate for the long term.

Smart tech removes the bias of human observation. Data provides a clear look at what is actually happening on the ground, which leads to confident choices that drive the company forward.

Visibility is the secret to refining every part of a business. Investing in the right tech pays for itself through better habits. It is a way to see the path to success much more clearly.

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Companies that embrace smart tools stay ahead of the curve. Clear sight leads to a much stronger bottom line. Every lens is a chance to make the workday better for everyone.

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Array Technologies, Inc. (ARRY) Q1 2026 Earnings Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Q1: 2026-05-06 Earnings Summary

EPS of $0.06 beats by $0.11

 | Revenue of $223.41M (-26.11% Y/Y) beats by $21.75M

Array Technologies, Inc. (ARRY) Q1 2026 Earnings Call May 6, 2026 5:00 PM EDT

Company Participants

Sarah Sheppard – Head of Investor Relations
Kevin Hostetler – CEO & Director
Neil Manning – COO & President
Keith Jennings – Chief Financial Officer

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Conference Call Participants

Julien Dumoulin-Smith – Jefferies LLC, Research Division
Philip Shen – ROTH Capital Partners, LLC, Research Division
Joseph Osha – Guggenheim Securities, LLC, Research Division
Ben Kallo – Robert W. Baird & Co. Incorporated, Research Division
Tylor Bison
Corinne Blanchard – Deutsche Bank AG, Research Division
David Benjamin – Mizuho Securities USA LLC, Research Division
Colin Rusch – Oppenheimer & Co. Inc., Research Division
Christopher Dendrinos – RBC Capital Markets, Research Division

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Presentation

Operator

Greetings, and welcome to Array Technologies First Quarter and FY 2026 Earnings Call. [Operator Instructions]. As a reminder, this conference is being recorded.

It is now my pleasure to introduce Sarah Sheppard, Array’s Head of Investor Relations. Thank you, and you may proceed, Sarah.

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Sarah Sheppard
Head of Investor Relations

Thank you. I would like to welcome everyone to Array Technologies First Quarter 2026 Earnings Conference Call. I’m joined on this call by Kevin Hostetler, our CEO; Keith Jennings, our CFO; and Neil Manning, our President and COO.

Today’s call is being webcast via our Investor Relations site at ir.arraytechinc.com, where the related presentation and press release are also available. In addition, the press release and the presentation detailing our quarterly results have been posted on the website. Today’s discussion of financial results includes non-GAAP measures. A reconciliation of GAAP to non-GAAP financial measures can be found in the related presentation and on our website. We encourage you to visit our website at arraytechinc.com for the most current information on our company.

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As a reminder, the matters we are discussing today include forward-looking statements regarding market demand and supply, our expected results and other

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Business

Frontier Airlines plane suffers engine fire, reportedly hits pedestrian in Denver

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Frontier Airlines plane suffers engine fire, reportedly hits pedestrian in Denver

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Business

The UK is set for a staycation summer – and there are plenty of hidden gems

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The UK is set for a staycation summer - and there are plenty of hidden gems

Seasoned staycationers share their favourite spots as Airbnb and Booking.com say interest in UK stays are up on last year.

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Business

DHC Q1 2026 slides: SHOP margins expand despite revenue miss

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DHC Q1 2026 slides: SHOP margins expand despite revenue miss


DHC Q1 2026 slides: SHOP margins expand despite revenue miss

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Business

How Sir David Attenborough built 'Green Hollywood'

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How Sir David Attenborough built 'Green Hollywood'

The city is responsible for 80% of the world’s natural history TV shows.

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China April exports rebound strongly, trade surplus widens ahead of Trump visit

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China April exports rebound strongly, trade surplus widens ahead of Trump visit


China April exports rebound strongly, trade surplus widens ahead of Trump visit

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Business

2,00,000% rally! 10 penny stocks that graduated into mid and smallcaps multibaggers – Penny Stocks

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2,00,000% rally! 10 penny stocks that graduated into mid and smallcaps multibaggers - Penny Stocks

Penny stocks are often seen as the riskiest corner of the market, associated with low liquidity, sharp volatility and speculative trading. But over the last five years, a handful of forgotten microcaps have delivered extraordinary wealth creation. Data compiled by ETMarkets shows several stocks that traded below Rs 20 in May 2021 have now become Rs 3,000 crore to Rs 12,000 crore companies, powered by themes such as defence, renewables, railways and infrastructure.

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Business

Earnings call transcript: DHC Q1 2026 misses forecasts, but stock rises

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Earnings call transcript: DHC Q1 2026 misses forecasts, but stock rises

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Earnings call transcript: Motiva Q1 2026 shows strong EBITDA growth

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Earnings call transcript: Motiva Q1 2026 shows strong EBITDA growth

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