Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>We highlight large and small cap companies that experienced significant insider buying during October 2025, as reported on the stock exchanges.</li>
<li>October 2025 saw fewer companies reporting insider buying due to silent period before reporting their half yearly results.</li>
<li>Promoters of few companies had made the purchase in September but reported on exchanges in the month of October.</li>
</ul>


We highlight large and small cap companies that experienced significant insider buying during October 2025, as reported on the stock exchanges.
October 2025 saw fewer companies reporting insider buying due to silent period before reporting their half yearly results.
Promoters of few companies had made the purchase in September but reported on exchanges in the month of October.


Insider Activity: Who Bought Their Own Stock in October?

<ul>
<li>We highlight large and small cap companies that experienced significant insider buying during September 2025, as reported on the stock exchanges.</li>
<li>We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.</li>
<li>As September is a month just before the result season starts, some of these companies may highlight about improving prospects during coming quarters.</li>
</ul>


We highlight large and small cap companies that experienced significant insider buying during September 2025, as reported on the stock exchanges.
We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.
As September is a month just before the result season starts, some of these companies may highlight about improving prospects during coming quarters.


Insider Activity: Who Bought Their Own Stock in September?

<ul>
<li>In this insight, we detail about insider buying activity in Indian Equities for the month of August 2025.</li>
<li>Driven by pressure of increased tariffs, Indian equity market have been underperforming. But as seen in past during such times promoter buying activity increases.</li>
<li>This insight details about companies with notable insider buying (large and small caps), sectors which witnessed buying and stocks which trade above and below the insider purchase price.</li>
</ul>


In this insight, we detail about insider buying activity in Indian Equities for the month of August 2025.
Driven by pressure of increased tariffs, Indian equity market have been underperforming. But as seen in past during such times promoter buying activity increases.
This insight details about companies with notable insider buying (large and small caps), sectors which witnessed buying and stocks which trade above and below the insider purchase price.


Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025

Mahindra Logistics Ltd / Equity Bottom-Up

<ul>
<li>July 2025 saw significant buying by promoters and key management in 14 companies, signaling insider confidence across diverse sectors.</li>
<li>Engineering, Pharmaceuticals, Consumer, Infrastructure, and Financials stood out with consistent insider purchases.</li>
<li>
<strong> Notable Companies:</strong><a href="https://www.smartkarma.com/entities/shoppers-stop-ltd" target="_blank" data-smartkarma-citation="entities:12804:1" rel="noopener">Shoppers Stop (SHOP IN)</a>,<a href="https://www.smartkarma.com/entities/anup-engineering-limited" target="_blank" data-smartkarma-citation="entities:33785:1" rel="noopener">Anup Engineering (ANUP IN)</a>, <a href="https://www.smartkarma.com/entities/d-b-corp-ltd" target="_blank" data-smartkarma-citation="entities:6044:1" rel="noopener">D.B. Corp Ltd (DBCL IN)</a> , <a href="https://www.smartkarma.com/entities/la-opala-rg-ltd" target="_blank" data-smartkarma-citation="entities:20139:1" rel="noopener">La Opala Rg Ltd (LOG IN)</a> , and <a href="https://www.smartkarma.com/entities/paisalo-digital-limited" target="_blank" data-smartkarma-citation="entities:14342:1" rel="noopener">Paisalo Digital (PAISALO IN)</a> saw aggressive accumulation.</li>
</ul>


July 2025 saw significant buying by promoters and key management in 14 companies, signaling insider confidence across diverse sectors.
Engineering, Pharmaceuticals, Consumer, Infrastructure, and Financials stood out with consistent insider purchases.

 Notable Companies:Shoppers Stop (SHOP IN),Anup Engineering (ANUP IN), D.B. Corp Ltd (DBCL IN) , La Opala Rg Ltd (LOG IN) , and Paisalo Digital (PAISALO IN) saw aggressive accumulation.


July’s Insider Playbook - Buying Activity In 14 Small Cap Companies

<ul>
<li>Insider buying spanned across 40+ stocks in June 2025, highlighting continued conviction among promoters, directors, and trusts.</li>
<li>While, there were fewer companies with market cap above USD 1 bn which saw insider buying, this number was significantly higher (35 count) in smaller names.</li>
<li>Companies which have zoomed after the insider purchases include - <a href="https://www.smartkarma.com/entities/lt-foods-ltd" target="_blank" data-smartkarma-citation="entities:20784:1" rel="noopener">LT Foods Ltd (LTFO IN)</a> (+10%), Valor Estate (+11%). In smaller names - <a href="https://www.smartkarma.com/entities/man-industries-india-ltd" target="_blank" data-smartkarma-citation="entities:20233:1" rel="noopener">Man Industries (India) (MAN IN)</a> (+88%)</li>
</ul>


Insider buying spanned across 40+ stocks in June 2025, highlighting continued conviction among promoters, directors, and trusts.
While, there were fewer companies with market cap above USD 1 bn which saw insider buying, this number was significantly higher (35 count) in smaller names.
Companies which have zoomed after the insider purchases include - LT Foods Ltd (LTFO IN) (+10%), Valor Estate (+11%). In smaller names - Man Industries (India) (MAN IN) (+88%)


India Insider Buying – June '25: Strong Activity in Small Caps, Limited Participation in Large Caps.

India

D.B. Corporation Ltd. is a print media and publishing company.

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D.B. Corp Ltd (DBCL IN)

Insider Activity: Who Bought Their Own Stock in October?

October 2025 saw limited insider buying activity in large and small cap companies, with some purchases made by promoters in September but reported...

Sreemant Dudhoria,CFA

Insider Activity: Who Bought Their Own Stock in September?

September 2025 saw significant insider buying in large and small cap companies, with key sectors experiencing movement above insider buying...

Sreemant Dudhoria,CFA

Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025

Update : Promoter of Tourism Finance Corporation of India (Aditya Kumar Halwasiya) further bought 3.25 lakh shares from open market on the last...

Sreemant Dudhoria,CFA

July’s Insider Playbook - Buying Activity In 14 Small Cap Companies

July 2025 saw significant insider buying in 14 companies across various sectors, including Engineering, Pharmaceuticals, Consumer, Infrastructure,...

Sreemant Dudhoria,CFA

India Insider Buying – June '25: Strong Activity in Small Caps, Limited Participation in Large Caps.

India Insider buying spanned across 40+ stocks in June 2025. Strong activity seen in small cap companies and few companies in large cap.

Sreemant Dudhoria,CFA

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Insider Activity: Who Bought Their Own Stock in October?

​October 2025 saw limited insider buying activity in large and small cap companies, with some purchases made by promoters in September but reported...

Sreemant Dudhoria,CFA

Insider Activity: Who Bought Their Own Stock in September?

​September 2025 saw significant insider buying in large and small cap companies, with key sectors experiencing movement above insider buying...

Sreemant Dudhoria,CFA

Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025

Update : Promoter of Tourism Finance Corporation of India (Aditya Kumar Halwasiya) further bought 3.25 lakh shares from open market on the last...

Sreemant Dudhoria,CFA

July’s Insider Playbook - Buying Activity In 14 Small Cap Companies

​July 2025 saw significant insider buying in 14 companies across various sectors, including Engineering, Pharmaceuticals, Consumer, Infrastructure,...

Sreemant Dudhoria,CFA

India Insider Buying – June '25: Strong Activity in Small Caps, Limited Participation in Large Caps.

India Insider buying spanned across 40+ stocks in June 2025. Strong activity seen in small cap companies and few companies in large cap.

Sreemant Dudhoria,CFA

October 2025 saw limited insider buying activity in large and small cap companies, with some purchases made by promoters in September but reported...

September 2025 saw significant insider buying in large and small cap companies, with key sectors experiencing movement above insider buying...

July 2025 saw significant insider buying in 14 companies across various sectors, including Engineering, Pharmaceuticals, Consumer, Infrastructure,...