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>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

Global Materials | Industrials | Commodities

Rahul Jain

<ul>
<li>Past Growth: Oswal scaled rapidly under PM-KUSUM, becoming India’s largest solar pump supplier with strong revenue and order book growth.</li>
<li>Plans: It aims to expand capacity, enter industrial pumps and motors, and grow exports and private-sector sales.</li>
<li>Risks: Heavy reliance on a tapering subsidy scheme, limited post-KUSUM demand, and exposure to policy, ESG, and working capital challenges.</li>
</ul>


Past Growth: Oswal scaled rapidly under PM-KUSUM, becoming India’s largest solar pump supplier with strong revenue and order book growth.
Plans: It aims to expand capacity, enter industrial pumps and motors, and grow exports and private-sector sales.
Risks: Heavy reliance on a tapering subsidy scheme, limited post-KUSUM demand, and exposure to policy, ESG, and working capital challenges.


Oswal Pumps: Snapshot of Growth, Strategy, and Risks (NSE: OSWALPUMPS)

Thematic (Sector/Industry)

<ul>
<li>Promoters of multiple large-cap Indian firms made significant insider purchases in March 2025.</li>
<li>Sectors with notable activity include financials, real estate, and specialty chemicals.</li>
<li>Many of these stocks have already rallied post-purchase, with gains reaching up to 30%.</li>
</ul>


Promoters of multiple large-cap Indian firms made significant insider purchases in March 2025.
Sectors with notable activity include financials, real estate, and specialty chemicals.
Many of these stocks have already rallied post-purchase, with gains reaching up to 30%.


Insider Buying Trends in Indian Equities (Market Cap > USD 1 Billion) – March 2025

<ul>
<li>Following our mid-month insider-buying report from last week, number of buying transactions has increased further. This is Part-3 of the series,providing an update on insider-buying activity from just last week.</li>
<li>Given this sharp decline in mid and small-cap Indian listed stocks, there has been a notable increase in insider buying activity in recent weeks.</li>
<li>As there are many companies with insider-buying this week (50 in total), we have divided this update into two parts for ease of reading.</li>
</ul>


Following our mid-month insider-buying report from last week, number of buying transactions has increased further. This is Part-3 of the series,providing an update on insider-buying activity from just last week.
Given this sharp decline in mid and small-cap Indian listed stocks, there has been a notable increase in insider buying activity in recent weeks.
As there are many companies with insider-buying this week (50 in total), we have divided this update into two parts for ease of reading.


Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 3

<ul>
<li>While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason - steep decline in Indian equity market.</li>
<li>Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.</li>
<li>As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.</li>
</ul>


While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason - steep decline in Indian equity market.
Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.
As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.


Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

India

Shakti Pumps India Limited manufactures and exports stainless steel submersible water pumps and electric motors.

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Shakti Pumps (India) (SKPI IN)

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

Oswal Pumps: Snapshot of Growth, Strategy, and Risks (NSE: OSWALPUMPS)

Oswal, India's largest solar pump supplier, plans to expand and diversify but faces risks from subsidy dependence and policy challenges.

Rahul Jain

Insider Buying Trends in Indian Equities (Market Cap > USD 1 Billion) – March 2025

Promoters increased stakes in key large-cap Indian stocks in March'25, signaling strong conviction. Focus on financials, real estate, and chemicals...

Sreemant Dudhoria,CFA

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 3

Insider buying activity in mid and small-cap Indian listed stocks has increased, with 50 companies reporting transactions this week.

Sreemant Dudhoria,CFA

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria,CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Oswal Pumps: Snapshot of Growth, Strategy, and Risks (NSE: OSWALPUMPS)

​Oswal, India's largest solar pump supplier, plans to expand and diversify but faces risks from subsidy dependence and policy challenges.

Rahul Jain

Insider Buying Trends in Indian Equities (Market Cap > USD 1 Billion) – March 2025

Promoters increased stakes in key large-cap Indian stocks in March'25, signaling strong conviction. Focus on financials, real estate, and chemicals...

Sreemant Dudhoria,CFA

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 3

​Insider buying activity in mid and small-cap Indian listed stocks has increased, with 50 companies reporting transactions this week.

Sreemant Dudhoria,CFA

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

​Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria,CFA

Oswal, India's largest solar pump supplier, plans to expand and diversify but faces risks from subsidy dependence and policy challenges.

Insider buying activity in mid and small-cap Indian listed stocks has increased, with 50 companies reporting transactions this week.

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.