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

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>
 Notable Companies:<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.

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Domestic investors (DIIs, retail, and HNIs) now hold 26.67% of non-promoter shares, narrowing the gap with FIIs, whose stakes have dropped to a 12-year low.</li>
<li>This shift signifies growing domestic confidence and a stabilizing market environment, reducing dependency on volatile FII flows amid global uncertainties.</li>
<li>Movement of the stock prices mostly dependent on FII moves rather than DII or Retail Investors. </li>
</ul>


Domestic investors (DIIs, retail, and HNIs) now hold 26.67% of non-promoter shares, narrowing the gap with FIIs, whose stakes have dropped to a 12-year low.
This shift signifies growing domestic confidence and a stabilizing market environment, reducing dependency on volatile FII flows amid global uncertainties.
Movement of the stock prices mostly dependent on FII moves rather than DII or Retail Investors. 


Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not reached yet, as discussed in <a href="https://www.smartkarma.com/insights/covid-19-how-does-india-fare-currently" target="_blank" data-smartkarma-citation="insights:38227" rel="noopener">COVID-19: How Does India Fare Currently?</a> Unsurprisingly, the government has extended the nation-wide lockdown to a further 19 days till May 3rd. While the extension was anticipated by many, the government has also decided to free up some economic activities post 20th April, subject to certain criteria (the guideline is embedded in the insight). Post the extension announcement, the government had segregated 700+ districts into hotspots, non-hotspots and green zones; it is green zones are where certain economic activities will resume on 20th April. In this insight, we try to decipher the possible beneficiaries arising from this 'free-up'

The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not reached yet, as discussed in COVID-19: How Does India Fare Currently? Unsurprisingly, the government has extended the nation-wide lockdown to a further 19 days till May 3rd. While the extension was anticipated by many, the government has also decided to free up some economic activities post 20th April, subject to certain criteria (the guideline is embedded in the insight). Post the extension announcement, the government had segregated 700+ districts into hotspots, non-hotspots and green zones; it is green zones are where certain economic activities will resume on 20th April. In this insight, we try to decipher the possible beneficiaries arising from this 'free-up'

COVID-19 : Intermediate Respite for Some Businesses

India

SOM Distilleries & Breweries Limited distills spirits and brews beer. The Company produces whiskey, vodka, gin, brandy, rum, and a variety of beers.

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Som Distilleries And Breweries (SDB 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

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

Who Is Moving Indian Markets?

Growing domestic investor confidence is reducing dependency on volatile FII flows, with DIIs now holding 26.67% of non-promoter shares.

Nimish Maheshwari

COVID-19 : Intermediate Respite for Some Businesses

The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not...

Nitin Mangal

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

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

Who Is Moving Indian Markets?

​Growing domestic investor confidence is reducing dependency on volatile FII flows, with DIIs now holding 26.67% of non-promoter shares.

Nimish Maheshwari

COVID-19 : Intermediate Respite for Some Businesses

The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not...

Nitin Mangal

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

Growing domestic investor confidence is reducing dependency on volatile FII flows, with DIIs now holding 26.67% of non-promoter shares.