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Eternal and HDFC Bank top Q4 DII buying as markets fell sharply—see which stocks drew the biggest net buys

Eternal and HDFC Bank top Q4 DII buying as markets fell sharply—see which stocks drew the biggest net buys

Domestic institutional investors (DIIs) ramped up buying across large-cap India in the March 2026 quarter despite steep market declines. Financials led the list, with HDFC Bank emerging as the top buy, followed closely by ICICI Bank and major tech and telecom names. IT giant Infosys, Kotak Mahindra Bank, Bharti Airtel, and Reliance were also heavily accumulated. Eternal’s quick-commerce surge stood out, while multiple stocks recorded both large net buys and significant price drops.

Summarised by Beize from a story on The Economic Times on 16 May 2026
HDFC Bank Leads Massive Q4 FII Selloff as Foreign Investors Exit Indian Stocks Again

HDFC Bank Leads Massive Q4 FII Selloff as Foreign Investors Exit Indian Stocks Again

Foreign institutional investors have accelerated their exit from Indian equities, selling about $53 billion since late 2024 and pushing the MSCI India index down roughly 8% between September 2024 and May 2026. In Q4, HDFC Bank topped the list with foreign investors cutting 47.95 crore shares and selling Rs 41,449 crore, alongside heavy selling in Kotak Mahindra Bank and Bharti Airtel. Despite the pressure from FIIs, domestic institutions have increasingly taken the lead.

Summarised by Beize from a story on The Economic Times on 16 May 2026

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SBI and Groww among top FII gainers as foreigners pile into select stocks despite $53b exit

SBI and Groww among top FII gainers as foreigners pile into select stocks despite $53b exit

Foreign institutional investors have withdrawn about $53 billion from Indian equities since late 2024, pressuring many large-cap names even as MSCI India fell roughly 8% from September 2024 to May 2026. Yet in Q4, FIIs increased holdings in several stocks in value terms. State Bank of India led with a Rs 9,319 crore rise in FII holdings during the March 2026 quarter, followed by Power Grid, NTPC, Vedanta and others, including stock broker Billionbrains Garage Ventures and GE Vernova T&D India.

Summarised by Beize from a story on The Economic Times on 16 May 2026
Zerodha buys ₹93 crore stake in Nazara Technologies as Axana Estates expands and Mitter Infotech exits

Zerodha buys ₹93 crore stake in Nazara Technologies as Axana Estates expands and Mitter Infotech exits

Zerodha (Zerodha Broking Ltd) bought over 35 lakh shares of Nazara Technologies in a bulk deal priced at ₹265.85 per share, worth ₹93.05 crore. Alongside, Nazara promoter Axana Estates acquired 1.48 crore shares for ₹392.9 crore. The selling side was promoter group entity Mitter Infotech LLP, which offloaded 42 lakh shares on NSE and 1.51 crore shares on BSE, bringing its stake to 6.09% as of March quarter. Nazara shares surged intraday to ₹314 before closing at ₹300.10.

Summarised by Beize from a story on Inc42 on 15 May 2026
Nvidia and Boeing tumble after Trump China summit headlines as China approvals remain unconfirmed

Nvidia and Boeing tumble after Trump China summit headlines as China approvals remain unconfirmed

On May 15, 2026, Nvidia and Boeing shares fell sharply despite Trump’s Beijing summit headlines announcing a potential 200-plane Boeing order and H200 chip clearance for Nvidia. Nvidia slid 3.83% and Boeing 2.86%, while the PHLX Semiconductor Index dropped 3.55%. The catch: Beijing never formally confirmed the Boeing order, and Nvidia’s H200 export clearance lacks Chinese approval. Investors had priced in a more certain, larger deal, so the gap between announcement and confirmation triggered “buy the rumor, sell the news” selling.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Bill Ackman Pershing Square bets on Microsoft as valuation turns “highly compelling” amid AI worries

Bill Ackman Pershing Square bets on Microsoft as valuation turns “highly compelling” amid AI worries

Bill Ackman’s Pershing Square says it is disclosing a new position in Microsoft, arguing the company is priced far below what its enterprise franchises can deliver. Ackman points to Azure cloud and the Microsoft 365 productivity suite, including the $30-a-month Copilot AI assistant. Pershing built the stake from February after disappointment in December-quarter results triggered a 15% stock slide, citing slower cloud growth and heavy capital spending.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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Welspun Living Rs 252 crore buyback approved at Rs 175 premium despite falling Q4FY26 earnings

Welspun Living Rs 252 crore buyback approved at Rs 175 premium despite falling Q4FY26 earnings

Welspun Living has approved a Rs 252 crore share buyback through the tender route at Rs 175 per share, a premium of more than 30% over the previous closing price. The company will buy back 144 lakh fully paid-up shares, representing 6.52% of its equity and 5.65% of free reserves. The record date is May 22, with DAM Capital Advisors managing the process. The announcement came alongside weak Q4FY26 results: profit fell 21% to Rs 104 crore.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Muthoot Finance shares plunge 8% despite Q4 net profit doubling 105% analysts still call it upside

Muthoot Finance shares plunge 8% despite Q4 net profit doubling 105% analysts still call it upside

Muthoot Finance shares fell over 8% on Friday even after the gold loan lender reported a 105% year-on-year jump in Q4 standalone net profit to Rs 3,086 crore. Revenue from operations rose 68.5% to nearly Rs 8,180 crore, while full-year profit climbed 95% to Rs 10,134 crore and gold loan AUM surged 50% to Rs 1.54 lakh crore. Jefferies and Morgan Stanley retained positive ratings, but adjusted targets, citing margin strength, churn signals, and gold price expectations.

Summarised by Beize from a story on The Economic Times on 15 May 2026
HUDCO shares plunge 8% even as Q4 net profit jumps 172%—investors worry about profit quality

HUDCO shares plunge 8% even as Q4 net profit jumps 172%—investors worry about profit quality

HUDCO shares fell more than 8% after the company posted a 172% year-on-year jump in Q4FY26 consolidated net profit to Rs 1,981 crore. The catch: profit before tax dropped 39% to Rs 621 crore, largely because net profit benefited from a Rs 1,530 crore deferred tax gain. Revenue from operations rose 25% and interest income gained 26%, but total expenses climbed 63%, with finance costs up 30%. Investors now question the durability of earnings growth.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Markets rebound but Sandip Sabharwal warns global macros now overpower earnings in India’s next rally leg

Markets rebound but Sandip Sabharwal warns global macros now overpower earnings in India’s next rally leg

Indian equities bounced back after early-week jitters, helped by fuel hikes being passed to consumers and fading concerns around the Adani group. But market expert Sandip Sabharwal says the next leg of the bull run hinges less on corporate earnings and more on global macro forces—commodity prices, inflation, and Middle East geopolitical risk. Investors are watching what happens in Iran after Donald Trump’s China visit, with crude possibly cooling only if tensions ease.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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Nazara Technologies shares jump 18% as block deal covers nearly 5% equity and profits surge

Nazara Technologies shares jump 18% as block deal covers nearly 5% equity and profits surge

Nazara Technologies shares surged up to 18% to Rs 314 on Friday after a block deal reportedly covering nearly 4.9% of the company’s equity. The CNBC-TV18 report points to Nikhil Kamath of Zerodha and Axana Estates as likely buyers, with founder Nitish Mittersain believed to be the seller. Despite Q4FY26 revenue falling 23% YoY to Rs 398 crore, net profit jumped more than 13-fold to Rs 56 crore. Management also highlighted AI investments.

Summarised by Beize from a story on The Economic Times on 15 May 2026
HAL shares fall after Q4 despite profit growth as Goldman warns margins and execution lag

HAL shares fall after Q4 despite profit growth as Goldman warns margins and execution lag

Hindustan Aeronautics Ltd shares fell as much as 4.3% on Friday even as the company posted a 6% year-on-year rise in consolidated net profit to Rs 4,196 crore for Q4FY26. Revenue from operations grew 2% to Rs 13,942 crore, while sequential profit more than doubled. For FY26, net profit rose nearly 9% to Rs 9,116 crore. Nomura kept a Buy rating on strong order backlog, but Goldman stayed Neutral, citing weaker execution, lower EBITDA margins, and rising working capital strain.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Shadowfax rallies 17% to record high after Q4 profit swing and revenue surge impress investors

Shadowfax rallies 17% to record high after Q4 profit swing and revenue surge impress investors

Shadowfax shares surged as much as 17.2% to an all-time high of ₹192.35 on the BSE after a strong Q4 update, though profit booking later pulled it to about 9% higher at ₹178.8. The company reported Q4 FY26 net profit of ₹55.8 crore versus a net loss of ₹9.9 crore a year earlier, alongside 73.6% jump in operating revenue to ₹1,237 crore. Adjusted EBITDA rose to ₹58 crore as margins expanded, supported by AI-led automation and quick commerce expansion.

Summarised by Beize from a story on Inc42 on 15 May 2026
Data Patterns shares fall 11% despite soaring profit and record order book near Rs 2,062 crore

Data Patterns shares fall 11% despite soaring profit and record order book near Rs 2,062 crore

Defence and aerospace firm Data Patterns’ shares fell more than 11% on Friday after Q4 revenue from operations declined 13% year-on-year to Rs 345 crore. Yet the earnings picture was stronger: net profit rose 21% to Rs 138 crore, with higher EBITDA and profit before tax. The company also highlighted an all-time high order book near Rs 2,062 crore, supported by a record pipeline across radars, electronic warfare and advanced defence electronics.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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HPCL BPCL IOC slump as petrol diesel jump by Rs 3 amid Strait of Hormuz disruption

HPCL BPCL IOC slump as petrol diesel jump by Rs 3 amid Strait of Hormuz disruption

Oil marketing companies like HPCL, BPCL and IOC came under pressure even after the Centre raised petrol and diesel prices by up to Rs 3 per litre from immediate effect. The hike, aimed at easing OMCs that have been absorbing losses from elevated global crude rates, followed prolonged disruptions in the Strait of Hormuz and the wider West Asia energy crisis. Despite the adjustment, shares fell as much as 3% on Friday, while petrol crossed Rs 97 in Delhi and surged higher in Kolkata.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Markets rebound as block deals and results hit Adani Tata Steel and Jio Financial in focus

Markets rebound as block deals and results hit Adani Tata Steel and Jio Financial in focus

Markets extended their rebound for a second straight session on supportive global cues and selective buying in heavyweight stocks, with banking shares driving the relief. IT stocks, however, stayed under pressure. Multiple firms drew attention ahead of earnings: Power Grid, Tata Steel, SAIL, Hindustan Copper, Cochin Shipyard, Premier Energies, Godfrey Phillips and ITC Hotels. Adani Enterprises saw a massive block trade, Tata Motors PV reported a steep profit drop, while JSW Steel and Jio Financial posted sharp financial and deal-linked moves.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Kaynes Technology shares crash 20% as guidance miss triggers downgrades and working capital worries

Kaynes Technology shares crash 20% as guidance miss triggers downgrades and working capital worries

Kaynes Technology shares plunged about 20% to ₹3,339.25 after weaker-than-expected March-quarter earnings and a revenue guidance miss prompted multiple analyst downgrades. Brokerages flagged execution delays, stretched working capital and continued cash burn as key reasons investor sentiment is cooling. JP Morgan kept expectations for a strong 40%/45% revenue and earnings CAGR through FY26-28E, but downgraded the stock to Neutral and cut its price target sharply. The sell-off follows a massive 950% post-listing surge, then a 57% drop.

Summarised by Beize from a story on The Economic Times on 15 May 2026
D-St surges 1% as reports hint tax cuts for foreign bond bets lift India stocks and rupee

D-St surges 1% as reports hint tax cuts for foreign bond bets lift India stocks and rupee

India’s benchmark indices jumped more than 1% on Thursday after a Bloomberg report said the government is considering cutting taxes on foreign investors’ holdings of Indian bonds. The news eased risk sentiment as the rupee rebounded from recent lows. Nifty gained 277 points to close at 23,689.6 and Sensex rose 789.74 points to 75,398.72, with Pharma, Metal and Financial Services leading. Foreign portfolio investors bought ₹187 crore of shares and domestic institutions added ₹684 crore.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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Cerebras CBRS rockets 90% in Nasdaq debut valuing it above $75 billion as AI chip race heats up

Cerebras CBRS rockets 90% in Nasdaq debut valuing it above $75 billion as AI chip race heats up

Cerebras, an AI chipmaker founded in 2015, made a stunning Nasdaq debut with its shares jumping about 90%. Priced at $185 in its IPO, the stock opened at $350, quickly pushing the company’s valuation to over $75 billion. The move highlights surging investor demand for AI infrastructure, with subscriptions reported at more than 20 times the available shares. The debut also underscores how fiercely Nvidia, AMD and Intel are competing for the AI hardware buildout.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Goldman Sachs Offloads Jio Financial Services Shares in 62 Cr Block Deal With Morgan Stanley Buying Entire Lot

Goldman Sachs Offloads Jio Financial Services Shares in 62 Cr Block Deal With Morgan Stanley Buying Entire Lot

Goldman Sachs has sold 26.8 lakh shares of Jio Financial Services in a ₹62 crore block deal, selling at ₹231.45 per share—about a 1.1% discount to the previous day’s price. Morgan Stanley Asia Singapore Pte bought the entire quantity. Despite the large divestment, JFS shares closed up 1.1% at ₹234.20 on the BSE. The move adds to a period of rapid expansion, even as critics question differentiation amid profit decline in Q4 FY26.

Summarised by Beize from a story on Inc42 on 14 May 2026
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