Synopsis: ICICI Group invested significantly in Q4 FY26, picking fresh stakes in HAL, Apollo Hospitals, Chennai Petroleum, Vinati Organics, and Home First Finance, reflecting strategic portfolio expansion across key sectors.

In Q4 FY26, the ICICI Group made significant investments worth around Rs. 5,300 crore by acquiring fresh stakes in select companies. These strategic moves reflect strong confidence in the underlying fundamentals and future growth prospects of these businesses. The investments span key sectors such as defence, healthcare, energy, chemicals, and financial services, indicating a diversified approach and a positive long-term outlook on India’s economic growth story. Here are a few stocks in which ICICI Group bought a fresh stake worth Rs. 5,300 crore in Q4 FY26

Hindustan Aeronautics Limited

With a market capitalization of Rs. 2,91,585.90 crore, the shares of Hindustan Aeronautics Limited closed on Tuesday at Rs. 4360 per equity share, rising nearly 0.40 percent from its previous day’s close price of Rs. 4342.70. 

In March 2026, Hindustan Aeronautics Limited had a majority stake held by the promoters at 71.64 percent, foreign institutional investors at 10.21 percent, domestic institutional investors at 10.43 percent, the government at 0.07 percent, and the public at 7.66 percent.

ICICI Group’s through ICICI Prudential Mutual Fund, made a fresh stake of 1.3 percent in Hindustan Aeronautics Limited. This investment had a holding value of Rs. 3,422.1 crore and consisted of 83.47 lakh shares in the March quarter of 2026.

Hindustan Aeronautics Limited (HAL) is an Indian public‑sector aerospace and defence company headquartered in Bengaluru, established in 1940 as Hindustan Aircraft. It designs, manufactures, and overhauls combat aircraft, helicopters, unmanned aerial vehicles, engines, and avionics for the Indian defence forces and other clients, operating multiple production units and R&D centres across India.

Apollo Hospitals Enterprise Limited

With a market capitalization of Rs. 1,11,377.03 crore, the shares of Apollo Hospitals Enterprise Limited closed on Tuesday at Rs. 7746.10 per equity share, rising nearly 1.21 percent from its previous day’s close price of Rs. 7653.85. 

In March 2026, Apollo Hospitals Enterprise Limited had a majority stake held by the promoters at 28.02 percent, foreign institutional investors at 42.62 percent, domestic institutional investors at 22.76 percent, the government at 0.23 percent, and the public at 6.39 percent.

ICICI Group’s through ICICI Prudential Balanced Advantage Fund, made a fresh stake of 1.3 percent in Apollo Hospitals Enterprise Limited. This investment had a holding value of Rs. 1,422.3 crore and consisted of 18.92 lakh shares in the March quarter of 2026.

Apollo Hospitals Enterprise Limited is a leading integrated healthcare services provider in India, founded in 1983. It operates a large network of hospitals, clinics, diagnostic centres, and pharmacies across the country and abroad, offering tertiary care, hospital‑management services, and insurance‑linked healthcare products.

Chennai Petroleum Corporation Limited

With a market capitalization of Rs. 15,205.34 crore, the shares of Chennai Petroleum Corporation Limited closed on Tuesday at Rs. 1021.10 per equity share, rising nearly 1.29 percent from its previous day’s close price of Rs. 1008.05. 

In March 2026, Chennai Petroleum Corporation Limited had a majority stake held by the promoters at 67.29 percent, foreign institutional investors at 12.59 percent, domestic institutional investors at 2.11 percent, and the public at 18 percent.

ICICI Group’s through ICICI Prudential Small-Cap Fund, made a fresh stake of 1.2 percent in Chennai Petroleum Corporation Limited. This investment had a holding value of Rs. 163.7 crore and consisted of 17.32 lakh shares in the March quarter of 2026.

Chennai Petroleum Corporation Limited (CPCL), formerly Madras Refineries, is a Government‑of‑India‑owned oil‑refining company headquartered in Chennai and part of the Indian Oil Group. It operates a modern refinery at Manali in Chennai, producing a range of petroleum products for domestic markets and exports.

Vinati Organics Limited

With a market capitalization of Rs. 13,321.03 crore, the shares of Vinati Organics Limited closed on Tuesday at Rs. 1285 per equity share, rising nearly 0.74 percent from its previous day’s close price of Rs. 1275.55. 

In March 2026, Vinati Organics Limited had a majority stake held by the promoters at 74.29 percent, foreign institutional investors at 3.72 percent, domestic institutional investors at 9.91 percent, and the public at 12.10 percent.

ICICI Group’s through ICICI Prudential Quality Fund, made a fresh stake of 1.2 percent in Vinati Organics Limited. This investment had a holding value of Rs. 145.7 crore and consisted of 12.05 lakh shares in the March quarter of 2026.

Vinati Organics Limited is a speciality chemicals manufacturer founded in 1989 and based in Maharashtra. It produces high‑value organic intermediates and speciality chemicals, including ibuprofen and related building blocks, supplied to major pharmaceutical and industrial customers across over 35 countries.

Home First Finance Company India Limited

With a market capitalization of Rs. 12,311.23 crore, the shares of Home First Finance Company India Limited closed on Tuesday at Rs. 1180.05 per equity share, rising nearly 5.06 percent from its previous day’s close price of Rs. 1123.25. 

In March 2026, Home First Finance Company India Limited had a majority stake held by the foreign institutional investors at 45.72 percent, domestic institutional investors at 27.52 percent, the promoters at 6.98 percent, and the public at 19.77 percent.

ICICI Group’s through ICICI Prudential Life Insurance Company Limited, made a fresh stake of 1.3 percent in Home First Finance Company India Limited. This investment had a holding value of Rs. 145.9 crore and consisted of 13.34 lakh shares in the March quarter of 2026.

Home First Finance Company India Limited is a housing‑finance company focused on retail home‑loan products, including affordable and mid‑segment housing, renovation finance, and construction‑finance loans. It operates across India with a network of branches and digital‑onboarding platforms serving aspiring and existing homeowners.

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