Synopsis:- Bulk deals worth ₹530.4 crore, ₹94.32 crore, and ₹25.5 crore involving stakes of up to 1.6% highlight active institutional participation. While some investors exited partially, others accumulated shares, signalling shifting ownership patterns and evolving market sentiment across select stocks.

A bulk deal is a large share transaction executed on the stock exchange, usually involving 0.5% or more of a company’s equity. These trades occur during market hours and are publicly disclosed, helping investors track institutional activity, gauge market sentiment, and identify potential changes in ownership patterns.

On Thursday, Dalal Street opened the day trading in red in the pre-opening session, with the Nifty 50 trading at 23,909.05, down by 0.37%, and the Sensex at 77,319.33, down by 0.31%.

Delhivery

Delhivery is one of India’s leading integrated logistics and supply chain companies, offering services across express parcel delivery, warehousing, and freight. With a strong technology-driven platform, it has built a wide distribution network, enabling efficient operations and supporting the rapid growth of e-commerce and digital businesses nationwide.

With a market capitalisation of Rs 35,009 crore, the shares were trading at Rs 468 per share, increasing around 1.66 percent as compared to the previous closing price.

As per exchange data, Delhivery saw significant block deals where Nexus entities sold 1.2 crore shares (1.6% stake) worth ₹530.4 crore at ₹442 per share. This partial exit reduces Nexus Ventures III’s holding from 4.49%, indicating profit booking or portfolio rebalancing after a phase of value creation.

On the other hand, institutional investors like ICICI Prudential Life Insurance Company, SBI Mutual Fund, and Nippon India Mutual Fund absorbed the stake, reflecting strong confidence. Furthermore, such ownership transition from early investors to long-term institutions signals improving stability, credibility, and sustained interest in the company’s growth trajectory.

Jindal Poly Films

Jindal Poly Films is a major player in the flexible packaging industry, specialising in the production of BOPP, BOPET, and CPP films. The company serves diverse sectors like FMCG and pharmaceuticals, supported by global operations, strong manufacturing capabilities, and a focus on innovation and cost efficiency.

With a market capitalisation of Rs 3,589 crore, the shares were trading at Rs 820 per share, decreasing around 2.90 percent as compared to the previous closing price.

As per exchange data, Jindal Poly Films saw a 2.4% stake deal of 10.55 lakh shares worth ₹94.32 crore at ₹894 per share. Seller Seetha Kumari, holding 4.82% earlier, trimmed stake, while Mace Venture (2.85 lakh shares) and M Prasad & Co (7.7 lakh shares) showed selective buying interest.

Uflex

Uflex is a leading multinational flexible packaging solutions provider, offering a wide range of packaging films, laminates, and value-added services. With a presence across multiple countries, the company caters to industries such as food, healthcare, and consumer goods, backed by integrated operations and continuous product development.

With a market capitalisation of Rs 2,672 crore, the shares were trading at Rs 370 per share, decreasing around 0.48 percent as compared to the previous closing price.

As per exchange data, Uflex witnessed First Water Fund acquiring 7.5 lakh shares (1.03%) for ₹25.5 crore at ₹340 per share from K2 Family Private Trust. This takes its total holding to around 4.6% from 3.6%, reflecting positive investor sentiment.

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