Synopsis: FIIs are steadily reducing exposure to select small-cap stocks, including CAMS, PG Electroplast, BEPL, Choice International, and Vijaya Diagnostic, with stake cuts seen over the last three quarters.
Foreign Institutional Investors are gradually trimming their stakes in several small-cap stocks, signalling a cautious shift in sentiment. This quiet exit is occurring despite largely stable fundamentals, suggesting selective risk-off positioning by global investors. The trend spans multiple sectors, including Financial Services, Electronics Manufacturing, Chemicals & Polymers, and Healthcare Diagnostics, indicating a broader, measured pullback rather than sector-specific weakness.
CAMS is India’s largest registrar and transfer agent for mutual funds, providing transaction processing, customer onboarding, and compliance services. It plays a critical role in the financial infrastructure ecosystem and benefits from long-term growth in mutual fund penetration and digitisation of financial services.
With a market capitalisation of Rs. 17,399 cr, the shares of Computer Age Management Services Ltd are currently trading at Rs. 703.45 per share, down from its previous close of Rs. 710.75 per share. FII holdings have declined over the last three quarters, falling from 52% in Q1FY26 to 44.65% in Q3FY26.
PG Electroplast Ltd
PG Electroplast is a leading Indian electronics manufacturing services (EMS) company, catering to consumer electronics, home appliances, and automotive components. The company is a key beneficiary of the government’s PLI schemes and the rising trend of domestic manufacturing and import substitution.
With a market capitalisation of Rs. 16,813 cr, the shares of PG Electroplast Ltd are currently trading at Rs. 589.30 per share, down from its previous close of Rs. 594.80 per share. FII holdings have declined over the last three quarters, falling from 13.02% in Q1FY26 to 10.59% in Q3FY26.
BEPL is a prominent manufacturer of ABS (Acrylonitrile Butadiene Styrene) resins used in automobiles, appliances, and electronics. The company focuses on specialty grades and value-added products, benefiting from growing demand in the automotive and consumer durable sectors.
With a market capitalisation of Rs. 2,115 cr, the shares of Bhansali Engineering Polymers Ltd are currently trading at Rs. 84.99 per share, up from its previous close of Rs. 84.68 per share. FII holdings have declined over the last three quarters, falling from 1.44% in Q1FY26 to 1.13% in Q3FY26.
Choice International Ltd
Choice International is a diversified financial services company offering stockbroking, investment banking, wealth management, NBFC lending, and advisory services. With a growing digital presence, the company aims to tap into India’s expanding retail investor and MSME financing landscape.
With a market capitalisation of Rs. 16,989 cr, the shares of Choice International Ltd are currently trading at Rs. 812.80 per share, up from its previous close of Rs. 811.15 per share. FII holdings have declined over the last three quarters, falling from 13.97% in Q1FY26 to 12.14% in Q3FY26.
Vijaya Diagnostic Centre Ltd
Vijaya Diagnostic Centre operates a network of diagnostic centres across India, providing pathology and radiology services. Known for its asset-light expansion and strong brand recall in South India, the company benefits from rising healthcare awareness and increasing demand for preventive diagnostics.
With a market capitalisation of Rs. 10,259 cr, the shares of Vijaya Diagnostic Centre Ltd are currently trading at Rs. 998.70 per share, up from its previous close of Rs. 982.50 per share. FII holdings have declined over the last three quarters, falling from 19.56% in Q1FY26 to 15.10% in Q3FY26.
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