Synopsis: Several bulk deals reshaped ownership across multiple stocks, with over 55 lakh shares worth nearly ₹660 crore changing hands in one case. Institutional investors bought stakes up to 1.72%, while others exited 2–3% holdings. Transactions ranged from ₹9.8 crore to ₹334 crore, reflecting active portfolio reshuffling.
A bulk deal refers to a large transaction in a company’s shares executed on the stock exchange, typically involving institutional investors. Such deals cross a prescribed volume threshold and are disclosed publicly, offering insights into investor sentiment, ownership changes, and market confidence in a particular stock.
Home First Finance Company
Home First Finance Company is an affordable housing finance provider focused on first-time homebuyers in low and middle-income segments. The company primarily serves customers in Tier 2 and Tier 3 cities, leveraging technology-driven processes, prudent underwriting, and a granular loan book to deliver consistent growth and maintain asset quality.
With a market capitalisation of Rs 12,013 crore, the shares were trading at Rs 1,152 per share, decreasing around 2.03 percent as compared to the previous closing price.
Home First Finance Company saw large block deals as Aether (Mauritius) sold 27.38 lakh shares (2.63%) for ₹325.8 crore, while True North Fund V offloaded 28.08 lakh shares (2.7%) for ₹334.22 crore, both at ₹1,190 per share. Together, over 55 lakh shares worth nearly ₹660 crore changed hands, reducing their 4.9% and 7.45% stakes.
However, Societe Generale, the France-based bank, acquired 8.4 lakh shares (a 0.8% stake) in Home First at Rs 1,190 per share, valued at Rs 100 crore, while Pictet Group’s Pictet – Indian Equities bought 17.97 lakh shares (a 1.72% stake) at Rs 1,189.88 per share, amounting to Rs 213.84 crore.
Zelio E Mobility
Zelio E Mobility is an emerging electric two-wheeler manufacturer catering to India’s growing demand for sustainable transportation. The company offers a range of low-speed electric scooters targeted at urban and semi-urban commuters, focusing on affordability, efficiency, and expanding dealership networks to strengthen its market presence.
With a market capitalisation of Rs 716 crore, the shares were trading at Rs 338 per share, increasing around 10 percent as compared to the previous closing price. According to the exchange, Motilal Oswal Financial Services has acquired 3.5 lakh shares (a 1.65% stake) in Zelio E Mobility, the electric scooter maker, at Rs 280 per share for Rs 9.8 crore.
Capital Infra Trust
Capital Infra Trust is an infrastructure investment trust (InvIT) that owns and manages revenue-generating infrastructure assets. It provides investors with exposure to stable cash flows from operational projects, typically in roads or related sectors, while enabling developers to unlock capital and recycle funds for future infrastructure development. With a market capitalisation of Rs 2,529 crore, the shares were trading at Rs 70.4 per share, increasing around 2 percent as compared to the previous closing price.
Larsen & Toubro, which held a 4.7% stake in the InvIT, has acquired an additional 56 lakh units (a 1.1% stake) in Capital Infra Trust at Rs 69.5 per unit for Rs 38.92 crore. However, TEPARF-ST – Tata Equity Plus Absolute Returns Fund sold 69.66 lakh units (a 1.4% stake) at the same price, valued at Rs 48.4 crore.
Arisinfra Solutions
Arisinfra Solutions operates as a technology-driven construction materials platform, streamlining procurement for real estate and infrastructure developers. By integrating supply chains and offering digital solutions, the company aims to enhance efficiency, reduce costs, and bring transparency to the fragmented building materials market.
With a market capitalisation of Rs 922 crore, the shares were trading at Rs 113 per share, decreasing around 1.27 percent as compared to the previous closing price. Think Investments PCC offloaded 11.2 lakh shares, representing a 1.37% stake in Arisinfra Solutions, at ₹115.76 per share, amounting to nearly ₹13 crore. Meanwhile, Mahevarsh Fincon acquired 4.96 lakh shares, equivalent to a 0.6% stake, at ₹115.48 per share, with the transaction valued at approximately ₹5.7 crore.
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