FIIs and DIIs are betting on these three stocks. Here's why

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Institutional investors can move markets. So when both FIIs (foreign institutional investors) and DIIs (domestic institutional investors) raise their stakes in a stock, it is worth paying attention.

That is because institutional buying often reflects research-backed conviction in a company's earnings, growth prospects or valuation. But it is not a buy signal on its own. Portfolio rebalancing, index changes and short-term strategies can also drive such purchases.

With that caveat, here are three stocks where FIIs and DIIs increased their holdings in the June 2026 quarter.

JSW Infrastructure, a port operator and part of the JSW Group, tops the list.

The company develops and operates ports, terminals and integrated logistics assets, handling commodities including coal, iron ore, steel, containers, crude oil, LNG and fertilizers.

The sharp increase in institutional ownership in the June 2026 quarter stands out. FII holdings rose from 6.92% to 10.71%—a 3.79 percentage-point increase, or roughly 55% growth in holdings. DII ownership jumped from 2.43% to 9.19%, a 6.76 percentage-point increase and nearly 278% growth in holdings.

The company has also delivered strong financial growth. Its three-year sales CAGR stands at 18.8%, while net profit has grown at a three-year CAGR of 27.3%.

The next leg of the story is expansion. According to a recent investor presentation, JSW Infrastructure's 2030 Road Map for Growth and Value Creation targets a 2.4-fold increase in overall port capacity. The company plans to pursue this through privatisation bids and inorganic growth opportunities in ports and related infrastructure, leveraging its balance sheet.

It also plans to participate in bids for Gati Shakti Multi-Modal Cargo Terminal (GCT) assets, an asset-light model in which land is provided by the Railways.

By FY30, management is targeting revenue of ₹80 billion and capex of ₹90 billion.

To know more, check the JSW Infrastructure fact sheet and latest quarterly results.

Data Patterns, an Indian IT solutions provider focused on defence and aerospace electronics, is next on the list.

The company designs and manufactures radar, electronic warfare, avionics, communication and space systems.

FII holdings in the stock have been cyclical, but the June 2026 quarter saw a notable accumulation. DII ownership, meanwhile, has followed a more consistent upward trend.

The company has reported a three-year sales CAGR of 26.8% and a three-year net profit CAGR of 29.8%.

Its order pipeline is also gaining momentum. Data Patterns recorded order inflows of approximately ₹11.21 billion in FY26, up 216% year-on-year, reflecting demand across multiple defence and aerospace programmes.

The inflows were diversified across radar systems, avionics, electronic warfare, services and strategic electronics applications. The order book stood at approximately ₹20.62 billion as of mid-May.

The company continues to target revenue growth of around 20–25% over the short term while maintaining EBITDA margins of 38–40% and preserving its net cash position.

To know more, check the Data Patterns India fact sheet and latest quarterly results.

Premier Energies is the third stock on the list.

The company manufactures solar photovoltaic products, primarily solar cells and modules.

FII holdings rose from 4.38% in September 2025 to 5.72% in June 2026, with the sharpest increase coming in the June quarter. DII ownership remained consistently high, rising from 12.96% to 13.69% over the same period despite a slight dip in March 2026.

The company's financial growth has been equally striking. Sales have grown at a three-year CAGR of 76%, while net profit has recorded a three-year CAGR of 370%.

Premier Energies recently completed construction of its 5.6-gigawatt module plant in Telangana, which is expected to achieve full ramp-up in the next two months. Its proposed acquisition of a 51%...