Not Adani or Tata, foreign investors opened their coffers for this power stock! They bought the stock as soon as the price dropped
Despite the energy sector slowdown, foreign investors (FIIs) have placed significant bets on Hitachi Energy India. Unlike Adani or Tata Group, FIIs have taken advantage of the falling market to increase their stake in this company from 5.1% to 9.7%.
The energy sector in the Indian stock market has been facing challenges for some time. Weak infrastructure and policy uncertainties have dampened investor sentiment.
NSE data shows that the Nifty Energy Index has declined over the past year. But amid this market slowdown and gloom, foreign institutional investors (FIIs), known as "smart money," have placed their trust in a company that is rarely discussed: Hitachi Energy India.
Smart money enters the falling market
It's often said in the market that when ordinary investors panic and sell, large investors look for buying opportunities. This was also the case with Hitachi Energy India.
During the second quarter of fiscal year 2026 (Q2FY26), when the stock's price was falling, FIIs decided to increase their stake.
Foreign investors increased their stake by 2.48 percent, bringing their total holding in the company to 9.7%. Surprisingly, just a year ago, this figure was just 5.1%.
At the beginning of the quarter, when the share price fell from ₹20,000 to around ₹18,000, foreign investors saw this as a golden opportunity and bought heavily.
What is special about the company's business model?
In fact, Hitachi Energy India's focus isn't on generating electricity, but rather on delivering and managing it efficiently. Power transmission and grid disruptions are a major problem in India. The company provides high-voltage technology and digital solutions to Discoms to address these issues.
The company is considered to have a strong foothold in future areas such as grid automation and energy storage. This is why, while traditional power company stocks are under pressure, this company's unique business model makes it a popular choice among investors.
400% surge in profits
In its latest quarterly results, the company's net profit jumped a massive 406% to ₹264 crore. Sales also increased by approximately 18%.
The company is making its mark not only in the domestic market but also abroad. Hitachi Energy India's export orders have increased by 59% year-on-year.
The company is receiving work from major markets such as Europe, the Middle East, and North America. Furthermore, a major project in India, in collaboration with BHEL, to lay a 950-kilometer transmission line from Rajasthan to Uttar Pradesh, further strengthens the company's order book. This project will play a key role in achieving India's renewable energy goals.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice. T