Share the post "AU Small Finance Bank Shareholding pattern update FY(Q1-Jun 2024-2025)"
AU Small Finance Bank has released its latest shareholding reports, covering the quarter and the first half of the fiscal year ending on (Q1-Jun 2024-2024).This detailed report examines who owns shares, including Promoters, promoter groups, Foreign investors, public investors, and government entities.
| Shareholder Name | Previous Quater Quantity(In Crores) | Current Quater Quantity(In Crores) | Previous Quater Shares(in %) | Current Quater Shares(in %) | Quater to Quater Difference |
|---|---|---|---|---|---|
| Promoters | 17.03 | 17.03 | 25.45 | 22.92 | -2.53 % |
| Public | 49.89 | 57.29 | 12.4 | 19.06 | +6.66 % |
| DII | 15.24 | 13.70 | 22.78 | 18.44 | -4.34 % |
| FII | 26.35 | 29.42 | 39.37 | 39.58 | +0.21 % |
| Government | 0.00 | 0 | 0 | 0 | 0 |
Promoters’ shareholding decreased from 25.45% in March 2024 to 22.92% in June 2024. This reduction indicates that the promoters’ control over Company has weakened during this period.The percentage of shares held by the public increased from 12.4% in March 2024 to 19.06% in June 2024.This change suggests that the public’s investment in the company grew during the quarter.Domestic Institutional Investor’s (DII) shareholding decreased slightly from 22.78% in March 2024 to 18.44% in June 2024 , indicating that domestic institutions reduced their -4.34 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 39.37% in March 2024 to 39.58% in June 2024. This suggests that foreign institutions grew their investments 0.21 in the company during the quarter.
Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.
| Shareholder Name | Previous Quarter Quantity (In crores) | Current Quarter Quantity (In crores) | Previous Quarter Shares (in %) | Current Quarter Shares (in %) | Quarter-to-Quarter Difference (%) |
|---|---|---|---|---|---|
| Sanjay Agarwal | 11.719 | 11.719 | 17.51 | 15.77 | -1.74 % |
| Jyoti Agarwal | 2.364 | 2.364 | 3.53 | 3.18 | -0.35 % |
| Shakuntala Agarwal | 1.864 | 1.864 | 2.79 | 2.51 | -0.28 % |
| Mys Holdings Private Limited | 1.083 | 1.083 | 1.62 | 1.46 | -0.16 % |
Sanjay Agarwal faced a downturn in stakeholding this quarter, witnessing a decline of -1.74 % in stakeholding compared to the previous quarter.Jyoti Agarwal faced a downturn in stakeholding this quarter, witnessing a decline of -0.35 % in stakeholding compared to the previous quarter.Shakuntala Agarwal faced a downturn in stakeholding this quarter, witnessing a decline of -0.28 % in stakeholding compared to the previous quarter.Mys Holdings Private Limited faced a downturn in stakeholding this quarter, witnessing a decline of -0.16 % in stakeholding compared to the previous quarter.
| Shareholder Name | Previous Quarter Quantity (In Crores) | Current Quarter Quantity (In Crores) | Previous Quater Shares (in %) | Current Quater Shares (in %) | Quater-to-Quater Difference (%) |
|---|---|---|---|---|---|
| Directors and their relatives (excluding independent directors and nominee directors) | 1.391 | 1.391 | 2.08 | 1.87 | -0.21 % |
| Uttam Tibrewal | 1.380 | 1.380 | 2.06 | 1.86 | -0.2 % |
| Key Managerial Personnel | 0.025 | 0.025 | 0.04 | 0.03 | -0.01 % |
| Resident Individuals holding nominal share capital up to Rs. 2 lakhs | 3.379 | 2.353 | 5.05 | 3.17 | -1.88 % |
| Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs | 1.702 | 1.637 | 2.54 | 2.2 | -0.34 % |
| Non Resident Indians (NRIs) | 0.357 | 0.271 | 0.53 | 0.37 | -0.16 % |
| Foreign Companies | 0 | 0.641 | 0 | 0.86 | +0.86% |
| Bodies Corporate | 1.201 | 7.224 | 1.79 | 9.72 | + 7.93 % |
| Fincare Business Services Limited | 0 | 5.978 | 0 | 8.04 | +8.04% |
| Any Other (specify) | 0.240 | 0.620 | 0.36 | 0.83 | + 0.47 % |
| Clearing Members | 0.017 | 0.417 | 0.02 | 0.56 | + 0.54 % |
| HUF | 0.080 | 0.063 | 0.12 | 0.08 | -0.04 % |
| LLP | 0.139 | 0.137 | 0.21 | 0.18 | -0.03 % |
| Trusts | 0.003 | 0.003 | 0.01 | 0 | -0.01 % |
Observations show a significant difference of -0.21 % in Directors and their relatives (excluding independent directors and nominee directors)’s financial performance between quarters.Observations show a significant difference of -0.2 % in Uttam Tibrewal’s financial performance between quarters.Observations show a significant difference of -0.01 % in Key Managerial Personnel’s financial performance between quarters.Observations show a significant difference of -1.88 % in Resident Individuals holding nominal share capital up to Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.34 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.16 % in Non Resident Indians (NRIs)’s financial performance between quarters.Leading the way to higher stakeholding, Bodies Corporate has significantly boosted stakeholding by an impressive 7.93 %.Leading the way to higher stakeholding, Any Other (specify) has significantly boosted stakeholding by an impressive 0.47 %.Leading the way to higher stakeholding, Clearing Members has significantly boosted stakeholding by an impressive 0.54 %.Observations show a significant difference of -0.04 % in HUF’s financial performance between quarters.Observations show a significant difference of -0.03 % in LLP’s financial performance between quarters.Observations show a significant difference of -0.01 % in Trusts’s financial performance between quarters.Foreign Companies had no shares in the previous quarter but now holds 0.86% of shares in the current quarter.Fincare Business Services Limited had no shares in the previous quarter but now holds 8.04% of shares in the current quarter.
| Shareholder Name | Previous Quarter Quantity (In Crores) | Current Quarter Quantity (In Crores) | Previous Quater Shares (in %) | Current Quater Shares (in %) | Quater-to-Quater Difference (%) |
|---|---|---|---|---|---|
| Mutual Funds/ | 9.723 | 9.254 | 14.53 | 12.45 | -2.08 % |
| Dsp Midcap Fund | 1.096 | 1.114 | 1.64 | 1.5 | -0.14 % |
| Nippon Life India Trustee Ltd-A/C Nippon India Growth Fund | 1.204 | 1.120 | 1.8 | 1.51 | -0.29 % |
| Aditya Birla Sun Life Trustee Private Limited A/C Aditya Birla Sun Life Flexi Cap Fund | 1.223 | 1.551 | 1.83 | 2.09 | + 0.26 % |
| Hdfc Mutual Fund – Hdfc Mid-Cap Opportunities Fund | 1.580 | 1.945 | 2.36 | 2.62 | + 0.26 % |
| Kotak Flexicap Fund | 2.986 | 2.304 | 4.46 | 3.1 | -1.36 % |
| Alternate Investment Funds | 3.707 | 2.375 | 5.54 | 3.2 | -2.34 % |
| Business Excellence Trust Iii – India Business Excellence Fund Iii | 0 | 0.836 | 0 | 1.13 | +1.13% |
| Westbridge Aif I | 2.839 | 1.299 | 4.24 | 1.75 | -2.49 % |
| Banks | 0.022 | 0.000 | 0.03 | 0 | -0.03 % |
| Insurance Companies | 1.789 | 2.074 | 2.67 | 2.79 | + 0.12 % |
| Hdfc Life Insurance Company Limited | 1.057 | 0.916 | 1.58 | 1.23 | -0.35 % |
| Uti Flexi Cap Fund | 0.732 | 0 | 1.09 | 0 | -1.09% |
Mutual Funds/ decreased their stake from 12.45% in the previous quarter to 14.53% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -2.08 %.Dsp Midcap Fund decreased their stake from 1.5% in the previous quarter to 1.64% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.14 %.Nippon Life India Trustee Ltd-A/C Nippon India Growth Fund decreased their stake from 1.51% in the previous quarter to 1.8% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.29 %.The latest quarter saw a considerable enhancement in stakeholding for Aditya Birla Sun Life Trustee Private Limited A/C Aditya Birla Sun Life Flexi Cap Fund, reflecting an uptick of 0.26 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Hdfc Mutual Fund – Hdfc Mid-Cap Opportunities Fund, reflecting an uptick of 0.26 % in their shares.Kotak Flexicap Fund decreased their stake from 3.1% in the previous quarter to 4.46% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -1.36 %.Alternate Investment Funds decreased their stake from 3.2% in the previous quarter to 5.54% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -2.34 %.Westbridge Aif I decreased their stake from 1.75% in the previous quarter to 4.24% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -2.49 %.Banks decreased their stake from 0% in the previous quarter to 0.03% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.03 %.The latest quarter saw a considerable enhancement in stakeholding for Insurance Companies, reflecting an uptick of 0.12 % in their shares.Hdfc Life Insurance Company Limited decreased their stake from 1.23% in the previous quarter to 1.58% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.35 %.Business Excellence Trust Iii – India Business Excellence Fund Iii had no shares in the previous quarter but now holds 1.13% of shares in the current quarter.Uti Flexi Cap Fund had 1.09% of shares in the previous quarter but exited in the current quarter.
| Shareholder Name | Previous Quarter Quantity (In Crores) | Current Quarter Quantity (In Crores) | Previous Quater Shares (in %) | Current Quater Shares (in %) | Quater-to-Quater Difference (%) |
|---|---|---|---|---|---|
| Foreign Portfolio Investors Category I | 24.923 | 27.353 | 37.25 | 36.81 | -0.44 % |
| St. James’s Place Emerging Markets Equity Unit Trust Managed By Wasatch Advisors Inc | 0.792 | 0.775 | 1.18 | 1.04 | -0.14 % |
| DF International Partners II LLC | 0 | 1.205 | 0 | 1.62 | +1.62% |
| Nomura India Investment Fund Mother Fund | 1.463 | 1.317 | 2.19 | 1.77 | -0.42 % |
| Smallcap World Fund, Inc | 2.919 | 2.496 | 4.36 | 3.36 | -1 % |
| Camas Investments Pte. Ltd. | 2.694 | 2.694 | 4.03 | 3.63 | -0.4 % |
| New World Fund Inc | 2.867 | 2.867 | 4.28 | 3.86 | -0.42 % |
| Foreign Portfolio Investors Category II | 1.413 | 2.053 | 2.11 | 2.76 | + 0.65 % |
| Janchor Partners Pan-Asian Master Fund | 0.788 | 0.791 | 1.18 | 1.06 | -0.12 % |
Stakeholding dwindled by -0.44 % for Foreign Portfolio Investors Category I in comparison to the preceding quarter.Stakeholding dwindled by -0.14 % for St. James’s Place Emerging Markets Equity Unit Trust Managed By Wasatch Advisors Inc in comparison to the preceding quarter.Stakeholding dwindled by -0.42 % for Nomura India Investment Fund Mother Fund in comparison to the preceding quarter.Stakeholding dwindled by -1 % for Smallcap World Fund, Inc in comparison to the preceding quarter.Stakeholding dwindled by -0.4 % for Camas Investments Pte. Ltd. in comparison to the preceding quarter.Stakeholding dwindled by -0.42 % for New World Fund Inc in comparison to the preceding quarter.During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category II, which experienced a significant increase of 0.65 % .Stakeholding dwindled by -0.12 % for Janchor Partners Pan-Asian Master Fund in comparison to the preceding quarter.DF International Partners II LLC had no shares in the previous fiii quarter but now holds 1.62% of shares in the current quarter.
Sanjay Agarwal, these shareholders are the Anchor investors of current and previous quarter.
