Share the post "Shareholding Pattern: Shareholding Pattern Federal Bank Ltd. An Examination of Financial Performance for FY (Q4-Mar 2023-2024)"
Federal Bank Ltd. has unveiled its latest shareholding reports, covering the quarter and the first half of the fiscal year ending on (Q4-Mar 2023-2024).This comprehensive report offers a deep dive into the company’s shareholding landscape, including details on Promoters, promoter groups, Foreign investors, public investors, and government entities. Through meticulous comparative analysis, it tracks the evolution of shareholding percentages and quantities, highlighting any shifts in ownership dynamics. Investors gain invaluable insights into the company’s ownership structure and the evolving investment landscape.
| 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 | 0.00 | 0.00 | 0 | 0 | 0 |
| Public | 240.87 | 241.07 | 25.91 | 26.05 | +0.14 % |
| DII | 107.66 | 109.41 | 44.7 | 45.38 | +0.68 % |
| FII | 70.78 | 68.88 | 29.39 | 28.57 | -0.82 % |
| Government | 0.00 | 0.01 | 0 | 0 | 0 |
Promoters shareholding remained stable, at 0% in both December 2023 and March 2024. This indicates that the promoters’ control over the company did not change during this period. The percentage of shares held by the public increased from 25.91% in December 2023 to 26.05% in March 2024.This change suggests that the public’s investment in the company grew during the quarter.DIIs (Domestic Institutional Investors) shareholding increased from 44.7% in December 2023 to 45.38% in March 2024 , indicating that domestic institutions increased their stake in the company by 0.68% . FIIs (Foreign Institutional Investors) shareholding decreased from 29.39% in December 2023 to 28.57% in March 2024 ,indicating that foreign institutions reduced their investments by 1.5% in the company during the quarter. This suggests a pullback in their investment .During quater from December 2023 to March 2024, Goverenment ownership remained steady at 0%.This indicates that the government’s stake in the company remained consistent during this period.
Let’s delve deeper into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.
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| 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) | 0.253 | 0.253 | 0.11 | 0.1 | -0.01 % |
| Resident Individuals holding nominal share capital up to Rs. 2 lakhs | 31.271 | 32.252 | 12.98 | 13.38 | + 0.4 % |
| Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs | 13.007 | 13.067 | 5.4 | 5.42 | + 0.02 % |
| RAKESH JHUNJHUNWALA | 0 | 2.450 | 0 | 1.02 | +1.02% |
| REKHA JHUNJHUNWALA | 4.821 | 3.831 | 2 | 1.59 | -0.41 % |
| Non Resident Indians (NRIs) | 9.958 | 9.874 | 4.13 | 4.1 | -0.03 % |
| Bodies Corporate | 3.165 | 2.730 | 1.31 | 1.13 | -0.18 % |
| Any Other (specify) | 4.011 | 3.832 | 1.67 | 1.59 | -0.08 % |
| Trusts | 0.176 | 0.041 | 0.07 | 0.02 | -0.05 % |
| LLP | 0.352 | 0.319 | 0.15 | 0.13 | -0.02 % |
| Zerodha Broking | 0 | 2.480 | 0 | 1.03 | +1.03% |
| Clearing Members | 2.613 | 2.559 | 1.08 | 1.06 | -0.02 % |
| HUF | 0.869 | 0.912 | 0.36 | 0.38 | + 0.02 % |
| JHUNJHUNWALA RAKESH RADHESHYAM | 2.450 | 0 | 1.02 | 0 | -1.02% |
| ZERODHA BROKING | 2.480 | 0 | 1.03 | 0 | -1.03% |
Observations indicate a sizeable -0.01 % variance in Directors and their relatives (excluding independent directors and nominee directors)’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Spearheading a savvy charge towards increased profitability, Resident Individuals holding nominal share capital up to Rs. 2 lakhs lifts the bar with a remarkable 0.4 % enhancement in net profit, revealing adroit resource allocation and sharpened commercial instincts.Spearheading a savvy charge towards increased profitability, Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs lifts the bar with a remarkable 0.02 % enhancement in net profit, revealing adroit resource allocation and sharpened commercial instincts.Observations indicate a sizeable -0.41 % variance in REKHA JHUNJHUNWALA’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Observations indicate a sizeable -0.03 % variance in Non Resident Indians (NRIs)’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Observations indicate a sizeable -0.18 % variance in Bodies Corporate’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Observations indicate a sizeable -0.08 % variance in Any Other (specify)’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Observations indicate a sizeable -0.05 % variance in Trusts’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Observations indicate a sizeable -0.02 % variance in LLP’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Observations indicate a sizeable -0.02 % variance in Clearing Members’s fiscal performance between quarters, necessitating thorough investigation of salient aspects to enable future-proof strategies centered around lasting development.Spearheading a savvy charge towards increased profitability, HUF lifts the bar with a remarkable 0.02 % enhancement in net profit, revealing adroit resource allocation and sharpened commercial instincts.RAKESH JHUNJHUNWALA had no shares in the previous quarter but now holds 1.02% of shares in the current quarter.Zerodha Broking had no shares in the previous quarter but now holds 1.03% of shares in the current quarter.JHUNJHUNWALA RAKESH RADHESHYAM had 1.02% of shares in the previous quarter but exited in the current quarter.ZERODHA BROKING had 1.03% 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 (%) |
|---|---|---|---|---|---|
| Mutual Funds/ | 84.848 | 84.078 | 35.23 | 34.88 | -0.35 % |
| TATA MUTUAL FUND | 0 | 2.535 | 0 | 1.05 | +1.05% |
| ADITYA BIRLA SUN LIFE | 0 | 2.595 | 0 | 1.08 | +1.08% |
| FRANKILN TEMPLETON | 0 | 2.596 | 0 | 1.08 | +1.08% |
| HSBC EQUITY SAVINGS FUND | 0 | 3.008 | 0 | 1.25 | +1.25% |
| CANARA ROBECO MUTUAL FUND | 0 | 3.053 | 0 | 1.27 | +1.27% |
| INVESCO INDIA ESG EQUITY FUND | 0 | 3.107 | 0 | 1.29 | +1.29% |
| SUNDARAM MUTUAL FUND | 0 | 3.116 | 0 | 1.29 | +1.29% |
| EDELWEISS | 0 | 3.144 | 0 | 1.3 | +1.3% |
| UTI MUTUAL FUND | 0 | 3.204 | 0 | 1.33 | +1.33% |
| DSP | 0 | 3.995 | 0 | 1.66 | +1.66% |
| SBI MUTUAL FUND | 0 | 4.682 | 0 | 1.94 | +1.94% |
| ICICI PRUDENTIAL MUTUAL FUND | 0 | 5.604 | 0 | 2.32 | +2.32% |
| KOTAK MUTUAL FUND | 0 | 5.869 | 0 | 2.43 | +2.43% |
| NIPPON LIFE INDIA TRUSTEE | 0 | 6.319 | 0 | 2.62 | +2.62% |
| MIRAE ASSET MUTUAL FUND | 0 | 8.892 | 0 | 3.69 | +3.69% |
| HDFC MUTUTAL FUND | 0 | 16.695 | 0 | 6.93 | +6.93% |
| Alternate Investment Funds | 2.025 | 2.194 | 0.84 | 0.91 | + 0.07 % |
| Banks | 0.070 | 0.015 | 0.03 | 0.01 | -0.02 % |
| Insurance Companies | 19.585 | 21.952 | 8.13 | 9.11 | + 0.98 % |
| HDFC LIFE INSURANCE COMPANY LTD | 0 | 5.418 | 0 | 2.25 | +2.25% |
| SBI LIFE INSURANCE CO. LTD | 3.197 | 2.910 | 1.33 | 1.21 | -0.12 % |
| TATA AIA LIFE INSURANCE | 0 | 3.411 | 0 | 1.41 | +1.41% |
| LIFE INSURANCE CORPORATION OF INDIA | 0 | 7.974 | 0 | 3.31 | +3.31% |
| Provident Funds/ Pension Funds | 0.392 | 0.603 | 0.16 | 0.25 | + 0.09 % |
| Asset reconstruction companies | 0.313 | 0.019 | 0.13 | 0.01 | -0.12 % |
| NBFCs registered with RBI | 0.427 | 0.547 | 0.18 | 0.23 | + 0.05 % |
| Axis Mutual Fund Trustee Limited A/C Axis Mutual Fund A/C Axis Nifty Midcap 50 I | 2.674 | 0 | 1.11 | 0 | -1.11% |
| FRANKLIN INDIA PRIMA FUND | 2.794 | 0 | 1.16 | 0 | -1.16% |
| EDELWEISS MULTI CAP FUND | 2.889 | 0 | 1.2 | 0 | -1.2% |
| SUNDARAM MUTUAL FUND A/C SUNDARAM FLEXI CAP FUND | 3.091 | 0 | 1.28 | 0 | -1.28% |
| DSP NIFTY PRIVATE BANK ETF | 3.290 | 0 | 1.37 | 0 | -1.37% |
| HSBC MULTI CAP FUND | 3.726 | 0 | 1.55 | 0 | -1.55% |
| CANARA ROBECO MUTUAL FUND A/C CANARA ROBECO MULTI CAP FUND | 3.854 | 0 | 1.6 | 0 | -1.6% |
| ICICI PRUDENTIAL NIFTY PRIVATE BANKS ETF | 4.204 | 0 | 1.75 | 0 | -1.75% |
| ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C – ADITYA BIRLA SUN LIFE MULTI | 4.319 | 0 | 1.79 | 0 | -1.79% |
| SBI NIFTY MIDCAP 150 INDEX FUND | 5.339 | 0 | 2.22 | 0 | -2.22% |
| KOTAK MAHINDRA TRUSTEE CO LTD A/C KOTAK MULTI ASSET ALLOCATION FUND | 5.668 | 0 | 2.35 | 0 | -2.35% |
| HDFC MUTUAL FUND – HDFC NIFTY PRIVATE BANK ETF | 15.921 | 0 | 6.61 | 0 | -6.61% |
| UTI NIFTY 500 VALUE 50 INDEX | 3.042 | 0 | 1.26 | 0 | -1.26% |
| INVESCO INDIA MULTICAP FUND | 3.105 | 0 | 1.29 | 0 | -1.29% |
| NIPPON LIFE INDIA TRUSTEE LTD-A/C NIPPON INDIA ETF NIFTY MIDCAP 150 | 5.612 | 0 | 2.33 | 0 | -2.33% |
| MIRAE ASSET ARBITRAGE FUND | 8.414 | 0 | 3.49 | 0 | -3.49% |
| LIFE INSURANCE CORPORATION OF INDIA – P & GS Fund | 4.821 | 0 | 2 | 0 | -2% |
| HDFC LIFE INSURANCE COMPANYLIMITED -SHAREHOLDERS SOLVENCY MARGIN ACCOUNT | 5.686 | 0 | 2.36 | 0 | -2.36% |
| TATA AIA LIFE INSURANCE COMPANY LIMITED A/C DYNAMIC ADVANTAGE FUND (ULIF 066 12/ | 3.251 | 0 | 1.35 | 0 | -1.35% |
Mutual Funds/ decreased their stake from 34.88% in the previous quarter to 35.23% in the current quarter. It describes a decrease in stakes over consecutive quarters, specifically by -0.35 %.The latest quarter saw a considerable enhancement in profitability for Alternate Investment Funds, reflecting an uptick of 0.07 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.Banks decreased their stake from 0.01% in the previous quarter to 0.03% in the current quarter. It describes a decrease in stakes over consecutive quarters, specifically by -0.02 %.The latest quarter saw a considerable enhancement in profitability for Insurance Companies, reflecting an uptick of 0.98 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.SBI LIFE INSURANCE CO. LTD decreased their stake from 1.21% in the previous quarter to 1.33% in the current quarter. It describes a decrease in stakes over consecutive quarters, specifically by -0.12 %.The latest quarter saw a considerable enhancement in profitability for Provident Funds/ Pension Funds, reflecting an uptick of 0.09 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.Asset reconstruction companies decreased their stake from 0.01% in the previous quarter to 0.13% in the current quarter. It describes a decrease in stakes over consecutive quarters, specifically by -0.12 %.The latest quarter saw a considerable enhancement in profitability for NBFCs registered with RBI, reflecting an uptick of 0.05 % in their net earnings. Such an outcome implies the successful implementation of sound cost optimization techniques and increased income sources, ultimately highlighting the favorable effect of the investor on the corporation’s overall monetary welfare.TATA MUTUAL FUND had no shares in the previous quarter but now holds 1.05% of shares in the current quarter.ADITYA BIRLA SUN LIFE had no shares in the previous quarter but now holds 1.08% of shares in the current quarter.FRANKILN TEMPLETON had no shares in the previous quarter but now holds 1.08% of shares in the current quarter.HSBC EQUITY SAVINGS FUND had no shares in the previous quarter but now holds 1.25% of shares in the current quarter.CANARA ROBECO MUTUAL FUND had no shares in the previous quarter but now holds 1.27% of shares in the current quarter.INVESCO INDIA ESG EQUITY FUND had no shares in the previous quarter but now holds 1.29% of shares in the current quarter.SUNDARAM MUTUAL FUND had no shares in the previous quarter but now holds 1.29% of shares in the current quarter.EDELWEISS had no shares in the previous quarter but now holds 1.3% of shares in the current quarter.UTI MUTUAL FUND had no shares in the previous quarter but now holds 1.33% of shares in the current quarter.DSP had no shares in the previous quarter but now holds 1.66% of shares in the current quarter.SBI MUTUAL FUND had no shares in the previous quarter but now holds 1.94% of shares in the current quarter.ICICI PRUDENTIAL MUTUAL FUND had no shares in the previous quarter but now holds 2.32% of shares in the current quarter.KOTAK MUTUAL FUND had no shares in the previous quarter but now holds 2.43% of shares in the current quarter.NIPPON LIFE INDIA TRUSTEE had no shares in the previous quarter but now holds 2.62% of shares in the current quarter.MIRAE ASSET MUTUAL FUND had no shares in the previous quarter but now holds 3.69% of shares in the current quarter.HDFC MUTUTAL FUND had no shares in the previous quarter but now holds 6.93% of shares in the current quarter.HDFC LIFE INSURANCE COMPANY LTD had no shares in the previous quarter but now holds 2.25% of shares in the current quarter.TATA AIA LIFE INSURANCE had no shares in the previous quarter but now holds 1.41% of shares in the current quarter.LIFE INSURANCE CORPORATION OF INDIA had no shares in the previous quarter but now holds 3.31% of shares in the current quarter.Axis Mutual Fund Trustee Limited A/C Axis Mutual Fund A/C Axis Nifty Midcap 50 I had 1.11% of shares in the previous quarter but exited in the current quarter.FRANKLIN INDIA PRIMA FUND had 1.16% of shares in the previous quarter but exited in the current quarter.EDELWEISS MULTI CAP FUND had 1.2% of shares in the previous quarter but exited in the current quarter.SUNDARAM MUTUAL FUND A/C SUNDARAM FLEXI CAP FUND had 1.28% of shares in the previous quarter but exited in the current quarter.DSP NIFTY PRIVATE BANK ETF had 1.37% of shares in the previous quarter but exited in the current quarter.HSBC MULTI CAP FUND had 1.55% of shares in the previous quarter but exited in the current quarter.CANARA ROBECO MUTUAL FUND A/C CANARA ROBECO MULTI CAP FUND had 1.6% of shares in the previous quarter but exited in the current quarter.ICICI PRUDENTIAL NIFTY PRIVATE BANKS ETF had 1.75% of shares in the previous quarter but exited in the current quarter.ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C – ADITYA BIRLA SUN LIFE MULTI had 1.79% of shares in the previous quarter but exited in the current quarter.SBI NIFTY MIDCAP 150 INDEX FUND had 2.22% of shares in the previous quarter but exited in the current quarter.KOTAK MAHINDRA TRUSTEE CO LTD A/C KOTAK MULTI ASSET ALLOCATION FUND had 2.35% of shares in the previous quarter but exited in the current quarter.HDFC MUTUAL FUND – HDFC NIFTY PRIVATE BANK ETF had 6.61% of shares in the previous quarter but exited in the current quarter.UTI NIFTY 500 VALUE 50 INDEX had 1.26% of shares in the previous quarter but exited in the current quarter.INVESCO INDIA MULTICAP FUND had 1.29% of shares in the previous quarter but exited in the current quarter.NIPPON LIFE INDIA TRUSTEE LTD-A/C NIPPON INDIA ETF NIFTY MIDCAP 150 had 2.33% of shares in the previous quarter but exited in the current quarter.MIRAE ASSET ARBITRAGE FUND had 3.49% of shares in the previous quarter but exited in the current quarter.LIFE INSURANCE CORPORATION OF INDIA – P & GS Fund had 2% of shares in the previous quarter but exited in the current quarter.HDFC LIFE INSURANCE COMPANYLIMITED -SHAREHOLDERS SOLVENCY MARGIN ACCOUNT had 2.36% of shares in the previous quarter but exited in the current quarter.TATA AIA LIFE INSURANCE COMPANY LIMITED A/C DYNAMIC ADVANTAGE FUND (ULIF 066 12/ had 1.35% 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 | 56.845 | 54.778 | 23.6 | 22.72 | -0.88 % |
| VANGUARD | 0 | 2.481 | 0 | 1.03 | +1.03% |
| KOTAK FUND | 0 | 3.609 | 0 | 1.5 | +1.5% |
| INTERNATIONAL FINANCE CORPORATION | 9.362 | 9.362 | 3.89 | 3.88 | -0.01 % |
| Foreign Portfolio Investors Category II | 13.930 | 14.100 | 5.78 | 5.85 | + 0.07 % |
| KOTAK FUNDS – INDIA MIDCAP FUND | 4.151 | 0 | 1.72 | 0 | -1.72% |
Profitability dwindled by -0.88 % for Foreign Portfolio Investors Category I in comparison to the preceding quarter. To secure a foundation for prospective sustainable progress, investigating the factors prompting this decline is vital.Profitability dwindled by -0.01 % for INTERNATIONAL FINANCE CORPORATION in comparison to the preceding quarter. To secure a foundation for prospective sustainable progress, investigating the factors prompting this decline is vital.During this past quarter, there was a noteworthy upswing in profitability for Foreign Portfolio Investors Category II, which experienced a significant increase of 0.07 % in net profit.VANGUARD had no shares in the previous fiii quarter but now holds 1.03% of shares in the current quarter.KOTAK FUND had no shares in the previous fiii quarter but now holds 1.5% of shares in the current quarter.KOTAK FUNDS – INDIA MIDCAP FUND had 1.72% of shares in the previous quarter but exited in the current quarter.
Rekha Jhunjhunwala, Jhunjhunwala Rakesh Radheshyam, Rakesh Jhunjhunwala, these shareholders are the Anchor investors of current and previous quarter.
