Shareholding Pattern: Shareholding Pattern IDFC LIMITED An Examination of Financial Performance for FY (Q4-Mar 2023-2024)

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	160.00	160.00	49.23	48.87	-0.36 %
DII	23.65	21.91	14.78	13.69	-1.09 %
FII	31.27	33.58	19.54	20.99	+1.45 %
Government	26.32	26.32	16.45	16.45	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 decreased from 49.23% in December 2023 to 48.87% in March 2024.This reduction indicates that the public’s stake in the company diminished during this period.Domestic Institutional Investor’s (DII) shareholding decreased slightly from 14.78% in December 2023 to 13.69% in March 2024 , indicating that domestic institutions reduced their -1.09 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 19.54% in December 2023 to 20.99% in March 2024. This suggests that foreign institutions grew their investments 1.45 in the company during the quarter. During quater from December 2023 to March 2024, Goverenment ownership remained steady at 16.45%.This indicates that the government’s stake in the company remained consistent during this period.

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

“”MSP INFOTECH PVT LTD had no shares in the previous quarter but now holds 3.25% of shares in the current quarter.MSP INFOTECH PVT. LTD. had 3.25% 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 (%)
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	25.078	25.986	15.67	16.24	+ 0.57 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	37.778	37.085	23.61	23.18	-0.43 %
AKASH MANEK BHANSHALI	0	3.513	0	2.2	+2.2%
Non Resident Indians (NRIs)	3.736	3.384	2.34	2.11	-0.23 %
Bodies Corporate	9.226	8.760	5.77	5.48	-0.29 %
Any Other (specify)	2.599	2.624	1.62	1.64	+ 0.02 %
HUF	2.570	2.594	1.61	1.62	+ 0.01 %
AKASH BHANSHALI	3.513	0	2.2	0	-2.2%
Clearing Members	0.011	0	0.01	0	-0.01%

Leading the way to higher stakeholding, Resident Individuals holding nominal share capital up to Rs. 2 lakhs has significantly boosted stakeholding by an impressive 0.57 %.Observations show a significant difference of -0.43 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Observations show a significant difference of -0.23 % in Non Resident Indians (NRIs)’s financial performance between quarters.Observations show a significant difference of -0.29 % in Bodies Corporate’s financial performance between quarters.Leading the way to higher stakeholding, Any Other (specify) has significantly boosted stakeholding by an impressive 0.02 %.Leading the way to higher stakeholding, HUF has significantly boosted stakeholding by an impressive 0.01 %.AKASH MANEK BHANSHALI had no shares in the previous quarter but now holds 2.2% of shares in the current quarter.AKASH BHANSHALI had 2.2% of shares in the previous quarter but exited in the current quarter.Clearing Members had 0.01% 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/	16.120	13.967	10.08	8.73	-1.35 %
TATA MUTUAL FUND – TATA HYBRID EQUITY FUND	2.778	2.815	1.74	1.76	+ 0.02 %
KOTAK EQUITY ARBITRAGE FUND	2.157	2.548	1.35	1.59	+ 0.24 %
HDFC MUTUAL FUND-HDFC ARBITRAGE FUND	0	4.080	0	2.55	+2.55%
Alternate Investment Funds	1.559	2.070	0.97	1.29	+ 0.32 %
Banks	0.343	0.079	0.21	0.05	-0.16 %
Insurance Companies	5.613	5.776	3.51	3.61	+ 0.1 %
HDFC LIFE INSURANCE COMPANY LIMITED	3.000	3.385	1.88	2.12	+ 0.24 %
HDFC SMALL CAP FUND	5.133	0	3.21	0	-3.21%
ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C	1.670	0	1.04	0	-1.04%

Mutual Funds/ decreased their stake from 8.73% in the previous quarter to 10.08% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -1.35 %.The latest quarter saw a considerable enhancement in stakeholding for TATA MUTUAL FUND – TATA HYBRID EQUITY FUND, reflecting an uptick of 0.02 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for KOTAK EQUITY ARBITRAGE FUND, reflecting an uptick of 0.24 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for Alternate Investment Funds, reflecting an uptick of 0.32 % in their shares.Banks decreased their stake from 0.05% in the previous quarter to 0.21% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.16 %.The latest quarter saw a considerable enhancement in stakeholding for Insurance Companies, reflecting an uptick of 0.1 % in their shares.The latest quarter saw a considerable enhancement in stakeholding for HDFC LIFE INSURANCE COMPANY LIMITED, reflecting an uptick of 0.24 % in their shares.HDFC MUTUAL FUND-HDFC ARBITRAGE FUND had no shares in the previous quarter but now holds 2.55% of shares in the current quarter.HDFC SMALL CAP FUND had 3.21% of shares in the previous quarter but exited in the current quarter.ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C had 1.04% 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	26.162	28.097	16.35	17.56	+ 1.21 %
TATA INDIAN OPPORTUNITIES FUND	0	2.300	0	1.44	+1.44%
GOVERNMENT PENSION FUND GLOBAL	3.005	3.790	1.88	2.37	+ 0.49 %
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND	1.807	1.831	1.13	1.14	+ 0.01 %
VANGUARD EMERGING MARKETS STOCK INDEX FUND, A SERI	1.837	1.801	1.15	1.13	-0.02 %
Foreign Portfolio Investors Category II	5.109	5.488	3.19	3.43	+ 0.24 %

During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category I, which experienced a significant increase of 1.21 % .During this past quarter, there was a noteworthy upswing in stakeholding for GOVERNMENT PENSION FUND GLOBAL, which experienced a significant increase of 0.49 % .During this past quarter, there was a noteworthy upswing in stakeholding for VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND, which experienced a significant increase of 0.01 % .Stakeholding dwindled by -0.02 % for VANGUARD EMERGING MARKETS STOCK INDEX FUND, A SERI 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 0.24 % .TATA INDIAN OPPORTUNITIES FUND had no shares in the previous fiii quarter but now holds 1.44% of shares in the current quarter.