Share the post "Shareholding Pattern: Shareholding Pattern Ujjivan Financial Services Limited An Examination of Financial Performance for FY (Q4-Mar 2023-2024)"
Ujjivan Financial Services Limited has released its latest shareholding reports, covering the quarter and the first half of the fiscal year ending on (Q4-Mar 2023-2024).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 |
0.00 |
0.00 |
0 |
0 |
0 |
Public |
12.18 |
12.18 |
57.58 |
57.3 |
-0.28 % |
DII
|
0.91 |
0.90 |
7.44 |
7.36 |
-0.08 % |
FII
|
4.26 |
4.30 |
34.98 |
35.34 |
+0.36 % |
Government
|
0 |
0 |
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 decreased from 57.58% in December 2023 to 57.3% 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 7.44% in December 2023 to 7.36% in March 2024 , indicating that domestic institutions reduced their -0.08 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 34.98% in December 2023 to 35.34% in March 2024. This suggests that foreign institutions grew their investments 0.36000000000001 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.
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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 (%) |
Resident Individuals holding nominal share capital up to Rs. 2 lakhs |
2.724 |
2.763 |
22.37 |
22.69 |
+ 0.32 % |
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs |
2.302 |
2.209 |
18.91 |
18.14 |
-0.77 % |
DOLLY KHANNA |
0.137 |
0.171 |
1.13 |
1.4 |
+ 0.27 % |
Non Resident Indians (NRIs) |
0.498 |
0.518 |
4.09 |
4.26 |
+ 0.17 % |
Bodies Corporate |
1.241 |
1.264 |
10.2 |
10.38 |
+ 0.18 % |
Any Other (specify) |
0.240 |
0.219 |
1.97 |
1.8 |
-0.17 % |
Trusts |
0.004 |
0.002 |
0.03 |
0.02 |
-0.01 % |
HUF |
0.231 |
0.212 |
1.89 |
1.74 |
-0.15 % |
Clearing Members |
0.001 |
0.000 |
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 0.32 %.Observations show a significant difference of -0.77 % in Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs’s financial performance between quarters.Leading the way to higher stakeholding, DOLLY KHANNA has significantly boosted stakeholding by an impressive 0.27 %.Leading the way to higher stakeholding, Non Resident Indians (NRIs) has significantly boosted stakeholding by an impressive 0.17 %.Leading the way to higher stakeholding, Bodies Corporate has significantly boosted stakeholding by an impressive 0.18 %.Observations show a significant difference of -0.17 % in Any Other (specify)’s financial performance between quarters.Observations show a significant difference of -0.01 % in Trusts’s financial performance between quarters.Observations show a significant difference of -0.15 % in HUF’s financial performance between quarters.Observations show a significant difference of -0.01 % in Clearing Members’s financial performance between quarters.
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/ |
0.653 |
0.624 |
5.37 |
5.12 |
-0.25 % |
SUNDARAM MUTUAL FUND A/C SUNDARAM SMALL CAP FUND |
0 |
0.436 |
0 |
3.58 |
+3.58% |
Alternate Investment Funds |
0.212 |
0.206 |
1.74 |
1.69 |
-0.05 % |
Insurance Companies |
0.040 |
0.067 |
0.33 |
0.55 |
+ 0.22 % |
NBFCs registered with RBI |
0.001 |
0.000 |
0.01 |
0 |
-0.01 % |
SUNDARAM MUTUAL FUND A/C SUNDARAM LONG TERM MICRO |
0.307 |
0 |
2.52 |
0 |
-2.52% |
ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C |
0.204 |
0 |
1.67 |
0 |
-1.67% |
Mutual Funds/ decreased their stake from 5.12% in the previous quarter to 5.37% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.25 %.Alternate Investment Funds decreased their stake from 1.69% in the previous quarter to 1.74% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.05 %.The latest quarter saw a considerable enhancement in stakeholding for Insurance Companies, reflecting an uptick of 0.22 % in their shares.NBFCs registered with RBI decreased their stake from 0% in the previous quarter to 0.01% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.01 %.SUNDARAM MUTUAL FUND A/C SUNDARAM SMALL CAP FUND had no shares in the previous quarter but now holds 3.58% of shares in the current quarter.SUNDARAM MUTUAL FUND A/C SUNDARAM LONG TERM MICRO had 2.52% of shares in the previous quarter but exited in the current quarter.ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C had 1.67% 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 |
1.717 |
1.809 |
14.1 |
14.85 |
+ 0.75 % |
AL MEHWAR COMMERCIAL INVESTMENTS L.L.C. – (TREEFIS |
0 |
0.131 |
0 |
1.07 |
+1.07% |
DURO ONE INVESTMENTS LIMITED |
0.497 |
0.486 |
4.08 |
3.99 |
-0.09 % |
TT EMERGING MARKETS UNCONSTRAINED FUND |
0 |
0.123 |
0 |
1.01 |
+1.01% |
Foreign Portfolio Investors Category II |
1.678 |
1.631 |
13.78 |
13.39 |
-0.39 % |
1729 CAPITAL |
0.258 |
0.256 |
2.12 |
2.1 |
-0.02 % |
During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category I, which experienced a significant increase of 0.75 % .Stakeholding dwindled by -0.09 % for DURO ONE INVESTMENTS LIMITED in comparison to the preceding quarter.Stakeholding dwindled by -0.39 % for Foreign Portfolio Investors Category II in comparison to the preceding quarter.Stakeholding dwindled by -0.02 % for 1729 CAPITAL in comparison to the preceding quarter.AL MEHWAR COMMERCIAL INVESTMENTS L.L.C. – (TREEFIS had no shares in the previous fiii quarter but now holds 1.07% of shares in the current quarter.TT EMERGING MARKETS UNCONSTRAINED FUND had no shares in the previous fiii quarter but now holds 1.01% of shares in the current quarter.
Dolly Khanna, these shareholders are the Anchor investors of current and previous quarter.
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