Indian Bulk Deals Heat Up: FIIs Pile ₹1,000 Cr into Akzo Nobel Amid Q2 Profit Surge, HFTs Swarm Aequs with ₹700 Cr Post-IPO Bets; Shakti Pumps Sees ₹160 Cr Offload on Profit-Taking
Mumbai, December 18, 2025 – Bulk and block trades flooded Indian exchanges yesterday, clocking over ₹6,000 Cr in value as institutions and HFTs positioned aggressively amid a resilient market (Nifty +0.57% to 26,046.95, Sensex +0.53% to 85,267.66 on DII inflows of ₹5,500 Cr). The marquee move was foreign funds like Goldman Sachs snapping up 3.35 lakh shares of Akzo Nobel India (AKZOINDIA) worth ₹105 Cr at ₹3,150—part of a ₹1,000 Cr+ block buy frenzy—betting on its 25% Q2 PAT jump to ₹85 Cr. Freshly listed Aequs (AEQUS) drew ₹700 Cr from HFT desks like Mathisys and Junomoneta, while Shakti Pumps (SHAKTIPUMP) witnessed ₹160 Cr in sells by Graviton and peers amid post-rally caution. This deal dynamo—92 trades, buys edging sells 1.8:1—signals FII rotation into paints and aero amid ₹7,800 Cr monthly outflows, offering retail a window into big bets, arbitrage edges for traders, and conviction cues for long-haul investors eyeing 8.2% GDP infra tailwinds.
Key Bulk Deals Breakdown: Buys Dominate Growth Plays
NSE/BSE filings showed HFTs (Irage, Junomoneta, QE) in 55% of volumes, with FIIs targeting premium names. Top deals by value/quantity:
| Symbol | Client Name | Buy/Sell | Qty (Shares) | Avg Price (₹) | Deal Value (₹ Cr) | Remarks |
|---|---|---|---|---|---|---|
| AKZOINDIA | Goldman Sachs India Equity Portfolio | BUY | 3.35 L | 3,150 | 105 | Block tranche in ₹1,000 Cr+ buy wave (Irage 8.11 L @₹3,167, Mansi 2.81 L @₹3,156); Q2 PAT +25% to ₹85 Cr fuels FII interest. |
| AEQUS | Mathisys Advisors LLP | BUY | 43.71 L | 157.29 | 688 | Post-IPO HFT rush (Junomoneta 42.58 L @₹157.08); total 86 L shares ~₹1,350 Cr, riding 31% weekly surge on Boeing JV. |
| APEX | Silverleaf Capital Services | BUY | 2.90 L | 299.43 | 87 | Seafood exporter's HFT swarm (Algoquant 1.57 L @₹295.82, Elixir 2.04 L @₹299.06); ~12 L shares ₹360 Cr on Q2 PAT +15% to ₹50 Cr. |
| SHAKTIPUMP | Graviton Research Capital LLP | SELL | 6.40 L | 739.62 | 47 | Solar pump leader's HFT dump (HRTI 9.64 L @₹731.83, Junomoneta 6.31 L @₹730.35); ~22 L shares ₹160 Cr post-50% rally unwind. |
| SAMMAANCAP | Graviton Research Capital LLP | SELL | 56.34 L | 147.43 | 830 | NBFC's massive offload amid Q2 rev +20% but high NPA (4.2%)—total sells ~₹1,000 Cr on valuation stretch (P/B 2.5x). |
Data from NSE bulk/block filings on Dec 17, 2025. Value approx; excludes minor remarks. Top 5 by scale.
Why Investors Are Buzzing: FII Rotation & HFT Arbitrage in Focus
Akzo Nobel's (AKZOINDIA) Paints Power Play: The block buy bonanza—₹1,000 Cr+ across Goldman (₹105 Cr), Irage (₹257 Cr), Mansi (₹88 Cr)—rides Q2 PAT +25% to ₹85 Cr and 12% rev growth to ₹835 Cr on industrial coatings demand (auto/infra). Volumes 14 L shares; P/E 45x premium, but ROE 25% draws FIIs amid $18B YTD exits—analysts eye ₹3,500 target on EV paints.
Aequs' (AEQUS) Post-IPO Magnetism: HFTs like Mathisys (43.71 L @₹157.29, ₹688 Cr) and Junomoneta (42.58 L @₹157.08) poured ₹700 Cr+ into the aero SEZ firm, extending 31% weekly surge post-Dec 10 listing (13% premium, 101x sub). Boeing JV (₹1,200 Cr) + Karnataka exports fuel; m-cap ₹10,000 Cr, P/E 25x a Make-in-India bet.
Apex Frozen's (APEX) Seafood Scoop: ~12 L shares ₹360 Cr bought by HFTs (Silverleaf 2.9 L @₹299, Elixir 2.04 L @₹299)—Q2 PAT +15% to ₹50 Cr on US/EU exports +15%, up 20% yearly despite shrimp price volatility. Promoter 75%; Q3 guidance key.
Shakti Pumps' (SHAKTIPUMP) Profit Purge: HFT sells of 22 L shares ₹160 Cr (Graviton 6.4 L @₹740, HRTI 9.64 L @₹732) follow 50% rally unwind on subsidy delays—Q2 rev +20%, but P/E 50x stretched.
Sammaan Capital's (SAMMAANCAP) NBFC Nosedive: Graviton's 56.34 L shares ₹830 Cr sell amid Q2 rev +20% but 4.2% NPA rise—P/B 2.5x, total sells ~₹1,000 Cr on valuation caution.
Broader Market Context and What It Means for You
92 deals (buys 1.8:1 sells) reflect FII/DII tug amid rupee ₹83.85/USD and Brent $63.20 stability. Midcaps +1.14% Friday; VIX 13.8 eyes Reliance Q3 (today)—FIIs sold ₹800 Cr, DIIs anchored.
Retail Investors: Akzo Nobel's FII buy for 10% paints exposure—trail 5% on Q3. Institutions: Aequs' HFT haul for 25% aero growth. Day Traders: Apex arb on 3% swings—HFT volumes cue.
