LIC Raises Stake in Tata Chemicals, Asian Paints, and Eight Other Companies in Q4 FY25

The Life Insurance Corporation of India increased its stakes in ten firms during the quarter (March 2025), indicating a shift in institutional investment strategy.

What Are the Key Highlights from LIC’s Q4 Holdings?

• Tata Chemicals: LIC increased its stake in Tata Chemicals from 7.3% to 9.1%, reflecting a 1.8% rise. This move added Rs 425.2 crore in value to its holdings.
• Asian Paints: The insurer raised its shareholding in Asian Paints from 7.2% to 8.3%, registering a 1.1% gain. This was the most valuable increase in the list, adding Rs 2,476.2 crore.
• Patanjali Foods: LIC enhanced its stake in Patanjali Foods from 5.2% to 7.7%, marking the highest percentage increase of 2.5%. The holding value surged by Rs 1,626 crore.
• CESC: In CESC, LIC’s stake went up from 4.7% to 6.5%, a 1.8% increase, raising the value of its investment by Rs 370.1 crore.
• KPIT Technologies: LIC made a fresh entry in KPIT Technologies with a 1.3% stake valued at Rs 486.8 crore as of March 2025.
• Jindal Stainless: Another new addition, LIC acquired a 1.2% stake in Jindal Stainless, amounting to Rs 644.6 crore.
• NHPC: Its stake in NHPC rose from 4% to 5.2%, translating to a 1.2% rise valued at Rs 967.6 crore.
• ACC: The insurer increased its shareholding in ACC from 6.6% to 7.7%, gaining 1.1% in stake and Rs 410.9 crore in value.
• UCO Bank: LIC doubled its stake in UCO Bank from 1.2% to 2.3%, with an increase worth Rs 566.1 crore.
• IRFC: A new holding, LIC picked up a 1.1% stake in Indian Railway Finance Corporation (IRFC), valued at Rs 1,849.7 crore.

What Do LIC’s Latest Investments Reveal About Its Strategy?

These investments, compiled by Kotak Institutional Equities, underline LIC’s continued focus on long-term, high-conviction bets across diverse sectors including FMCG, power, chemicals, IT, banking, and infrastructure. The moves suggest a broader theme of sectoral diversification and value consolidation in LIC’s portfolio during a period of evolving market dynamics.

LIC Stock Performance

The Life Insurance Corporation of India shares have dipped 4.5% over the last year, 6.72% year-to-date, and 17.3% in the previous month.

Disclaimer:  At HDFC SKY, we take utmost care and due diligence in curating and presenting news and market-related content. However, inadvertent errors or omissions may occasionally occur.

If you have any concerns, questions, or wish to point out any discrepancies in our content, please feel free to write to us at content@hdfcsec.com.

Please note that the information shared is intended solely for informational purposes and does not make any investment recommendations