HAL, BSE, Meesho, Swiggy, Infy: Stocks top 4 life insurers bought, sold in September
Hindustan Aeronautics pursued an acquisition in a defence development.
· Business Today Mkts
BSE Ltd, PB Fintech Ltd, Swiggy Ltd, Infosys Ltd and Bajaj Finance Ltd were among stocks where the four private life insurers trimmed stakes in the month gone by, Nuvama said.
The analysis
Against that, the stock is -0.3% on the day at ₹4,853.70, and has returned +5.9% over three months. It sits 5% below its 52-week high. The defence & aerospace sector has moved -1.7% over the same period, so Hindustan Aeronautics is running 7.6 points ahead of its peers.
For Hindustan Aeronautics, the question is how much of this is already reflected in the price and how much re-rates the defence & aerospace peer set alongside it.
Why it matters
- Defence orders carry long execution tails and policy tailwinds, which the market values for their visibility.
- With BSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- The 6 companies named span 6 sectors, so these are separate company stories rather than one sector-wide move.
- On the day, 2 of 6 are higher: Infosys leads at +3.4% and Swiggy trails at -4.7%.
- Over three months: Hindustan Aeronautics +5.9% against Defence & Aerospace -1.7% (7.6 points ahead); Meesho +22.4% against Consumer & Retail -9.5% (31.9 points ahead); Swiggy -40.3% against Hotels & Restaurants -0.9% (39.4 points behind); BSE -0.6% against Capital Markets -6.3% (5.7 points ahead).
- At least 25% below the 52-week high: Swiggy (58%), PB Fintech (49%) and Infosys (30%).
- Meesho: 52-week and period figures are measured since it listed on 10 Dec 2025.
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Hindustan AeronauticsHAL · Defence & Aerospace | ₹4,853.70 | -0.3% | +4.0% | +5.9% | -4.8% | 1.1× | — |
| MeeshoMEESHO · Consumer & Retail · Listed 10 Dec 2025 | ₹223.01 | -0.8% | -2.1% | +22.4% | -7.3% | 0.4× | — |
| SwiggySWIGGY · Hotels & Restaurants | ₹176.60 | -4.7% | -29.4% | -40.3% | -57.7% | 1.5× | — |
| BSEBSE · Capital Markets | ₹3,510.40 | +0.2% | +13.5% | -0.6% | -20.3% | 0.8× | — |
| PB FintechPOLICYBZR · Insurance | ₹1,000.10 | -1.8% | -6.0% | -37.2% | -48.9% | 0.4× | — |
| InfosysINFY · IT | ₹1,185.00 | +3.4% | +19.2% | +2.6% | -29.9% | 0.8× | — |
Defence & Aerospace
1M -7.5% · 3M -1.7%
Hindustan Aeronautics
Consumer & Retail
1M -4.9% · 3M -9.5%
Meesho
Hotels & Restaurants
1M -3.1% · 3M -0.9%
Swiggy
Capital Markets
1M -2.9% · 3M -6.3%
BSE
Prices as of 30 Oct 2026, 16:11 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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