Multibagger stock ideas: Why Foreign Billionaires Are Quietly Buying These 3 Indian Holding Companies in 2025

 Introduction:

Something unusual is happening in India’s stock market in 2025. While retail investors chase trending sectors, foreign billionaires and institutional investors are quietly accumulating shares of low-profile Indian holding companies. These stocks don’t make headlines — but they control valuable listed and unlisted assets, and insiders know their true value is hidden from the public.

So, why are smart money investors quietly betting on these holding companies — and which 3 stocks are being bought in 2025?

Let’s find out.

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🔍 What Are Holding Companies — And Why Are They So Powerful?

A holding company doesn’t operate a business directly. Instead, it owns shares of other companies — usually major stakes in group companies or valuable private assets.

Think of them like silent controllers — they influence decisions, receive dividends, and benefit from hidden NAV value.

In 2025, several Indian holding companies are trading at deep discounts to the actual value of what they own. That’s exactly why foreign billionaires are quietly loading up.

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💼 1. Bajaj Holdings & Investment Ltd. (Stock Price ~13,970rs as of July 2025)

Why It's Attracting Billionaires:

This is the main holding company of the Bajaj Group, owning significant stakes in Bajaj Auto, Bajaj Finserv, and Bajaj Finance. The combined market value of its holdings far exceeds its own market cap — creating a hidden discount of over 50%.

Foreign Buying Clues:

In Q1 FY26, top global investment funds like Capital Group and Norges Bank increased their stakes in this stock. They’re betting on a re-rating as holding company discounts narrow in India.

Key Trigger:

SEBI is reviewing new holding company transparency norms, which could unlock shareholder value.

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🏗️ 2. Gravita India Holdings (via Gravita Promoter Group)

Why It’s Under the Radar:

While Gravita India Ltd. is the listed entity, its promoter holding company is quietly increasing stake via open market. This signals long-term commitment and confidence in upcoming export demand for recycling and green materials.

Foreign Interest:

In July 2025, a European environmental fund disclosed indirect exposure to Gravita promoter entities. They're likely anticipating policy tailwinds from India’s new waste management rules.

Growth Angle:

Recycling and ESG-linked companies are seeing global fund flows — and holding firms controlling such assets will benefit quietly behind the scenes.

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🏦 3. Piramal Enterprises (Piramal Group Holding)

Not Just Pharma or NBFC Anymore:

Piramal Enterprises is morphing into a strategic investment vehicle for the entire Piramal Group. Post-DHFL acquisition and REIT investments, it now holds valuable stakes in multiple real estate and financial entities.

Why Billionaires Like It:

Carl Icahn’s family office and a UAE-based fund both increased indirect exposure via feeder funds, expecting a conglomerate-level unlock post simplification.

Upcoming Trigger:

Market buzz suggests a de-merger of Piramal’s investment arm into a pure-play holding company in FY26.

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💡 Why These Stocks Could Be Multibaggers in Disguise

• Deep discounts to NAV (Net Asset Value)

• Strong promoter pedigree

• Quiet foreign accumulation — not hyped

• Upcoming policy & SEBI changes in 2025–26

Most retail investors ignore holding companies because they don’t show flashy EPS or revenue. But smart money loves value — and in 2025, holding companies are undervalued goldmines.

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Also Read it: 

• 7 Indian Stocks NRIs Are Secretly Buying in 2025

FAQs About Indian Holding Company Stocks in 2025

Q1. What is a holding company in the Indian stock market?

A holding company owns stakes in other companies instead of running operations. It benefits from dividends and asset growth, offering hidden value.

Q2. Why are foreign investors interested in Indian holding companies in 2025?

Due to low valuation, policy changes, and strong group ownership, many holding companies are trading below the value of their assets, attracting smart investors.

Q3. Are holding companies risky to invest in?

They can be illiquid or misunderstood by the market, but with patience and research, they often deliver strong long-term returns.

Piyush Sharma

Qualifications: MBA (India), MBA (Australia), Master of Professional Accounting (Australia).

18+ years in the Indian stock market and running this website for 15+ years. Founder of PS International Group and Hamarijeet.com — popular for study-visa guidance, career help, government schemes, jobs and digital product updates.

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