3 Monopoly Stocks Where FIIs Increased Their Stake in June 2026 Quarter

#2 BHEL

Next on the list is BHEL.

BHEL is India's largest engineering and manufacturing enterprise in the energy and infrastructure sectors.

Established in 1964, the company is among the world's leading power equipment manufacturers and has played a significant role in supporting India's journey towards self-reliance in the power sector.

BHEL maintained its lion's share of 54% in the country's total installed thermal capacity of utility scale power projects, along with 60% of nuclear power installed capacity (secondary side) and 43% of hydro power installed capacity in the country, by the end of FY 2025-26.

Overall at utility scale, including thermal, nuclear and hydro segment, BHEL enjoys 53% share in total installed conventional capacity of the country.

Further, it is the only company associated with all three stages of the Indian Nuclear Power Program.

In the June 2026 quarter, the FII holding in the stock rose by 2.29 percentage points to 9.52%.

As of 31 March 2026, the company reported its highest-ever order book of Rs 2.4 trillion ( Rs 240,000 crore), with nearly 81% of orders coming from the power sector, providing strong revenue visibility for the coming years.

Further in June 2026, the central government is pushing states to fast-track clearances for nuclear power plants and large-scale battery storage projects, as India races to build the energy infrastructure needed to support its rapidly expanding data center and artificial intelligence sector.

BHEL's strong indigenous manufacturing capabilities and decades of expertise in the nuclear value chain make it a key stock to watch.

Going forward, the company's focus is expanding beyond thermal power.

For more details, see the BHEL company fact sheet and quarterly results.

#3 Coal India

Last on the list is Coal India.

Established in November 1975, the state-owned company has grown from producing 79 m tonnes at inception to becoming the world's largest coal producer today.

Across eight Indian states, the company operates in 85 mining areas and manages 310 working mines. Coal India accounts for nearly 80% of India's domestic coal production and supplies around 75% of the country's coal-based power generation.

During the June 2026 quarter, FIIs increased their stake in the company by 1.99 percentage points to 10.37%.

This can be attributed to the Union Cabinet just greenlit a massive Rs 375 bn incentive scheme to push coal and lignite gasification projects forward in May 2026.

As its subsidiary, Coal Gas India, is focused on coal gasification projects. This makes Coal India a stock to watch amid the government's Rs 375 bn coal gasification scheme, as the policy is expected to create a large new demand avenue for domestic coal beyond the power sector.

For more details, see the COAL INDIA company fact sheet and quarterly results.

Conclusion

Monopoly and near-monopoly businesses often enjoy strong competitive advantages, high entry barriers, and pricing power, making them attractive long-term investment candidates.

When foreign institutional investors (FIIs) increase their stake in such companies, it can signal confidence in their growth prospects and business fundamentals.

However, FII buying alone should not be the basis for an investment decision. Investors should also evaluate factors such as earnings growth, order book, valuations, debt levels, cash flows, management quality, and the company's long-term growth opportunities.

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