FIIs Dump IT, FMCG, Power in 2025; Telecom Shines Amidst 1.66 Lakh Cr Sell-off

• Foreign Institutional Investors (FIIs) net sold Indian equities worth 1.66 lakh crore rupees in 2025, driven by expensive valuations and global uncertainties.
• IT, FMCG, and Power sectors saw the highest selling, with IT alone accounting for 74,700 crore rupees (45% of total FII selling).
• Selling in IT was due to AI impact on revenue, FMCG due to inflation and weak rural demand, and Power due to regulatory risks.
• Healthcare, Consumer Durables, Consumer Services, Finance, Realty, and Auto also experienced significant FII outflows.
• Despite widespread selling, the Telecom sector attracted strong FII buying of 48,222 crore rupees, alongside Oil & Gas, Services, Chemicals, and Metals & Mining.

Why It Matters: FIIs heavily sold Indian stocks in 2025, especially IT, FMCG, Power, but favored Telecom.